1095-A question

Forum|Forum|2 years ago
January 25, 2024
1 reply
6 views

I received a 1095-A in my name for the HEALTH Insurance Marketplace Statement I paid for my daughter. We share joint custody but I am responsible for all insurance coverage.. We rotate from year to year who claims her as a dependent. I will not be claiming her this year, can I still add the 1095-A to my tax return?

ItsDeductible Online

DMarkM1

Level 15

Since you say you received the form 1095-A "in your name" I assume that means your name and information is in boxes 4-6 on the form 1095-A as the recipient. In that case you would be entering the form 1095-A information in your tax return to populate a form 8962, if required, for filing.

Having said that if there are all zeroes in column B and column C then there is no premium tax credit to claim or advanced premium tax credit to pay back. You are not required to enter the 1095-A information in your tax return.

If there are amounts in columns B and C you will enter that on your return. You will enter the 1095-A information but be advised the tax family size will not include your daughter since she is not a dependent on your return for 2023.

However, if there are amounts in column C but zeroes in column B, then you will need to contact your marketplace insurer to get the correct column B information. Again, you will enter the 1095-A information but be advised the tax family size will not include your daughter since she is not a dependent on your return for 2023. You may have to pay back advanced premium tax credits since your income limits will be lower without the dependent.

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