JamesG1
Expert Alumni

Education

If the IRS form 1099-Q was issued in your name, in TurboTax Online, follow these steps.

 

In the Search magnifying glass in the upper right hand corner of the screen, enter '1099-q'.  Click Enter.  Click 'Jump to 1099-q' and follow the screens.

You should reach Great news!  You don't need to report this form.  See also this TurboTax Help.

 

Is there one IRS form 1095-A which covers you and your son, both tax returns need to report the IRS form 1095-A information.

 

Follow these steps:

 

  • Down the left side of the screen, click Federal.
  • Down the left side of the screen, click Deductions & Credits.
  • Scroll down to Medical.  Click the down arrow to the right.
  • Click Start / Revisit to the right of Health Insurance Marketplace (Form 1095-A).
  • At the screen Policy shared with another taxpayer, click Yes to the question Did you share this policy with another taxpayer who is not included in this tax return.
  • At the screen Tell us more about your shared policy, include the taxpayer information.

 The IRS requires that your percentages are agreed upon by all and that the percentages add up to 100%.

 

  • Your Premium Percentage
  • Your SLCSP Percentage, and
  • Your Advanced Payment of PTC Percentage.

Taxpayer 1's tax return should reference taxpayer 2.  Taxpayer 2's tax return should reference taxpayer 1.

 

See this TurboTax Help and this TurboTax Help.

 

NOTE:  Been advised that an update to the IRS form 1099Q entry will take place by Friday, February 27.

[Edited 02/18/2026 | 2:39 PM PST]

@dreon1994


 

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