It sounds like we're close on APTC/Form 8962

[pamdory]

A colleague who uses Drake just shared with me that Drake has updated to allow APTC returns to be filed.

  From Drake's knowledge base:

Form 8962 - Advanced Premium Tax Credit Repayment not required under the American Rescue Plan Act.

As of April 3, 2021, EF message 2613 has been removed and returns with excess Advanced Premium Tax Credit (APTC) can now be filed.

The American Rescue Plan Act of 2021 (ARPA), passed in March 2021, contains a provision to no longer require repayment of any excess APTC on 2020 tax returns. Recent IRS guidance relative to this provision instructs taxpayers who have an amount on line 29 of Form 8962 to not include Form 8962 with their return.

Drake20 will continue to produce Form 8962 for review purposes only. The form will not be included with the e-filed return, and should not be mailed with a paper-filed return. Although filing Form 8962 is required of taxpayers receiving APTC, the IRS intends to make internal changes that will prevent these taxpayers from receiving correspondence regarding Form 8962 not being filed.

The IRS has not yet released guidance on returns that were previously filed with an advanced premium tax credit repayment included on line 29 of Form 8962. 

"Recent IRS guidance" which I can't find on irs.gov

I hope Lacerte deals with the interaction with self-employed health insurance, although if the taxpayer isn't paying back the credit, they aren't paying the premiums.

[rbynaker]

I thought this was a bizarre solution.  The IRS has been halting return processing for anyone with a 1095-A who failed to file the 8962 for years.  And these letters come out quickly!  Not like a CP2000 that shows up 18 months later.  Their position has been no 8962 = no refund.  Now suddenly no 8962 = no problem?  I'll believe it when I see it!

[pamdory]

" I'll believe it when I see it!"

Exactly.  I still haven't found  the "Recent IRS guidance".