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Level 4
February 7, 2021
Question

Form 8962

  • February 7, 2021
  • 12 replies
  • 29 views

I am working in 2020 Pro Series and the "Tax Family" on Form 8962 is not including the dependents listed on the return.  Last year it did but this year it is just including the taxpayer.  Is this a bug?  I can't override it to be 3 which is the correct number in the tax family.  I can't see any special box that should be checked to make this flow through and the cross reference for this line doesn't show up.

 
 
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12 replies

February 7, 2021

Have you verified the dependent is showing up the 1040?

Have you gone through the error-check/review to get rid of any errors?

Make sure you check the box that the taxpayer can NOT be claimed as a dependent (on the first "Info" page).

MARYNAVAuthor
Level 4
February 7, 2021

I have checked for errors.  The only glitch in this is that the taxpayer is the non-custodial parent who had the dependency exemption released to him on Form 8332 (which has been completed with the return).  The kids are on his 1095-A as well.  I have the kids as code "N" dependent child who did not live with taxpayer due to divorce.  He had the same exact situation last year and his tax family was 3 with all of those same codes.

This year it just has that his tax family is 1 which puts him above 401% of the poverty limit and he has to pay back the entire advance premium credit.  I am not sure if this year has a bug or last year had a bug.  I can't pin down anything definitive on if they can be included his tax family or not.  It is an additional $13,000 in taxes.

February 7, 2021

I tested it, and it is an error in the programming for this year.

You may want to call Support and report this error.

Just-Lisa-Now-
Intuit Community Champion
February 7, 2021

You have all the people showing on the 1095-A that you filled in?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
MARYNAVAuthor
Level 4
February 7, 2021

Hi Lisa 

They are all on the 1095-A.

The only glitch in this is that the taxpayer is the non-custodial parent who had the dependency exemption released to him on Form 8332 (which has been completed with the return).  I have the kids as code "N" dependent child who did not live with taxpayer due to divorce.  He had the same exact situation last year and his tax family was 3 with all of those same codes.

This year it just has that his tax family is 1 which puts him above 401% of the poverty limit and he has to pay back the entire advance premium credit.  I am not sure if this year has a bug or last year had a bug.  I can't pin down anything definitive on if they can be included his tax family or not.  It is an additional $13,000 in taxes.

Just-Lisa-Now-
Intuit Community Champion
February 7, 2021

TaxGuyBill is the resident ACA expert, he should be able to help you decipher this.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