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PTC and Employer Sponsored Health Insurance

Shackie
Level 1

My client has a 1095-C reflecting Employer Health Insurance was offered and met the Minimum Requirements and Affordability tests coverage for herself for the entire calendar year. Her W-2 Box 12a  Code DD reports the cost of her health Coverage.  She also obtained coverage in the Marketplace and received PTC with the covered individuals on the 1095A Part II Covered Individuals lists both herself and her 18-year-old daughter.  She should not have qualified for the PTC but was able to obtain it from July-December.  I think she should be required to repay the PTC received, but I cannot figure out how to get Lacerte to recognize and calculate this on her return.  Lacerte is actually calculating a refund of additional PTC based on the input on the 1095A.  Has anyone else encountered this or is my logic incorrect in this situation? 

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1 Comment 1
TaxGuyBill
Level 15

@Shackie wrote:

I think she should be required to repay the PTC received, but I cannot figure out how to get Lacerte to recognize and calculate this on her return.


 

For the months that she does not qualify, enter $0.01 for the SLCSP.

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