MarilynG1
Expert Alumni

After you file

When you entered your wife's 1095-A (with only 1 month reported, leave other areas blank), did you indicate in the follow-up questions that you got married in 2022? 

 

Per Expert RaifH:

 

"TurboTax will do the alternate year of marriage calculation behind the scenes if you tell it to:

  1. Click Deductions and Credits
  2. Scroll down to Medical and Click Show More
  3. Click Start or Revisit next to the ACA
  4. 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."

 

Here's more info on Alternative Calculation for Form 8962. 

 

@rick-kramer2 

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