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Level 1
June 20, 2020
Question

8962 transfer of data from 1095A

  • June 20, 2020
  • 1 reply
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Values from Column A and B do not transfer from 1095A to 8962

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1 reply

Level 15
June 20, 2020

First thing to check ... make sure the box is checked on the general information page to indicate the taxpayer is NOT a dependent of somebody else.

Second thing to check ... is the taxpayer's income between 100% and 400% of the Federal Poverty Level (Line 5 of Form 8962)?