Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Tax Family Size-Form 8962-Adjusting Size for MEC
Tax Family Size-Form 8962-Adjusting Size for MEC
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
KevinK
Level 3
10-06-2021
10:49 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
No override available on form and no "Jump to Input" feature available for this box.
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
TaxGuyBill
Level 15
10-06-2021
11:08 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@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.
