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Level 2
posted Apr 4, 2022 7:32:21 AM

1095-a Allocation 0% does not populate 8962 correctly

When allocating 0% to a return for the months Jan - June, the 8962 does not fill out correctly.  No numbers in any of the months. (I would expect Jan-June would be blank or 0).  Also if I scroll above, the form 8962 has ,missing/no data in boxes 1 - 8.  When I use any other percentage, 1%, 25%, 75%, etc, etc.... the form fills out correctly.  Any help?

0 2 1097
2 Replies
Expert Alumni
Apr 4, 2022 8:18:51 AM

Do you have amounts that you are reporting for July through December where your allocation is greater than 0%?

 

TurboTax has a list of unsupported calculations and this is one of them: Form 8962, Part IV - Allocation percentage applied to monthly amount cannot be at zero percent. 

 

I would just leave January through June blank on Form 1095-A and only fill out the July through December amounts and allocate that using the method you have determined. 

Level 2
Apr 4, 2022 9:11:43 AM

Thanks for the information!