Amended return after 1095A

[sp4rkl3z]

I've got an unusual problem that I'm having trouble solving. Last year my late ex-partner claimed all 4 of our children and somehow received 4 months of assistance paying for health insurance for just one child even though due to my income, the children had state insurance. So, I filed my taxes right away this year and they were rejected due to needing to fill out form 8962 because one of my dependents received a credit for health insurance last year. I was able to get form 1095A from the mother of my deceased partner, but I'm finding it impossible to fill out because it is irrelevant to my current tax situation. I received a 1095B for the kids. The IRS said they can't process my return without the 1095A/form 8962. I claimed 3 of the 4 kids this year, and so I have created an amended return through Turbo Tax, excluding the child that had 4 months of credit and adding the child that I did not claim since only 3 kiddos count. Does anyone know if this is something that can even be done without creating more problems? I don't know what else to do about this stupid credit my ex received, because he is dead so he can't fix it himself.

[LeonardS]

Whoever is filing the 2019 tax return for your late ex-partner will use the information on his Form 1095-A for the one child he claimed.  You will file, amend, your 2019 tax return and use the information on your Form 1095-A for the 3 children you claimed.  Do not claim the child that was reported on your late ex-partner's Form 1095-A.

[sp4rkl3z]

No one is filing for him - his estate is a disaster. At least no one responsible is filing with any urgency.

I have already filed back in January with the child on his form 1095A - before I knew he had gotten the form or the credit. So my question is still, should I amend my return thereby removing that child and adding the child that I was going to let him claim, the one he did not get a credit for? Or if I amend my return at this point, am I creating a bigger disaster? Thank you for your help

[Irene2805]

Just to be clear on a few points:

• You said you filed in January but it was rejected.  Right?  Since your 2019 return was rejected, you're not amending it in the sense of filing a 1040X, you are just changing it for an original filing.
• Is the 1095-A you have for 2019?  
• Forget the 1095B -- you don't have to enter it in your return,

The IRS is not going to be happy without a copy of the 1095-A, and the 8962.  And if the IRS isn't happy.... 🙂  Try your best to enter the 1095-A in your return. All the info is on the form.  To enter the form please follow these steps:

1. On the Deductions & Credits screen, scroll to the Medical section.
2. Click the Start/Revisit box next to Affordable Care Act (Form 1095-A).
3. If you have already started entering the 1095-A, you will see Here's what we have for your 1095-As.
4. Click Edit next to the form.

5. If you haven't started, continue to the entry screen for the 1095-A.

6. On the screen, Let us know if these situations apply to you, leave the boxes blank and click Continue.

Since you are reconciling the Premium Tax Credit with the entry of the 1095-A, and the 8962, you might as well claim all of the kids.