1095-A

[lmerseth]

I was on my mom's covered california plan for 2022, and got married in June of 2022 so i filed married jointly for my 2022 taxes. My mom got a 1095A and claimed 100% on her taxes. I just got a letter from the IRS asking to submit my 1095A and a form 8962. I am not sure what to do as I did not receive a 1095A in my name and the form 8962 is asking for my family size and income but with the info from my moms 1095A is based on her income. I am confused on what to do. Thank you in advance!

[CatinaT1]

Even though you didn't receive a 1095-A, you still need to complete Form 8962 because a Healthcare.gov plan covered you. 

Each situation is handled differently. This article describes the different situations. When you find the one that applies to you, click on it, and instructions to for reporting will be explained.

[Critter-3]

Simply... if she claimed 100% of the credit then you just need to fill in the 8962 claiming 0% of the credit ... this will change nothing on your return but will make the IRS happy.

[lmerseth]

Great thank you so much! Do I use me and my husbands info for I’m one and everything else on the 8962? Anything to make the IRS happy…. Lol

[lmerseth]

*info for income 

[JohnW152]

Yes, use your and your husband's income, and any dependents' modified adjusted gross income, on Form 8962, Premium Tax Credit.  All figures in Part I of the form should be based on your information.

See Line 2a and Line 2b in the Instructions for Form 8962 for more information.