Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jul 19, 2023 3:10:27 PM

8962 head of household shared policy allocation

My son and his girlfriend have a young child together. She purchased a policy covering herself, their child, and her child from a prior relationship. She received her 1095-A and filed her 2022 taxes. My son now wants to file as head of household and claim their child as a dependent, and he is required to include form 8962. Should he only complete section IV and enter -0- in each of columns e, f, and g, since she has already reconciled 100% on her taxes?

0 1 492
1 Best answer
Level 15
Jul 19, 2023 7:17:16 PM

He must enter all the info on the 1095-A form from sections 1 & 3  and the portion of section 2  for that child only and then allocate 0% of the credit to him. 

1 Replies
Level 15
Jul 19, 2023 7:17:16 PM

He must enter all the info on the 1095-A form from sections 1 & 3  and the portion of section 2  for that child only and then allocate 0% of the credit to him.