Deductions & credits
Thanks for looking into this. My situation is a bit different than the scenario you mocked up in that I did have coverage for the entire year, but the shared coverage with the member of different tax family was only for Jan to Aug. For the remaining months, Sept to Dec, I was on my own. Due to an unforeseen underestimate of my income, I need to repay most of the premium tax credit that I received for those four months (Sept to Dec). But when I set the allocation for Jan to Aug, it zero's out the entire form and does not include the amount that I need to repay for Sept to Dec.
I also noticed a weird glitch. If I set the allocation to 1% rather than 0%, it fills out the form properly (for a 1% allocation) and correctly calculates the amount of the advanced PTC that I need to repay. I also checked other allocation percentages and TT gets those correct also. Only when it sees a 0% does it glitch and zero out the entire form.
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In the mock up that I did below, assume that my allowed monthly PTC was only $300, so for Sept to Dec I would need to repay 4 x ($800 - $300) = $2000. For Jan to Aug everything should be allocated to the other tax family so I would not have to repay for those months. But setting the allocation to 0% for Jan to Aug causes TT to zero out the form 8962 and incorrectly say that I owe no repayment.
