TurboTax will do the alternate year of marriage calculation behind the scenes if you tell it to:
- Click Deductions and Credits
- Scroll down to Medical and Click Show More
- Click Start or Revisit next to the ACA
- Once you enter the 1095-A or verify the information that has already been entered you will come to a screen that says Let us know if these situations apply to you. Click I got married in 2021 and answer the two follow-up questions.
Once you have entered that information, TurboTax will automatically apply the calculation that yields a better result. It will not show its work if the alternate calculation does not yield a better result. As I said above, if 4.25% of your family's total income exceeds the annual SLCSP premiums and half your income is more than 400% of the federal poverty level, it is unlikely that the alternate calculation will lead to a better result, even if you currently have to repay the entire advanced premium tax credit. The household size for the poverty level would be one less than your actual household size since you would not be including the spouse for the alternate calculation.
@dconstanzino
