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thehawker
New Member

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

 
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Accepted Solutions
Coleen3
Intuit Alumni

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

Get the 1095-A  and enter it into your return.

In this case, TurboTax will ask you to enter a 1095-A. You'll enter the information from your parents' 1095-A. The next screen will ask you about your health plan being shared, so check the box.

Then you'll see a screen asking for shared policy information. You enter the following:

  •  Enter the social security number in box 5 (recipient's SSN) on your parents' 1095-A
  •  Enter the starting month and ending month that you had the insurance

Now you'll be asked to enter percentages for Your Premium, Second lowest cost silver plan (SLCSP) and advanced payment.

You should see amounts on your parents’ 1095-A, column A, B, and C. You and your parents should agree on what percentage of those amounts you’ll claim on your return, and what percentage they’ll claim on theirs. You can use anything from zero to 100 percent, as long it all adds up to 100 percent.

Example: Nate is working and not on his parents' tax return. He is on their Marketplace health plan and listed on their 1095-A. He didn't receive a 1095-A in his name.

He and his parents have to figure out how much of column A (monthly enrollment premiums), column B (monthly SLCSP) and column C (advanced payments) on their 1095-A will go on their return and Nate's return. They decided that Nate will enter 10% of those amounts on his return and his parents will enter 90% on their return. They could have decided to have 100% on the parents' return and zero percentage on Nate's return.

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5 Replies
Coleen3
Intuit Alumni

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

Get the 1095-A  and enter it into your return.

In this case, TurboTax will ask you to enter a 1095-A. You'll enter the information from your parents' 1095-A. The next screen will ask you about your health plan being shared, so check the box.

Then you'll see a screen asking for shared policy information. You enter the following:

  •  Enter the social security number in box 5 (recipient's SSN) on your parents' 1095-A
  •  Enter the starting month and ending month that you had the insurance

Now you'll be asked to enter percentages for Your Premium, Second lowest cost silver plan (SLCSP) and advanced payment.

You should see amounts on your parents’ 1095-A, column A, B, and C. You and your parents should agree on what percentage of those amounts you’ll claim on your return, and what percentage they’ll claim on theirs. You can use anything from zero to 100 percent, as long it all adds up to 100 percent.

Example: Nate is working and not on his parents' tax return. He is on their Marketplace health plan and listed on their 1095-A. He didn't receive a 1095-A in his name.

He and his parents have to figure out how much of column A (monthly enrollment premiums), column B (monthly SLCSP) and column C (advanced payments) on their 1095-A will go on their return and Nate's return. They decided that Nate will enter 10% of those amounts on his return and his parents will enter 90% on their return. They could have decided to have 100% on the parents' return and zero percentage on Nate's return.

thehawker
New Member

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

I already filed my return and the IRS said not to send them back an amended return but to send them both forms. How would I go about completing the 8269 if I already filed?
Coleen3
Intuit Alumni

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

You have to go through the motions like you are amending the return once you have e-filed. You just do not send in the 1040x. Just send the 8962 and 1095-A.
thehawker
New Member

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

Thank you so much. You have been very helpful. I greatly appreciate it!
Coleen3
Intuit Alumni

IRS mailed me saying they need a 1095-a and an 8269. My wife had marketplace insurance last year under her mother and i wasn't aware. How do I go about reconciling this?

My pleasure!
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