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Level 3
posted Jan 23, 2020 7:13:58 PM

1095-A Entry

Why is this entry so difficult to find ?   Seriously - the directions / articles are WORTHLESS . I've already spent more time trying to enter this info than I have to prepare my entire year's taxes.   

The instructions suggest I need to click on search, enter 1095a and then   hit the "Jump To" button - which I have never seen - its not there - never has been.  SO I GET NOWHERE.  Frustrating.  Seriously - why isn't the **bleep** thing on the menu like everything else.     I cannot even find it in the forms section.     Drives me crazy.  

 

 

5 42 26533
1 Best answer
Employee Tax Expert
Jan 23, 2020 7:32:39 PM

Please try this alternative method.

 

In TurboTax, you can enter your form 1095-A by following these steps: 

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Deductions & Credits on top of the screen
  3. Scroll down to All Tax breaks, locate the section Medical and click on Show more
  4. Click Start next to Affordable Care Act (Form 1095-A).

24 Replies
Employee Tax Expert
Jan 23, 2020 7:32:39 PM

Please try this alternative method.

 

In TurboTax, you can enter your form 1095-A by following these steps: 

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Deductions & Credits on top of the screen
  3. Scroll down to All Tax breaks, locate the section Medical and click on Show more
  4. Click Start next to Affordable Care Act (Form 1095-A).

Level 3
Jan 23, 2020 7:56:13 PM

Thanks - after about 10 more minutes of digging, I found it.  I am using the  Mac Business version so my menus do not match any of yours and that has been the biggest problem. Seems all the built-in  help responses only apply to the online version which makes them worthless to me.      I **REALLY** don't know why its not documented in the help section and why all the tips that show up only pertain to the online version.   It makes using the dowloaded version very frustrating.        Since I was not using anything in  the deductions  section - I glossed over it and missed the item - it was there , it just  was not intuitive where it was located.    

In my copy of the software I had to go into Personal Tab > Deductions and Credits > Choose What I Work On> Medical > and finally, the very last entry in medical  ACA / 1095-A .      One hour of lost time I'll never get back... ugh. 

Best regards & thanks again.  

Level 1
Jan 31, 2020 10:38:56 AM

Thank you!

New Member
Feb 20, 2020 4:44:18 PM

FOUND IT!!!!!

 

THANK YOU!!!

Employee Tax Expert
Feb 20, 2020 4:51:45 PM

To the left of the screen, click on Federal.

Click on Deductions & credits.

Under Your tax breaks, scroll down to Medical.

Click Start or Revisit to the right of Affordable Care Act.

 

 

New Member
Mar 7, 2020 9:04:27 AM

OK, got it figured out, so never mind. SORRY

Expert Alumni
Mar 7, 2020 9:12:35 AM

@6ixgun To get to and enter your 1095-A form:

 

  1. Type health insurance in the search box and click on the Jump to link.
  2. You should land on the Did you receive Form 1095-A for your health insurance Plan? screen. 

 

 

 

 

Returning Member
Mar 11, 2020 11:08:41 AM

Should be 0 on both of us.

Employee Tax Expert
Mar 12, 2020 5:50:28 PM

What should be 0 for both of you? Did you have a 1095-A to report? 

 

If you purchased insurance through the marketplace and received a 1095-A, that must still be reported on your return.This will calculate the Net Premium Tax Credit on Form 8962. This form reconciles the amount of the credit available to you with the amount already received as an Advance Premium Tax Credit. The result could be additional credit owed to you, or you may have to repay any amount already received in advance. Because of either of these results, it is important for taxpayers to include the information from Form 1095-A on their return.

 

Follow these steps:

  • Click on Deductions & Credits under Federal
  • Under the menu for Medical, click Start/Revisit next to Affordable Care Act (Form 1095-A)
  • Answer Yes indicating that you have the form to enter
  • Complete the information on the next screen to match your form and click continue

Returning Member
Apr 5, 2020 11:00:24 AM

I am doing the fathers tax return There are 3 people on the 1095-A form. The father and his 2 daughters

the coverage start date and end date  for all 3 people is 1-1-2019 to 12-31-19.

The father does not claim either of his daughters on his tax return. The one daughter filed her own taxes she is 22  years old and is working. The other daughter is 19 years old and was claimed on her mothers tax return.

I entered in the shared policy allocation information the 22 year old daugher's social security number. when I do the smart check it gives me 6 errors all dealing with this. Can someone help me enter the correct Premium percantage, SLCSP% and the advanced payment of the PTC %

 

 

Expert Alumni
Apr 5, 2020 11:31:05 AM

The correct allocation adds up to 100 percent for all three people on the 1095A.

 

There really is no correct allocation, it can be what is agreeable to all parties on the 1095A. If your father is paying for health insurance, he may want the full benefit of the calculation. So he would take 100 percent and the daughters would take 0 percent. Or he could split it 34/33/33 or 50/25/25. 

 

The Premium Percentage, SLCSP, and the advanced payment should all be the same (unless you have figured a way to make it benefit you). So if your father is taking 100 percent, fill out all three with 100. If he is taking 34 percent, then put 34 in each of the boxes. Make sure the daughters know what the father is claiming and that they have a copy of the 1095A. They will need to claim it on their own returns. The Marketplace does not always mail the copies to everyone.  

