ErnieS0
Expert Alumni

State tax filing

If your son is not covered under Marketplace insurance, it doesn’t matter if you indicate that you were covered all year.

 

Insurance coverage is reported on a worksheet that is not transmitted to California.

 

If your son had Marketplace insurance, TurboTax will create Form 3853 in which case, check the months your son was covered by California insurance.

 

On “Did you have a situation that waives the tax penalty for being uninsured?” select Resident of foreign country or U.S. territory.

 

The FTB exception category is “Certain citizens living abroad/residents of another state or U.S. territory” so a resident of another state falls in this category.

 

On “Select the months you lived in another country” enter the months your son lived in Texas. TurboTax should say the penalty has been waived.

 

See Exemptions in Health care mandate.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"