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Level 1
December 7, 2019
Solved

Can family tax size be overridden on form 8962? Program calculating 3 who are on Tax return but it's 5 people on 1095-A (3 listed on TR and 2 adult children tax filers)?

  • December 7, 2019
  • 1 reply
  • 6 views
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Best answer by TaxGuyBill

The Premium Tax Credit on Form 8962 is based on the number of people on the tax return, not the number of people on the 1095-A.

So in your case, "3" is correct on Form 8962.

1 reply

Level 15
December 7, 2019

The Premium Tax Credit on Form 8962 is based on the number of people on the tax return, not the number of people on the 1095-A.

So in your case, "3" is correct on Form 8962.

Level 3
March 9, 2021

So what if only one party had it, got married in October and is now trying to file jointly? What do I do?