ACA - Form 8962 and 1095-A not sending with return

[rcherenson]

I've had a return twice rejected for not sending the form 8962 that accompanies the 1095-A for a client on an ACA plan through their parent. The filing copy is not showing the 1095-A or 8962 as sending, although they are required to be sent. The client is not a dependent but their parents covered 100% of the costs, so I have listed 0% share on the 1095 & 8962, so perhaps that is why ProSeries is not including it with the return? I even got advice from an ACA specialist at the IRS on those forms, so they are filled out correctly, but the issue seems to be that Proseries is not sending them.

How can I force the program to include those schedules? Or am I best off to print and scan and send as an attachment when e-filing the return?

Any advice would be greatly appreciated!

[jeffmcpa2010]

How can you tell what is being sent or not. I have never had any indication that what prints with the filing copy has anything to do with what is being sent in the efile transmission if that is what you are trying to say.

[Just-Lisa-Now-]

The 1095A is all filled out with all the numbers, then you allocated 0% to the taxpayer? Or did you try and leave the 1095A blank with 0% allocation?

[rcherenson]

I filled out the 1095-A with all the numbers except the far right column. Maybe that is the issue. Initially when I filled in the far right column, it wanted to give the child a refund, but after I allocated 0% at the bottom and on 8962, I failed to go back in and input the far right column. Perhaps that is the only fix I need. 

The IRS reject message was implying the 8962 had not been received though, and was required to be filed, so I was puzzled why the 8962 apparently wasn't sending.

[rcherenson]

True, I am not certain what is being sent as you are right, the Filing copy may not indeed include all that is being transmitted. The reject message just said the 8962 must be included and since I had filled out that schedule, I was assuming from the error message that it was not included with the transmission and perhaps I had to attach it as a pdf to ensure it was sent or find a way to force it.

[rcherenson]

Aha, I needed to write $0 in Part 1, 2b of the 8962 - even though the client had no dependents. Just putting a zero in that box activated that form to a "form in use". Strange little quirk, but it worked! I called ProSeries technical support and even they couldn't figure it out, but clicking around enough solved my issue, whew! Thanks for your support!