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Level 5
March 20, 2020
Question

"Alternative Family Size" Form 8962

  • March 20, 2020
  • 7 replies
  • 34 views

For my health insurance last year I used healthcare.gov. I am doing an alternative calculation on my 2019 return because I married my wife in November 2019.

 

I am being asked to put in my "Alternative Family Size" on form 8962.


What do I put here?

Really appreciate the help

    7 replies

    Level 15
    March 20, 2020

    To trigger the alternative marriage calculation, immediately after entering your form 1095-A, TurboTax will display a page titled Let us know if these situations apply to you. On that page, check the box I got married in 2019.

     

    TurboTax will properly populate your form 8962.

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    avigo45Author
    Level 5
    March 20, 2020

    I'm trying to understand the actual form.

    On the form, there is a box for "alternative family size".

    What would I put in this box and why? 

    I would assume I would put "1" here since the alternate calculation is only applying to me, since I was married late in 2019 and that health insurance only applied to me in 2019 (not my wife)

    I know it can be automatically populated, I just like to know why and was curious if anyone here knew why.

    Thanks

    Level 15
    March 20, 2020

    If you got married in 2019 and you met a long list of other conditions, you might qualify to use this alternative calculation. 

     

    To learn more, click the link below and scroll down to Table 4. That will tell you if this applies to your situation.

     

    Click here. 

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