58459

And that diagnostic says ??????

None of us volunteers have the codes memorized.

"efile: Enrollment premiums or advance payment of PTC must be entered on Form 8962, Part II, Line 11 or lines 12 through 23.  This return must be filed as a paper return."

"Form 8962 business rule indicates enrollment premiums or advanced payment of PTC must be entered on form 8962, Part ii line 11 or lines 12 through23. A shared policy allocation does not include these calculations. This return must be filed as  a paper return."

My client is an RDP for CA and filing Single for Federal. It looks like there will be a benefit from allocating premiums to the one taxpayer with no income. But I am not certain that the slower processing of a paper filing this complex tax return outweighs that benefit.

I have a 1095-A, Health Insurance Marketplace statement, for parents and child. In 2023, child is no longer a dependent but is still on the 1095-A. I am preparing both returns.  I want to allocate 100% of everything on the 1095-A to the parents.  I am getting a critical diagnosis, ref. #58459, that the child must paper file their tax return because enrollment premiums or advance payment of PTC must be entered.  I have entered that information in Lacerte. Based on all of the instructions, it seems that my situation is a standard allocation and no where do I find that a paper return must be filed.  What have I done incorrectly?

You haven't done anything wrong. Last year I ended up calling Lacerte and they said it was a glitch and the return did have to be paper filed. We have the same situation in 2023. Had to paper file both kids.