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Get your taxes done using TurboTax
You will still need a copy of the 1095-A. When you enter that, on the following screen check the box that it was shared with somebody that is not on your tax return, and then enter 0's for the allocation numbers.
Because of the Marketplace allocation, you need his Social Security Number. If you tell him that, hopefully he will volunteer the information. If you can not get it, you may need to file the tax return by mail. Because you are claiming 0%, I don't THINK his missing Social Security Number would cause any problems.
As for determining the 27%, because the policy is shared with 6 people (and he claims 100%), that makes it difficult. This method isn't necessarily exact, but it should be pretty close:
(1) Look up the SLCSP for his family of 5 (without your daughter), then look it up again for his family of 6 (actually, that should be column B of the 1095-A). That RATIO would be the approximate cost for his family of 5, and the 'left over' amount would be the amount of cost for only your daughter.
<a rel="nofollow" target="_blank" href="https://www.healthcare.gov/tax-tool/">https://www.healthcare.gov/tax-tool/</a>
(2) Then look at the 1095-A and also on HIS tax return, look at his COMPLETED Form 8962. Column A of the 1095-A will show the total cost of insurance (BEFORE any credits). From that number, SUBTRACT Line 26 of his Form 8962, or ADD Line 29 of his Form 8962. That gives the 'final' cost (for the family of 6) after the credit. Then multiply that total cost by the ratio in step #1 to determine his cost, and then then rest would be the 'extra' cost for your daughter. Then take that cost of your daughter and multiply it by 27%.
Does that make sense?
Because of the Marketplace allocation, you need his Social Security Number. If you tell him that, hopefully he will volunteer the information. If you can not get it, you may need to file the tax return by mail. Because you are claiming 0%, I don't THINK his missing Social Security Number would cause any problems.
As for determining the 27%, because the policy is shared with 6 people (and he claims 100%), that makes it difficult. This method isn't necessarily exact, but it should be pretty close:
(1) Look up the SLCSP for his family of 5 (without your daughter), then look it up again for his family of 6 (actually, that should be column B of the 1095-A). That RATIO would be the approximate cost for his family of 5, and the 'left over' amount would be the amount of cost for only your daughter.
<a rel="nofollow" target="_blank" href="https://www.healthcare.gov/tax-tool/">https://www.healthcare.gov/tax-tool/</a>
(2) Then look at the 1095-A and also on HIS tax return, look at his COMPLETED Form 8962. Column A of the 1095-A will show the total cost of insurance (BEFORE any credits). From that number, SUBTRACT Line 26 of his Form 8962, or ADD Line 29 of his Form 8962. That gives the 'final' cost (for the family of 6) after the credit. Then multiply that total cost by the ratio in step #1 to determine his cost, and then then rest would be the 'extra' cost for your daughter. Then take that cost of your daughter and multiply it by 27%.
Does that make sense?
‎June 6, 2019
12:35 AM