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    FORM 1095 when couple split

    Greta
    Level 9

    They split in March, wife is filing HoH with child, but husband is on Form 1095 12 months, she owes $1K in excess subsidy. How to handle?

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    1 Best Answer

    Accepted Solutions
    TaxGuyBill
    Level 15

    I assume that she and/or the child are also "covered" on the 1095-A, right?

    Because they are married, you fill out the Allocation section on the 8962 and it is allocated 50/50.

    https://www.irs.gov/instructions/i8962#en_US_2022_publink100015031

     

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    4 Comments 4
    Skylane
    Level 12
    Level 12

    @TaxGuyBill 

    If at first you don’t succeed…..find a workaround
    TaxGuyBill
    Level 15

    I assume that she and/or the child are also "covered" on the 1095-A, right?

    Because they are married, you fill out the Allocation section on the 8962 and it is allocated 50/50.

    https://www.irs.gov/instructions/i8962#en_US_2022_publink100015031

     

    Skylane
    Level 12
    Level 12

    @Greta i marked it solved because it is. If you have other questions ask TGB

    If at first you don’t succeed…..find a workaround
    abctax55
    Level 15

    So Chumps... I mean Champs <w> can mark the threads solved ?  Is that new this year?

     

    HumanKind... Be Both
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