58459

[#1]

The following diagnostic is generating:

Form 8962 Reject: For electronic filing purposes, enrollment premiums or advanced payment of PTC must be entered on Form 8962, Part II, line 11 or lines 12 through 23. Since a shared policy allocation does not include these calculations, this will cause an electronic filing reject. This return will need to be paper filed.

Solution:

In a situation where a shared policy allocation is involved these lines will intentionally not be populated. Because the e-file business rule indicates "Enrollment premiums or advanced payment of PTC must be entered on Form 8962, Part II, line 11 or lines 12 through 23" the return must be paper filed. Entries on screen 39.2 - Shared Policy Allocation (Form 8962, Part IV) may trigger this diagnostic. This diagnostic is critical and will prevent e-file transmission to avoid rejection.

[abctax55]

And that diagnostic says ??????

None of us volunteers have the codes memorized.

[RVH]

"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."

[Sherry201]

"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."

[strongsilence]

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.

[cmbtax]

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?