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R
Revere
Level 3
February 21, 2022

1095A

  • February 21, 2022
  • 1 reply
  • 5 views

Good afternoon,

 

My client has 4 individuals covered on his 1095A, including himself, he's not claiming them as dependents on his tax, 8962 for says Family size 1.  He's not reporting any shared policy allocation (100% to himself), I am confused, when filled out tax form, he's getting all most all of his premium credit back, is that possible?

Please help with answers.

Thank you

 

    This topic has been closed for replies.

    1 reply

    taxshack
    taxshack
    Level 6
    March 2, 2022

    You still have to follow the protocol for individuals on the same policy who are in different tax families.  You'll need to fill out the allocation section.  I recommend reading through the instructions for Form 8962.  https://www.irs.gov/pub/irs-pdf/i8962.pdf

    Preparing taxes is not my life, but my life is amazing because I prepare taxes.
    R
    RevereAuthor
    Level 3
    March 19, 2022
    Thank you
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