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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Re: Tax Family Size-Form 8962-Adjusting Size for MEC
Tax Family Size-Form 8962-Adjusting Size for MEC
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KevinK
Level 3
10-06-2021
10:49 AM
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MFJ return with 4 dependents. 3 dependents are children that qualify for Medicaid. According to form 8962 instructions, tax family size on Form 8962 does not include individuals eligible for MEC of which Medicaid qualifies as part of MEC.
Lacerte is driving tax family size of "6", however family size s/b "3". How do we adjust the tax family size, Part I, Line 1 on Form 8962?
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1 Comment 1
TaxGuyBill
Level 15
10-06-2021
11:08 AM
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@KevinK wrote:
tax family size on Form 8962 does not include individuals eligible for MEC
I think you misread that. The "Coverage Family" size does not include individuals eligible for MEC. It does not affect the "Tax Family" size. So that affects the SLCSP, not line 1 of 8962.
