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1095 A under parents name. 25 year old son filling separately. How to file?

Parents signed up for 25 year old son for health insurance. Parents got 1095A. Son filled separately. E-file got rejected due to 8962 premium Tax Credit missing. How to fix?

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Just-Lisa-Now-
Level 15
Level 15

That 1095A goes on the sons return also.  If parents already took 100% allocation, then you'd allocate 0% to the son (allocation is at the bottom of the 1095A)     

 

This thread explains how to make the software avoid the rejection with 0% allocation.

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/re-help-with-error-f896...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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7 Comments 7
Just-Lisa-Now-
Level 15
Level 15

That 1095A goes on the sons return also.  If parents already took 100% allocation, then you'd allocate 0% to the son (allocation is at the bottom of the 1095A)     

 

This thread explains how to make the software avoid the rejection with 0% allocation.

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/re-help-with-error-f896...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

Is the son the only "covered" person on the 1095-A?  Or are there more "covered" people on the 1095-A?

Father, mother and son(25 Years old) covered in 1095A.

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TaxGuyBill
Level 15

Then assuming there was Advance credit (column C of the 1095-A), follow the directions that Lisa gave you above.

Thanks a lot. Initially I tried to get help from tax support team but they were clue less. Intuit should have a supervisory team to back up the confusion of tax support team. 

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SSN of taxpayer sharing allocation( 1095A (Shared policy allocation below line 33) Should it be the SSN of Father or the Son? Thanks.

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TaxGuyBill
Level 15

The son's tax return would show the father's SSN and the parents' return would show the son's SSN.