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Level 1
February 16, 2024
Question

1095-A

  • February 16, 2024
  • 2 replies
  • 6 views

Hi! do i need to fill out 1095-a on my return for my dependant college student son over age 24, he made less than $4000, I have employer insurance. 

    2 replies

    Level 15
    February 16, 2024

    Is your name on the 1095-A? Then no, you do not have to add this form to your return. Your son needs to file (to recover his withholding and to reconcile the premium tax credit) and to add the 1095-A to his return.

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    Mike9241
    Level 15
    Level 15
    February 16, 2024

    you may still be able to claim your son as a qualifying relative (dependent)

    Qualifying Relative and eligible to be claimed as a dependent the rules are:

    • lived in your household the entire year. temporary absences are ignored
    • gross income for 2023 less than $4,700
    • you provide over ½ their support
    • isn’t a qualifying child of another taxpayer
    • you can’t be claimed as a dependent
    • the person must be unmarried or if married must not file a joint return unless they are only filing to claim a refund. Also, there must be no tax liability for either the dependent or the dependent’s spouse if they would have filed separate returns
    • a US citizen, resident alien or national or a resident of Canada or Mexico

     

    if he can be claimed by you  then on his own return he must mark that he can be claimed as a dependent

    if he is your dependent the 1095-A reporting goes on your return. 

     

    Mike9241