Return rejected due to Marketplace Insurance

Mel7777 · ‎04-10-2026

A client's return was rejected because of the matching with the marketplace insurance. This client had a portion of the policy allocated to him in 2024 (he's on his dad's policy). For the 2025 return, I listed this same policy in the return with 0% allocated to him based on his dad's 1095-A. He has no other policy in 2025. He does however have his own policy in 2026.

I'm not sure where the mismatch is happening. Any suggestions on how to proceed or what questions to be asking differently. Any insights here?

Just-Lisa-Now- · ‎04-10-2026

You entered the 2025 1095A figures on his 2025 return and allocated 0% and its still rejecting?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Mel7777 · ‎04-10-2026

Yes, I have entered the policy he's listed on with a 0% allocation and it is still rejecting

Just-Lisa-Now- · ‎04-10-2026

Do you see the 8962 included in the return?

Did you mark the box on the Fed Info worksheet that asks if they can be a dependent of anyone else? I dont think that box lights up as a missing item when you allocate 0% and if its not answered, the 8962 doesnt get included which would create a rejection.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Mel7777 · ‎04-10-2026

EXCELLENT! I had not checked the box and no I didn't have the 8962 - should have caught that! It has been accepted!

THANK YOU!