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Level 1
posted Oct 17, 2018 8:05:06 PM

Editing Shared Responsibility Worksheet

Hi,

I'm a Turbotax user on OSX. I've received a partial marketplace exception for 2017.  In form 8965, how can I edit the "Health Care Individual Responsibility Calculation Smart Worksheet" and/or the  "Shared Responsibility Payment Worksheet" to reflect this?   I have all "X"s and need to fill in some "E"s.  All values here show as "calculated" but it's not clear from where.    FYI, "Override" is greyed out. 

 

Thank you

 

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1 Replies
New Member
Apr 3, 2019 5:01:32 PM

I had this problem too. I solved it this way:

  • Click "Forms" in the top left hand corner
  • Click "Open Forms"
  • search for "Personal Information Worksheet", open it.
  • Scroll to the bottom where it says "Part IV–Healthcare Coverage". You can edit this part, and the edits will be reflected in your Form 8965.