If you paid for your non-dependent's insurance, you will still refer to him on your return.
- Do not add that son's 1095-A to your tax return.
- However, you will report that 1095-A as a shared policy. Under "Let us know if these situations apply to you***", you will see:
- "TurboTax will ask you if "I shared this policy with another taxpayer who's not on my return".
- When you check this box, you will be asked a series of questions.
- When asked for allocation percentages, answer 100****
When your non-dependent son does his return, he enters his own 1095-A. he will also indicate that he has a shared policy. He will need your Social Security number. He enters 0 (zero) as the percentage of this allocation.
For your dependent sons, add the 1095-A forms. Again, when asked, allocate 0% to your two dependent sons.
TurboTax fills out the 8962 based on your input; you never see it directly.
***This is from the desktop version of the product - the wording may vary for the Online product.
**** The allocation numbers are up to you - so long as the numbers add up to 100%, you can allocation the premiums and PTC any way you like. However, since, presumably you paid for the insurance, it's normal that the parent take 100% and the children take zero percent.
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