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New Member
posted Jun 1, 2019 9:55:55 AM

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?

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1 Best answer
Level 9
Jun 1, 2019 9:55:57 AM

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



1 Replies
Level 9
Jun 1, 2019 9:55:57 AM

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