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O
OneStop
Level 3
February 1, 2026
Question

1040 Form 8962 calculation error

  • February 1, 2026
  • 1 reply
  • 4 views

Hello all,

I entered the data from the client's 1095-A into Proseries. Form 8962 line 24 is 17,189 and line 25 is 22,667.  Strangely, lines 27-29 do not populate with any values and nothing flows to Schedule 2 for the excess advance PTC repayment.

Has anyone else encountered this?

Thank you kindly for your assistance.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 2, 2026

Have you marked the boxes on the Fed Info worksheet for if the taxpayer can be claimed as a dependent?  Until that box is checked, it wont complete the 8962

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    O
    OneStopAuthor
    Level 3
    February 2, 2026

    My goodness, that was it!  Thank you for your quick help 🙂  

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