1095-A form 8962
Who Must File
You must file Form 8962 with your income tax return (Form
1040, 1040-SR, or 1040-NR) if any of the following apply to you.
• APTC was paid for you or another individual in your tax family.
Tax family. For purposes of the PTC, your tax family consists of the following individuals.
• You, if you file a tax return for the year and you can’t be claimed as a dependent on someone else’s 2021 tax return.
• Your dependents whom you claim on your 2021 tax return.
policy allocation - you need info from your ex
Allocation Situation 4. Other situations where a policy is shared between two tax families. Complete Part IV using the rules in this section if you need to allocate policy amounts and Allocation Situations 1 through 3 do not apply
Allocation Situation 4 generally applies if another taxpayer indicated to the Marketplace that his or her tax family would include an individual you are including in your tax family
In such cases, the Form 1095-A sent by the Marketplace for the policy does not accurately reflect the members of your coverage family and the other taxpayer's coverage family. Therefore, you and the other tax family must allocate the enrollment premiums, the APTC, and the applicable SLCSP premium so that each family is able to compute their PTC and reconcile their PTC with the APTC paid for their coverage.
Under the rules in this section, you and the other taxpayer may agree on any allocation of the policy amounts between the two of you. You may use the percentage you agreed on for every month for which this allocation rule applies, or you may agree on different percentages for different months. However, you must use the same allocation percentage for all policy amounts (enrollment premiums, applicable SLCSP premiums, and APTC) in a month. If you cannot agree on an allocation percentage, each taxpayer’s allocation percentage is equal to the number of individuals enrolled by one taxpayer who are included in the tax family of the other taxpayer for the tax year divided by the total number of individuals enrolled in the same policy as the individual(s). The allocation percentage you use and that you put on line 30 of Form 8962 is the percentage of the policy amounts for the coverage that you will use to compute your PTC and reconcile APTC.
Policy amounts allocated 100%. If 100% of the 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.
if you can't get info from your ex, you'll need to contact the Marketplace for guidance
