DaveF1006
Expert Alumni

Get your taxes done using TurboTax

I apologize, I didn't realized that this was a case involving marketplace insurance. Please read this Turbo Tax link for instructions on how to share and then fill out your allocation amount from your1095 A.  Then you will need to provide a copy of the 1095A to your husband so he can do the same on his return.

 

As for the premiums paid, please read these IRS instructions regarding filling out 8962 to claim the PTC. Specifically read the instruction regarding Specific Allocation Situations. You would be in Allocation Situation 2 if this is a case of spousal abandonment because normally you would not be eligible to claim the PTC if file Married Filing Separately unless your spouse abandons you. This is the exception  that the 8962 alludes to. If there is no abandonment, then there are no exceptions. I imagine though that abandonment can have many different definitions other than leaving a home. At this point, I will let you make the interpretation.

 

As far as medical premiums, I will stick with my original advice from the original IRS source from my last post where it states that expenses are deductible only by the spouse who pays them.

 

 

 

 

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