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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
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- Form 1095-A
Form 1095-A
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jelozua
Level 1
01-31-2024
09:51 AM
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This client shows in her mother Form 1095-A as a covered individual. She is not listed as a dependent in the mother tax return. Do I have to enter the mother's 1095-A information in the daughter personal tax return?
1 Comment 1
TaxMonkey
Level 8
05-02-2024
02:02 PM
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The short answer is yes, anyone covered by a marketplace plan must report this on their tax return.
The longer answer is that this is a situation in which one policy is covering two tax families, and the premium tax credit must be allocated between them.
The instructions to Form 8962 covers this:
https://www.irs.gov/instructions/i8962#en_US_2023_publink100024694
