IRS rejected Form 8962 which I incorrectly did as an annual calculation. Premium had changed midyear. How do I access monthly lines 12-23?
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it pulls those from the 1095A, are all the amounts in Column A the same?
maybe change one month up by a dollar, then another month down by a dollar, that should make all the individual lines fill in but the annual total stay the same.
I dont understand, you didnt use the 1095A worksheet to fill in each month?
I filled out 1095A as presented: Halfway through 1095 client paid full premium, subsidies ceased. Form 1095 filled Column A thru to December. Columns B and C were BLANK past the ceased subsidy. I entered it just like that but it glowed red. I tried to enter zeroes but that glowed red. The only way it stopped glowing red is that I entered columns A and B thru December, and indicated in Column C as zero subsidy when subsidies stopped. This was accurate as to what happened. But client got an IRS letter saying I must enter it monthly in lines 12-23 because premiums had changed midway. I can't access lines 12-23. Question 10 (per other response by community) also can't be accessed. How do I get there? I had never done a monthly entry before, would be lost without software guidance.
Column B you would get from the healthcare.gov tax tool, then I think you just leave column C blank
https://www.healthcare.gov/tax-tool/#/
Don't you need to lookup the amount for Column B at Health Insurance Marketplace ?
Edit- my program takes too long to open up the Reply box to answer before Lisa ......lol
That's precisely how I efiled it. IRS responded by requiring lines 12-23 (monthly info) filled out. I'm wondering how I can access those lines, which can't even be overriden. Where is the entry to them? Question 10 would help, but I can't access that either nor can I override it.
it pulls those from the 1095A, are all the amounts in Column A the same?
maybe change one month up by a dollar, then another month down by a dollar, that should make all the individual lines fill in but the annual total stay the same.
The IRS is stupid.
If the SLCSP did not change throughout the year, as Lisa said, you can just add or subtract $1 for one month in column A of the 1095-A.
However, I would ALSO include a VERY NASTY LETTER to the IRS with a photocopy of the Instructions that indicate that line 10 should be "YES" (and therefore lines 12-23 should not be filled out) and they should be following their own Instructions rather than wasting the taxpayer's time.
https://www.irs.gov/instructions/i8962#en_US_2022_publink1000305196
It worked! Changing one dollar in Form 1095 got me into Form 8962 Part II that was closed to me before! Thank you! I had to provide Part II per IRS letter to finish the efiling. Forms 1095 and 8962 are my nemesis.
I'm still so impressed how you figured out the puzzle of how to enter line 10 in Form 8962? I screwed around with it for at least an hour. Just curious how you solved the puzzle of getting in? It was a waste of time that did not change a single dollar of tax. A poorly designed form.
As the link I gave you shows, the IRS Instructions tell you to use Line 11 if (1) column A of the 1095-A is all the same for the entire year and (2) column B of the 1095-A is the same for the entire year. And it says to use 12-23 if they are not all the same. So you just need to make them 'not the same' to trigger lines 12-23.
I had one with a similar letter last year, thats how I got it to fill in the months.
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