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cjscpa
cjscpa
Level 3
February 3, 2022

Lacerte calculating PTC form 8962?

  • February 3, 2022
  • 1 reply
  • 0 views

Hi!

Individual tax client got insurance on Exchange, has 1095-A. NO APTC. After inputting all sources of their income, they are less than 400% FPL.  I expected a premium tax credit would calculate but it's not. They had no unemployment compensation. Seems they should qualify...what am I missing? Or is this form not quite dialed in?

 

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    1 reply

    IRonMaN
    IRonMaN
    Level 15
    February 3, 2022

    Have you tried manually calculating the thing to see if the software is right or wrong?

    Slava Ukraini!
      cjscpa
      cjscpaAuthor
      Level 3
      February 3, 2022

      Your comment to manually compute it led down that path, but ultimately made me wonder if the 1095-A was correct...form 1095-A, Part III, Column B had NO AMOUNTS on it. Did a search, and in fact, healthcare.gov conveys that if this is the case, the form is wrong. And gives a tool to recompute this. Once I added that info, BAM a nice credit computed. Thanks! 🙂

        IRonMaN
        IRonMaN
        Level 15
        February 5, 2022

         You betcha!

        Slava Ukraini!
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