Based on my reading of the instructions for 2023 Form 8962: https://www.irs.gov/pub/irs-prior/i8962--2023.pdf
Page 17 - Allocation Situation 4. Other situations where a policy is shared between two tax families:
"...Under the rules in this section, you and the other taxpayer may agree on any allocation of the policy amounts between the two of you. You may use the percentage you agreed on for every month for which this allocation rule applies, or you may agree on different percentages for different months."
"...Policy amounts allocated 100%. If 100% of the policy amounts are allocated to you, check “Yes” on line 9 and complete Part IV by entering 100 in the appropriate box(es) for your allocation percentage. If 0% of the policy amounts are allocated to you, complete Part IV by entering -0- in the appropriate box(es) for your allocation percentage"
And Example 1 on page 18 seems to fit my situation, except we were never married in the first place..
Any thoughts/advice on these questions:
- How do I fill out Form 8962 in Turbotax for my dependent daughter who's listed in my partner's 1095-A? I do not have a 1095-A for me because I never used healthcare.gov or got any healthcare premium tax credits.
- I've read that in Form 8962 you can allocate who the premium tax credits can apply to, so I would like to allocate 0% to my daughter (she never actually used that insurance at all that year) and have all of those premiums applied to my partner's tax return. Is that allowed/possible?
