1095A 8962

[Tentman]

My client's return was rejected for not having a 1095A and form 8962.  The client had a 1095A for 2020, but not for 2021.  The client had insurance through a market place exchange in 2020, but, through an employer in 2021.  After the return rejected, I added a 1095A with no data, and a form 8962, the return rejected again.  Can someone please help me find a way around this?

Thanks in advance.

[The-Tax-Lady]

The return usually does not reject for that reason. The IRS usually stops the processing after the return is accepted when the 1095A info is missing. Maybe it's a new Proseries procedure.

Try deleting the 1095A from the return, right click on forms in use list and delete.

[Camp1040]

Your client needs to call the marketplace, because he had insurance for some part of the year in 2021.Once he calls and gets the statement he will tell you I didn't think only 1 month would matter.

No matter how much he insists he didn't have it, 99.9999% he did.

[Camp1040]

The returns absolutely reject for not having a 1095-A attached with the PTC if the marketplace has reported to the IRS that TP has insurance.

[The-Tax-Lady]

I've had clients forget about the 1095A, but it never caused the return to reject e-filing. They only remembered when the refund didn't show up or the IRS notice did.

[Camp1040]

Try it this year, probably an update. They almost reject imminently for that reason only.

I have had 3 so far this tax season.

[Tentman]

Thank You

[The-Tax-Lady]

OK, good to know, thanks. IRS must have added that to the reject reasons, which is good. 

The clients never remember anything. 🙂