Skip to main content
Level 1
Mar 17, 2026 4:53 PM UTC
Question

1095A overpaid amount not matching amount owed

My 1095A says I received excess amount of $156 (I was overpaid $156). However, my amount owed increases by $163. Why when I put in each month manually the amount I owe each month varies from $13-$15 even though all the amounts are the same each month. Why is there this discrepancy? This is my first time filing a 1095A. 

1 reply

MarilynG
Alumni - Intuit
Mar 18, 2026 9:31 PM UTC

If you entered your 1095-A exactly as issued, TurboTax may be rounding up amounts as you enter each month.  If all months are the same, enter one month and use the 'copy' link to fill in other months.  You can also take the annual total and divide by number of months you were covered to get a monthly amount that you can round up/down for entry. 

 

Form 8962 calculates the PTC for you.  Look at the Line 29 for the amount of excess PTC credit, which then transfers to Schedule 2, Line 1, and then to Line 23 on Form 1040.

 

@Beach44 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"