E-file error re: Form 8962 Premium Tax Credit

Forum|Forum|4 years ago
April 12, 2022
1 reply
10 views

I received the following e-file error: "The e-file database indicates that Form 8962 or a binary attachment with description containing ACA Explanation must be present in the return". It says Form 8962 is missing from the return. This client is a 22 year old still covered under her mother's health insurance policy. She had W-2 income of $192 and NJ unemployment of $19,000. Would anyone know how to resolve this?

ProSeries Professional

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Best answer by Just-Lisa-Now-

You need the 1095A from mom to include on the kids return....if mom already took 100% allocation on her return, you can allocate 0% to the kid.

You'll probably still need to attach the 8962 showing the 0% allocation as a PDF, with the attachment description ACA Explanation in order to get it accepted.

Just-Lisa-Now-

Answer

Intuit Community Champion

You need the 1095A from mom to include on the kids return....if mom already took 100% allocation on her return, you can allocate 0% to the kid.

You'll probably still need to attach the 8962 showing the 0% allocation as a PDF, with the attachment description ACA Explanation in order to get it accepted.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

L

linda2Author

Level 6

Thank you for the reply Lisa. First time we've run into this issue.

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