Get your taxes done using TurboTax
You are correct, you are only allowed to enter one Form 1095-A for a single policy, although if there are more than one policies in the family, you can enter multiple forms.
In TurboTax Online we only have one field to enter one other person who is not on your return but is on your insurance. You put in their SSN, the dates and the percentage allocated to your share of the policy, which can be anything that will add with theirs to not more than 100%.
We do not have a way to enter directly into the forms and enter more than one other person in the online version.
We do have a way to do that in TurboTax Desktop/Download. With that version, you install the application on your computer and you can also file more than one return with the same software, so if you are helping the other people on your health insurance do their taxes, it might be more economical. It does mean we do not store all of your return online, so you would want to make a backup of the return if you choose this method.
You can download all of your return so far to your computer to add into the Desktop version.
This TurboTax Help article has instructions for making the transfer.
If you do this, when you have the Desktop TurboTax you will be able to switch between the interview mode we use in online and Forms mode, where you see the actual forms in the return.
Form 8962 looks like this in the allotment section. You can add up to 4 other people
If you wish to continue in TurboTax Online, there is a workaround but the IRS changes procedures sometimes and it may slow down the returns while they research and/or ask for other information.
- This would be for you to enter your percentage of 83 % and the the social security number of one person you shared the policy with, and their dates on the policy.
- Then, that person enters their percentage of 9% and the social security number of the 3rd person, with their dates on the policy.
- Then, the third person enters their percentage of 8%, with your social security number and your dates on the policy.
The IRS takes these Forms 8962 and puts them together to make sure they do not add to more than 100%. Doing this work around will get them the correct information but if they have changed processes, it might be delayed in research while they get the information from all three returns reconciled.
