To enter a 0% allocation for Form 8962 in TurboTax without zeroing out the entire form, you must use the Shared Policy Allocation section to assign 100% of the policy to the other taxpayer and 0% to yourself.
Before taking any other steps, you might try exiting the return. Clear cache and cookies, and restart your computer.
When you enter your 1095-A into TurboTax, there will be an option (a box to check) that says I shared this policy with someone not on my tax return. After checking that box, you will get the option to name someone else as recipient of the amounts in Boxes A and C
In the 1095-A entry screen, select "Yes" to shared policy, enter the other person's SSN, and enter "0" for your percentage in Part IV.
Steps to Enter 0% Allocation (Shared Policy):
- Enter 1095-A Data: Enter your Form 1095-A details as shown.
- Shared Policy Question: When asked if you shared this policy, answer Yes.
- Allocate Percentage: When asked for your allocation percentage, enter 0 for all months.
- Other Taxpayer Info: Enter the SSN of the person who is taking 100% of the policy allocation.
- Verify Part IV: This tells TurboTax that while you have a 1095-A, your share of the premium tax credit is 0%, thus not zeroing out the entire form, but rather correctly reporting a 0% allocation in Part IV of Form 8962
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