Form 8962 is not using 1040 line 7 for question 2a. It is including line 1040 line 5a which is wrong. How do I fix it?

posted

Connect with an expert

1 Best answer

Accepted Solutions

Form 8962 is not using 1040 line 7 for question 2a. It is including line 1040 line 5a which is wrong. How do I fix it?

The program is correct.

For purposes of the Premium Tax Credit (Form 8962), your income includes non-taxable Social Security.

https://www.irs.gov/instructions/i8962#idm140053809107632

https://www.irs.gov/instructions/i8962#idm140053809001312

View solution in original post

1 Reply

Form 8962 is not using 1040 line 7 for question 2a. It is including line 1040 line 5a which is wrong. How do I fix it?

The program is correct.

For purposes of the Premium Tax Credit (Form 8962), your income includes non-taxable Social Security.

https://www.irs.gov/instructions/i8962#idm140053809107632

https://www.irs.gov/instructions/i8962#idm140053809001312

Still have questions?