Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Dec 28, 2023 6:52:20 PM

ACA Clawback Help

All of the ACA stuff is new and extremely confusing for me. I've tried to research online but a lot of the information is worded vaguely.

 

If I underestimate my annual income, I understand that I may be required to pay back some of the credits I received. I am confused by the payback cap amounts. If by some miracle my income ended up being above 400% of the FPL, it says online that there is no cap and I would have to repay 100%. Does that mean I would have to repay every dollar in credit I received throughout the year?

 

That doesn't make sense as the healthcare.gov website displays an available credit even if you estimate your income to be above the 400% of FPL level from the beginning.

 

I'm sure I am missing something simple here but taxes make my head hurt and I just need some assistance clearing the fog.  Thanks! 🙂

0 2 978
1 Best answer
Level 15
Dec 29, 2023 10:55:15 AM

The repayment  is UP TO 100% of the advance credit ... working the form 8962 is really the only way to see how much of the credit needs to be repaid.   https://www.irs.gov/forms-pubs/about-form-8962

2 Replies
Level 15
Dec 29, 2023 6:53:17 AM
Level 15
Dec 29, 2023 10:55:15 AM

The repayment  is UP TO 100% of the advance credit ... working the form 8962 is really the only way to see how much of the credit needs to be repaid.   https://www.irs.gov/forms-pubs/about-form-8962