Are you allocating the same month to more than multiple people on different tax returns, or are you allocating different months in different ways?  The more details you can give, the better.

You said minor son - are you SURE he is not a dependent?

I'm entering the Shared Policy Premium Allocation Information in the Smart Worksheet (Part III) which flows to the 8962.

Yes, the child is his minor son, but not a dependent on this return. The TP and child's mother have an agreement in which they take turns claiming the child every other year. After I posted the question, I thought about it and realized, the allocation would be 100% to the TP since this child is only 9. Therefore, no need for a split in percentages for the allocation.

Things still aren't making sense to me.

Who are all of the "covered" people on the 1095-A?

Of those "covered" people, how many tax returns are being filed (not counting any tax returns filed by dependents)?

The TP and his son are covered on the 1095-A.

Only one return is being filed, by TP. His son is 9 so no return is being filed by him of course. 

Is the allocation required only when more than one tax return is filed? I understood the instructions to be that the allocation is required for everyone who is covered on the policy.

Hi @Love2Cruise  Here is a recently updated knowledge base article that might help: Entering Form 1095-A health coverage in ProSeries  We'd also recommend connecting with ProSeries Support so they can take a look. 

Thank you. 

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@Love2Cruise wrote:

The TP and his son are covered on the 1095-A.

Only one return is being filed, by TP. His son is 9 so no return is being filed by him of course. 

Is the allocation required only when more than one tax return is filed? I understood the instructions to be that the allocation is required for everyone who is covered on the policy.

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Is somebody else claiming the son?  If so, that means that TWO tax returns are being filed.

If Advance credit was received (column C of the 1095-A), by 'default', that means that 50% is allocated to each tax return.  But if your client and other other tax return (the other parent???) can agree, it be allocated in any percentage (if Advance credit was received).

I will check with TP to make sure they have agreed. I hope so because the other parent has already filed. 

Thank you for all your help and input.