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Form 8962

phigment
New Member

I had a filing rejected for a client with a message that Form 8962 must be included. Client is a 24 year old, single, non-dependent friend of the family who initially advised that she had health insurance for 2024 under her parents until going on her employer plan in October. Went back to the client and discovered they had a 1095-A that she was able to forward. My question is how do I complete the 8962 in Proconnect so that her parents return reconciles the APTC? Everything I've read or tried is resulting in critical diagnostic alerts.

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1 Comment 1
TaxGuyBill
Level 15

If the parents are going to be allocated 100% and your client 0%, you may need to attach the 8962 (and/or a written explanation that your client is being allocated 0%) as a PDF, and call it "ACA Explanation".