If anyone listed on your tax return gets a 1095-A form, then a portion of the Form 1095-A information must be reported on your tax return. In a case like this, the amount is divided equally between the two insured people.
You have two options, you can report half of the amounts on Form 1095-A for your son on your return, which will allow you to create a Form 8962 to send to the IRS.
If your son's mother reported the entire amount of the 1095-A on her return, she will have to amend her tax return to reduce it to her half only.
Or...
You can amend your return, take your son off, so that you won't have to enter the 1095-A form for his half of the insurance premiums.
Your son's mother could amend her return and claim your son along with the entire 1095-A.
This is not too difficult to do in TurboTax, but it is your choice whether your want to go to a tax professional's office to resolve this.
If you do it in TurboTax, this is how you can add the Form 8962:
- Scroll down to Your tax return & documents, select 2019 and then Amend (change) return.
- Select Amend using TurboTax Online.
- Select Continue on the screen titled, We’ll help you change (amend) your return
- Answer Yes, then select I need to amend my 2019 return and Continue.
- On the screen titled We'll help you change (amend) your return, select the Federal Taxes tab at the top of the screen.
- Click on Deductions & Credits near the top center of the screen.
- Find Medical on the list. If you don't see it, click on See all tax breaks at the bottom.
- Click on Show more to the right of Medical
- Find Affordable Care Act (Form 1095-A) on the short list, click Start on the right.
- Enter your information.
This will add your 1095-A information to your tax return and will generate a Form 8962. To print your 8962:
1. Click on Tax Tools.
2. Select Print Center.
3. Click on Print, save or preview this years return.
4. Select Form 8962 and print the form.
To get your refund as soon as possible, follow the directions in the letter. Typically they will say not to amend your return, but just to complete Form 8962 and fax or mail it to them with a copy of your Form 1095-A.
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