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KM1012
New Member

1095-A form with covered individual that does not qualify as a dependent?

I received 4 1095-A from for my self and 3 sons.  One son will not qualify as a dependent, due to 20204 income of $9,100.00.   He will be filing his own taxes.   We took the the advance premium credit.   We did not need to pay any premiums.   So ...

1.  Do I need to just not add his 1095-A form on my return?  

2. Do I need to fill out a 8962 form to allocate premium to him?

3. Will he need to add info from 1095-A  info to his tax return, when asked?   

 

It also seems that i am to fill out 8962 from but the Turbo Tax software never asks not brings it up as I proceed>

 

Thank you, 

 

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2 Replies

1095-A form with covered individual that does not qualify as a dependent?

 

since he got his own 1095-A and is not a dependent on your return, it is not reported on your return. he must file his own return and include it

 

if he was not included on your 1095-A, then nothing more needs to be done with regard to him on your return. 

BillM223
Employee Tax Expert

1095-A form with covered individual that does not qualify as a dependent?

If you paid for your non-dependent's insurance, you will still refer to him on your return.

 

  • Do not add that son's 1095-A to your tax return.
  • However, you will report that 1095-A as a shared policy. Under "Let us know if these situations apply to you***", you will see:
    • "TurboTax will ask you if "I shared this policy with another taxpayer who's not on my return".
    • When you check this box, you will be asked a series of questions. 
    • When asked for allocation percentages, answer 100****

When your non-dependent son does his return, he enters his own 1095-A. he will also indicate that he has a shared policy. He will need your Social Security number. He enters 0 (zero) as the percentage of this allocation.

 

For your dependent sons, add the 1095-A forms. Again, when asked, allocate 0% to your two dependent sons.

 

TurboTax fills out the 8962 based on your input; you never see it directly.

 

 

***This is from the desktop version of the product - the wording may vary for the Online product.

 

**** The allocation numbers are up to you - so long as the numbers add up to 100%, you can allocation the premiums and PTC any way you like. However, since, presumably you paid for the insurance, it's normal that the parent take 100% and the children take zero percent.

 

 

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