Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Be sure to check out & bookmark our Everything you need to know about electronic filing page. View the site.
Be sure to check out & bookmark our Everything you need to know about electronic filing page. View the site.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Re: 1095-A Covered vs Recipient
1095-A Covered vs Recipient
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
JORGE123
Level 1
Monday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Filing taxes for a client that shows as ONE out of 3 other individuals under "covered individual" on form 1095-A. The recipient on this form is not my client, is another family member. How do I report on Proseries that my client had Obamacare coverage during 2024, yet the coverage was for 4 different individuals and he is not the main one
Labels
2 Comments 2
TaxGuyBill
Level 15
Monday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The recipient does not matter.
If your client is not a dependent, you will need to enter the 1095-A on his tax return and fill out the allocation section.
If you are not sure how to allocate, it depends on the situation. You can start reading on page 17 of the Instructions for Form 8962 to see which of the 4 Allocation Situations apply, then read the details of that situation.
https://www.irs.gov/pub/irs-pdf/i8962.pdf#page=17
