Generating Individual MA form Schedule HC in Lacerte

1. Navigate to Screen 57, Other.
2. Click on Massachusetts Schedule HC from the navigation panel. This will take you to Screen 57.192.
3. Locate the Insurance Coverage section.
4. If the taxpayer or spouse was a full year resident, was insured the whole tax year, is 18 or older, or did not die during the year, enter a 1 in the field 1=you were insured for all of 20YY(if applicable). Or proceed to the next step.
5. If the taxpayer or spouse were not insured for the whole tax year, was a part-year resident, did not turn 18, or died during the year, enter "1" for each month the taxpayer or spouse were covered by health insurance in the Line 8 Months Covered by Health Insurance subsection.
6. Complete all other applicable information regarding the taxpayer or spouse.
7. Click on the Health Insurance Information button.
8. Click on Add from the bottom left navigation panel.
9. Select one of these radio buttons: Taxpayer, Spouse, Joint
10. Enter the Name of insurance company.
11. Enter the FEIN of insurance company.
12. Enter the Subscriber number.
13. Check the box Not issued a form MA 1099-HC (if applicable).

Click on Add from the bottom left navigation panel to add additional Health Insurance Information.

If Schedule HC does not generate for a full year resident:
1. Go to Screen 1, Client Information.
2. Select MA from the Resident State as of 12/31 drop down menu (if not already selected).

3. Go to Screen 55, Part-Yr./Nonres. Information.
4. Click on Massachusetts from the top left navigation panel. This will take you to Screen 55.191.
5. Delete any entries on this screen (if any exist).

If Schedule HC does not generate for a part-year resident:
1. Go to Screen 1, Client Information.
2. Un-check the box Full Year Resident. If this box is checked, Schedule HC will not generate for a part-year resident.
3. Scroll down to the Taxpayer Information section.
4. Verify a valid Date of Birth is entered. If the taxpayer is younger than 18, Schedule HC will not generate.
5. Go to Screen 55, Part-Yr./Nonres. Information.
6. Click on Massachusetts from the top left navigation panel. This will take you to Screen 55.191.
7. Locate the Period of Residency During [Current Tax Year] subsection.
8. Enter the From dates.
9. Enter the To dates.
10. Check the box Part year resident for full three months (required to file Schedule HC) (if applicable).
Note: Check this box if the taxpayer or spouse were part-year residents for at least 3 full months, but are not subject to the health insurance mandate because they were residents for less than four full months.