New Member
Apr 16, 2020 5:38:24 PM

This was the best and eeasiest to comprehend answer for my downloaded version of Turbo Tax  Thanks!

Level 2
Jul 9, 2020 10:22:04 AM

I do not have a 1095-A or perhaps misplaced it.  I have Medicare and not sure what to put in this area.  I also have Tri Care for Life (Military) and I got a 1095-B.  

Don

Level 1
Jul 12, 2020 11:16:23 AM

I have the same issue.  So Frustrating. They need to fix this.

Employee Tax Expert
Jul 12, 2020 11:21:10 AM

There were a number of issues listed above. Which one do you find to be frustrating?

Level 1
Jul 12, 2020 12:38:04 PM

I finally found a way on my own. I had previously entered some 1095-A data but Turbo Tax would not let me open up the 1095 interview to make a correction. None of the directions above worked for me. There was no "jump to" option in the search results and there was no "federal" button in the upper left.  After much frustration and many attempts, I clicked on "Tools" in the upper left and then "My Tax Data." I then scrolled down to the 1095-A form and  clicked on "jump to interview."  I could then make any corrections necessary.  I don't know if this would work for the initial entry.

Employee Tax Expert
Jul 14, 2020 7:34:02 AM

Medicare or Tri-Care does not need to be reported. Only the 1095-A needs to be entered on your return from insurance purchased through the marketplace. If you received a different 1095 form, such as one from employer benefits, you do not need to enter anything on your return. It is for your records only.

 

If you purchased insurance through the marketplace and received a 1095-A, that must still be reported on your return.This will calculate the Net Premium Tax Credit on Form 8962. This form reconciles the amount of the credit available to you with the amount already received as an Advance Premium Tax Credit. The result could be additional credit owed to you, or you may have to repay any amount already received in advance. Because of either of these results, it is important for taxpayers to include the information from Form 1095-A on their return.

 

Follow these steps:

  • Click on Deductions & Credits under Federal
  • Under the menu for Medical, click Start/Revisit next to Affordable Care Act (Form 1095-A)
  • Answer Yes indicating that you have the form to enter
  • Complete the information on the next screen to match your form and click continue

Returning Member
Feb 18, 2021 3:31:03 PM

I read that you should leave the one box empty?... see attachment of that page on the turbotax filing page... Is this correct? (the other 50% will be on a separate tax return of shared health insurance)

Returning Member
Feb 19, 2021 8:59:13 AM

Hello does anyone have an answer to this?

Returning Member
Feb 19, 2021 9:22:32 AM

Everytime I call the help line, it keeps me on hold for a few minutes and then hangs up on me! Then somehow, I was able to leave a call back number... someone called me back, I explained my questions, she didn't seem to understand my question, and then asked me if I preferred to talk to a tax representative!! I thought that was who I was talking to?!?! She she said she was transferring me, and the line hung up! I've been hung up on at least 5 time today!

Intuit Alumni
Feb 19, 2021 10:41:41 AM

@Denise77 If you are trying to get the 1095-A entered, let me see if I can help. I am posting instructions and a screenshot below.

If you purchased health insurance through Healthcare.gov or your state's health insurance marketplace, you should receive your 1095-A by mid-February.

Your 1095-A should include info for everybody on your return who was enrolled in a Marketplace plan, and is required to calculate the Premium Tax Credit.

Here's how to enter your 1095-A in TurboTax:

  1. Open (continue) your return if you don't already have it open.
  2. Search for 1095-A and select the Jump to link at the top of the search results.
  3. Answer Yes on the Did you receive Form 1095-A for your health insurance plan? screen and Continue.
  4. Enter your 1095-A info on the next screen and select Continue. We don't need all the info from your 1095-A, so we'll only ask about the info that affects your return.

If you have Form 8962 and a 1095-A, and aren't sure what to do with them, go here for info on how to file them with your return.

 

New Member
Feb 19, 2021 12:25:26 PM

I am trying to complete 1095-B form. It is asking for payment amounts. I have not made payment amounts as I am covered by medicare and medicaid. What can I do to move forward?

Employee Tax Expert
Feb 19, 2021 12:36:51 PM

You do not need to enter any information from your 1095-B.   The health insurance section only requires information from Form 1095-A to be entered there.   Delete the 1095-A you started and answer NO to the ''Did you receive a 1095-A or have insurance through the Marketplace?'' question.   Keep the 1095-B with your tax records but don't enter that information on your federal tax return.  

 

If you purchased health insurance through Healthcare.gov or your state's health insurance marketplace, you should receive your 1095-A by mid-February.    Your 1095-A should include info for everybody on your return who was enrolled in a Marketplace plan, and is required to calculate the Premium Tax Credit.    However, if you did not have this type of insurance and do not have a 1095-A, you can skip the health insurance section in TurboTax as you do not qualify for the credit.     @Gvaughn

Returning Member
Feb 20, 2021 6:09:22 AM

Thanks. I had no problems filling out the screen asking for the 1095-A info. It is the next screen that I am questioning where they want percentages (see screen shot attached). The second screen shot is of the help box on that screen. They give you different scenarios as examples to use. When I actually got someone on the phone, they said I should put 50 in all three boxes, yet the help box says to leave the one empty.... I am not sure why.