Since your second child is not a member of your tax household, a portion of your 1095-A must be allocated to your partner's tax return.
You can allocate the policy and the advanced premiums paid between yourself and your partner how you wish, as long as the entire amount is being claimed. To allocate the plan in TurboTax:
- In Federal > Deductions & Credits scroll down to Medical and click Start/Revisit next to Affordable Care Act (Form 1095-A)
- Enter the information as it appears on Form 1095-A.
- Let us know if these situations apply to you click I shared the policy with another taxpayer who's not on my taxes.
- Enter the allocation information that you have determined. Use your partner's social security number, not your child's on the allocation screen. The three percentages must be equal, if you are claiming 75% of the premium percentage, you must also claim 75% of the SLCSP percentage and the advanced payment of PTC percentage.
Please note when your partner files, they must claim whatever percentage you did not. If you claimed 75%, she must claim the other 25%. Do not do the allocation yourself from the numbers on the form. Enter Form 1095-A with the exact numbers it reports.
