Adding Form 8962 to my TT return

[ottokess]

How do I add Form 8962 to my TT return.  What steps do I do to add just a Form??

[ThomasM125]

You need to enter your Form 1095-A you receive from the marketplace insurance exchange in TurboTax to generate Form 8962. You enter it in the Deductions and Credits section, then Medical, then Affordable Care Act (Form 1095-A).

[ottokess]

Yes. I did that on my tax return. Everything is good there.  However, the will not accept my daughter's return because they want a Form 8962.  If I put in all the 1095 A numbers it changes my daughter's return from getting a few hundred dollars back to thousands and that does not feel right to me.  Is that right???  I was think I just needed to add the Form 8962 and put the numbers in.  ???

[ThomasM125]

If you claim 100% of your daughters insurance premiums on your tax return, enter the Form 1095-A on her return and check the box that indicates that she shared the policy with another taxpayer. Then , on the screen that says Since this is a shared policy, we need to know how to allocate the policy amounts, enter $0 for your premium percentage, Your SLCSP percentage and Your Advanced Payment of PTC percentage. 

[ottokess]

That sounds right. BUT where is the box to check that it is SHARED ???

[DawnC]

On the next screen after you enter the 1095-A info, you will get this screen.  Put a check in the box that says this is a shared policy.  

[ottokess]

TY. I swear I did not see that screen. I will try agin tonight