Form 8962, Part V for alternative calculation for year of marriage is not generating. How do I compute this in Turbotax Home & Business 2018?

[jeremy-galtieri]

Married in September 2018. Spouse had health coverage through October through the marketplace, and had APTC paid directly to insurer. Need to compute alternative calculation for marriage year

[TaxGuyBill · Accepted solution]

Immediately after entering (or editing) your 1095-A, you need to check the box that you got married that year.

However, in MANY cases (almost all of the cases I have personally seen), the Alternative Calculation does NOT reduce the repayment.  When that is the case, you won't see anything different on the actual Form 8962 (I think you can see it on the 8962 worksheet in the program though).

[jeremy-galtieri]

So update to my post. Alternative calculation wasn’t helpful because of the way the rule works so still ended up getting no benefit from it.

[TaxGuyBill]

Thanks for the update.  I'm glad you figured it out, but I'm sorry that the weird rules didn't give you any benefit from it.

[jeremy-galtieri]

Yeah. It’s a ridiculous rule. Income shouldn’t be combined on a yearly basis to essentially disallow your spouse’s PTC in initial year of marriage when you get married in the last 4 months of the year.

[tedblean]

In our case using the Alternative Calculation for Year of Marriage would save us some money.How do we go about entering the data in TurboTax?