Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Is there a way to apply the ARPA expanded eligibility for the PTC for those above 400% of Federal Poverty Line. Only way found is forced override so can't efile.

For tax years 2021 and 2022, the American Rescue Plan of 2021 (ARPA) temporarily expanded eligibility for the premium tax credit by eliminating the rule that a taxpayer is not allowed a premium tax credit if his or her households income is above 400% of the Federal Poverty Line.

I can't get the system to apply this rule without a manual override that eliminates form 8962 therefore; disallowing efile. Is there a better way to apply ARPA guidelines?
2 Comments 2
TaxGuyBill
Level 15

@cmillett1993-icl wrote:

without a manual override that eliminates form 8962 therefore

 

You might have misphrased that, because that sounds like you TRYING to eliminate the 8962.  That would do the opposite of getting a credit.

As far as I know, the programs have been correctly giving the credit when the taxpayer is over 400% and qualifies for the credit.  Is there some other thing about your client that is disqualifying the credit?  Did you check that their income would still result in a credit?

qbteachmt
Level 15

Are you filling it the right year info on the same year form for the program? It's all built in.

*******************************
Don't yell at us; we're volunteers
0 Cheers