I'm in a similar boat on this. I had paid for my son's health care through the marketplace. I included his 1095-A on my return but neglected to indicate it's a "shared policy" and did not include the 1095-A on his return. My income this year was over the threshold and we had to pay back all the advance credits. This week my son received a letter from the IRS requesting the 8962 and 1095-A, to complete and process his return. So to fix my oversight I will need to indicate this is a shared policy on both our returns. From reading this it would be our advantage to allocate 100 percent to my son (who had minimal income), which would lower our tax owed, and give him a larger refund. This would require amending our return. Does all of this seem reasonable to you, and if so do I enter 100% in all boxes (Premium Percentage, SLCSP, Advance Payment of PTC) for him, and 0 on ours? Thank you!
