DMarkM1
Expert Alumni

After you file

You do not need to enter the form 1095A information in your tax return for 2023 and you do not need to amend your 2022 tax return to include the form 1095A.   The form 1095A information is entered to generate a form 8962.  You only need to file a form 8962 if you are claiming a Premium Tax Credit (PTC) or you or someone in your tax family (on your tax return) received Advanced Premium Tax Credits (APTC).  See page 2  "Who needs to file" in the Form 8962 Instructions.  

 

Since line 5 is not at least 100% or less than 401% and you do not qualify for an exception (page 8, Form 8962 Instructions) you are not eligible for a PTC.  See pages 2-3, Form 8962 Instructions "Who can take PTC."  

 

Further, since there are zeros in column C on your 1095A, no APTC was paid which disqualifies you from PTC and the exception for household income less than 100%.  

 

You should delete all 1095A entries in the "Medical" topic and delete any forms 1095A and forms 8962 started in your returns.  Below are the steps to delete a form in TurboTax online products.

 

1. Select "Tax Tools" in the left hand menu
2. Select "Tools"
3. Select "Delete a Form"
4. Find the form 8962 and any 1095As
5. "Delete"
6. "Confirm Deletion"

 

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