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Level 3
February 18, 2024
Question

Form 8962

  • February 18, 2024
  • 1 reply
  • 11 views

I can not get the Month of Marriage Alternative Calculation to work on Form 8962.  I am putting the month that my clients got married in the smart worksheet in Part 2 above question 9 on the form.  However, Question 9 always defaults to No even though I would think by putting an entry into the smart worksheet question 9 would populate with Yes and do the Alternative calculation.  Am I doing something wrong to get this calculation to work? I can't even override anything if I want to manually do the calculations.

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    1 reply

    Intuit Community Champion
    February 18, 2024

    You have to complete part V near the bottom of the 8962

    kevin2Author
    Level 3
    February 18, 2024

    I did complete part V as much as I could.  My couple (no kids) was married in October so in the Smart Worksheet I put 1 in the alternative family size for both spouses, 1 in the Alternative Start Month, and 10 in the Alternative end month for both spouses. Lines 1-14 of the smart worksheet are populated, with line 14 saying Yes but it is not populating lines 34 and 35 of Part V.  Am I doing something wrong or is it the program?