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Level 1
posted Apr 10, 2023 5:51:18 PM

1095-A how to share with more than one person

The 1095-A form is shared with 5 people. My parents already filed their in person and included themselves plus one more. They got 60% of it. All that's left is 20% for myself and 20% for my sister. On the tax file, since it only allows me to enter one more person, Do I enter 20% for myself and 80% for my parents? and will my sister do the same. I don't want this to affect their taxes even though theirs is already complete. Hopefully someone can help since turbotax keeps hanging up my calls :(

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1 Best answer
Level 15
Apr 11, 2023 12:11:07 PM

That sounds right, as long as all percentages add up to 100%. Be aware, though, that there are a number of scenarios that could apply.

 

Please see the TurboTax Help article I'm on my parents' 1095-A form. What do I do on my return? for guidance.

 

See also Part IV—Allocation of Policy Amounts in the IRS' Instructions for Form 8962 for more information.

1 Replies
Level 15
Apr 11, 2023 12:11:07 PM

That sounds right, as long as all percentages add up to 100%. Be aware, though, that there are a number of scenarios that could apply.

 

Please see the TurboTax Help article I'm on my parents' 1095-A form. What do I do on my return? for guidance.

 

See also Part IV—Allocation of Policy Amounts in the IRS' Instructions for Form 8962 for more information.