topic Married filing separately, have one dependent on it in Get your taxes done using TurboTax

Married filing separately, have one dependent on it

Picturefreak88 — Tue, 10 Feb 2026 09:49:48 GMT

My taxes got rejected due to not adding my 1095-a info. My husband and I are filing separately, he pays for all of it, but we are both the recipient on it, and we have our daughter on it as well as me and him as a covered person. My question is what do I put when it asks me “your premium %” “your SLCSP %” and “your advance payment of PTC %”

im not a victim of DV, I don’t know what I’m suppose to put in the boxes

Re: Married filing separately, have one dependent on it

SharonD007 — Sun, 21 Jan 2024 21:00:48 GMT

The percentages that you should enter for your premium, your SLCSP, and your advance payment should be an amount that you and your husband agree on. It could be 50/50 or another amount depending upon which one of you is claiming your daughter. Make sure you are in agreement and that the percentages on both tax returns add up to 100% together.

Both you and your husband need to enter a copy of the Form 1095-A that you received on your tax return. TurboTax will ask you questions about if the policy was shared with someone and how to allocate the costs and credit. Follow the instructions below.

Login to TurboTax and select Fix my return
Select Fix it now on the Let’s fix your returns and then refile screen
Select Continue on the Let’s take a look at your return screen
Select Federal on the left menu and Deductions & Credits
Scroll down to Medical and select Show More
Select Start/Revisit next to Affordable Care Act (Form 1095-A)
Answer yes, I received Form 1095-A
Enter the information and select Continue
Select I shared this policy with another taxpayer who’s not on my taxes and Continue
On the next screen you will enter the SSN for your spouse and the start and end months that you shared the policy with your spouse
You will also choose the percentages of the amounts you want to claim on your tax return. Discuss the percent with your husband to report so you will be in agreement. The percentages on both tax returns should add up to 100%
TurboTax will calculate the information that should be on your return based on your answers.
Select File from the left menu and continue to refile your tax return.

For additional information, review the TurboTax Help article How do I fix e-file reject F8962-070?

Edited [1/21/24|12:55]

@Picturefreak88

Re: Married filing separately, have one dependent on it

Mike9241 — Sun, 21 Jan 2024 17:28:09 GMT

you and your ex need to come to some sort of agreement on how to split the items otherwise the tax laws demand a 50/50 split.

or you can report 100% of lines 21 through 33 on your return. form 8962

the law allows splitting any way you want for any month but the factors in part III need to split using the same % for every item for a month, the next month you can change the allocation %'s but again the same % must be used for all the factors in part III for that month

form 8962 table 3 instructions

IF:
• You divorced or legally separated from a spouse in 2023; and
• For one or more months of marriage, the policy covered at least one individual in your tax family AND at least one individual in your former spouse's tax family…
THEN allocate using the rules in Allocation Situation 1. Taxpayers divorced or legally separated in 2023 in Part IV—Allocation of Policy Amounts, later.
Specific Allocation Situations
Allocation Situation 1. Taxpayers divorced or legally separated in 2023. You and your former spouse must allocate policy amounts on your separate returns to figure your PTC and reconcile it with your APTC if both of the following apply.
•
You and your former spouse were married to each other at some point during 2023 but were no longer married to each other at the end of 2023.
•
For 1 or more months of marriage, you and your former spouse were enrolled in the same qualified health plan, or you or an individual in your tax family (as shown on your tax return) was enrolled in the same policy as your former spouse or as an individual in your former spouse's tax family.
You will allocate between you and your former spouse the total enrollment premiums, the applicable SLCSP premium, and APTC for coverage under the plan during the months you were married. You will find these amounts on your Form(s) 1095-A, Part III, columns A, B, and C, respectively. You and your former spouse may agree to allocate any percentage (from 0% to 100%) of these amounts to one of you (with the remainder allocated to the other), but you must allocate all three amounts using the same percentage. If you do not agree on a percentage, you and your former spouse must allocate 50% of each of these amounts to you and 50% of each to your former spouse.
Policy amounts allocated 100%. If 100% of policy amounts are allocated to you, check “Yes” on line 9 and complete Part IV by entering 100 in the appropriate box(es) for your allocation percentage. If 0% of the policy amounts are allocated to you, complete Part IV by entering -0- in the appropriate box(es) for your allocation percentage.