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Level 1
posted Feb 20, 2023 8:22:01 AM

How to get Form 1095-A and Form 8962 to Calculate When you haven't received Advanced payments?

In TurboTax 2022 I filled out my 1095-A which leads to the automatic creation of a Form8962. I did not receive any Advanced Premium Tax Credit payments in 2022 for my qualified Marketplace Health Plan. But I do qualify to receive them based on my income for 2022.

So in column “C” of my 1095-A there is nothing but zeros. In Turbotax, the ONLY way to make the form 8962 actually calculate your Premium Tax Credit is to have at least $1 shown in any of the monthly payments of Column C on the 1095-A. Otherwise TurboTax will not do any of the math calculation on the form 7892. Even though its only $1 (which is not in my favor), I don’t want to file an incorrect 1095-A but I see no other way to get the Form8962 to give me my tax credit?

0 4 500
4 Replies
Expert Alumni
Feb 20, 2023 8:43:00 AM

Yes, you cannot leave Column C blank but you can and should put in zero in column C for each month of coverage.  

 

If Column B is blank you must make entries in that column greater than zero for each month of coverage.  You can find the "Second Lowest Cost Silver Plan" amount for Column B by using this link to the healthcare tax tool or by contacting your marketplace insurer.  

Level 1
Feb 20, 2023 8:58:05 AM

If I leave all zeros in Column C, Turbotax makes no attempt at determining the PTC (PremiumTaxCredit calculation) and I it shows I owe federal taxes. If I simply add $1 to just one of the months in Column C of the 1095-A and leave all the rest $0.00, Turbotax then does the PTC calculation and I swing to a multiple thousand dollar refund. The only way to get the program to do the 8962 tax credit calculation is by entering this small value into Column C of the 1095-A. Isn't this a bug? I will technically be entering an incorrect 1095-A by only $1 (even though I did not receive any any advanced premium credits).

Level 8
Feb 21, 2023 12:09:25 PM

 If no APTC was paid for your or your family member’s coverage, the SLCSP premium reported in Part III, column B, lines 21 through 32, of Form 1095-A may be wrong, left blank, or reported as -0-

See HERE  Line 10 pg 12, also pg 2. 

Here's a good workaround, put an .01 in that column and that should work. See HERE  

 

Level 15
Feb 21, 2023 7:08:47 PM


@YourUserTestor wrote:

If I leave all zeros in Column C, Turbotax makes no attempt at determining the PTC (PremiumTaxCredit calculation) and I it shows I owe federal taxes. If I simply add $1 to just one of the months in Column C of the 1095-A and leave all the rest $0.00, Turbotax then does the PTC calculation and I swing to a multiple thousand dollar refund. The only way to get the program to do the 8962 tax credit calculation is by entering this small value into Column C of the 1095-A. Isn't this a bug? I will technically be entering an incorrect 1095-A by only $1 (even though I did not receive any any advanced premium credits).


 

 

Is Line 5 of your 8962 less than 100?  If so, you probably don't qualify for the credit, because your income is too low.