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In ProSeries Basic - For 2024 Form 8962, how to auto populate lines 12 through 13 (Monthly Calculation).

Busy123
Level 3

For 2024 Form 8962 ..The IRS is requesting that lines 12 through 13 (Monthly Calculation) be completed. Currently only the Annual Calculations are completed on Form 8962, via the completion of form 1095-A (where monthly amounts were entered). Is there a way to automatically fill the Monthly Calculations, lines 12 through 13 on Form 8962.

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2 Comments 2
Jim-from-Ohio
Level 12
Level 12

The 8962 is auto populated from input on the 1095-A so start with that..... on the  1095-A there is check box to populate the monthly data

Just-Lisa-Now-
Level 15
Level 15

if all the months numbers in the column are exactly the same, it only shows the bottom total figures, if you want all the months to show, adjust one of the amounts up by $1 and another one down by $1 and it will make all the columns fill in on the 8962


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