If he took 100% then you get 0% of the allocation.... and the program will complete that confusing form for you ....
If you have received a letter from the IRS asking for form 8962, form 1095-A, and
a recalculated form 1040, page 2, please check
which tax year the letter references. If
your letter does not specifically ask for a recalculated page 2 of your
1040, you may disregard that part of the directions. You will only need to provide what
the IRS has requested in their letter.
Because you purchased your health insurance through
Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit (PTC)
should have been included in your return. It’s used to calculate the amount of
your Premium Tax Credit and reconcile any advance payments you received to help
pay your health insurance premium.
The
IRS believes you should have gotten a 1095-A so if you didn't get
your 1095-A from the ACA Marketplace then you need to contact them for a
duplicate copy or to find out if you were supposed to get one at all ... one
may have been issued by mistake ... they are open 24/7 ... https://www.healthcare.gov/contact-us/
We’ll help you complete this form with Turbo Tax and you do not have to submit an
amendment, just print off and return the forms the letter specified. If the letter is for tax year 2016, follow the
directions below. If the letter is for tax year 2015 or 2014, please click on the link at the bottom.
- Sign
into Turbo Tax
- Click My
Turbo Tax in the upper left. This will take you to My Tax Timeline
- Scroll
to the bottom for Some things you can do
- Click on "add a state" to open the tax file.
- Click
on the Federal Taxes tab and then the Health
Insurance tab
- Answer
the questions about your health coverage
- Select
Yes, "Was anyone enrolled in any of these less common plans in
2016?" to enter your 1095-A and generate an 8962 form.
- On
the That’s all we need on your 2016 coverage screen,
- Click Done
with Health
- Select My
Account at the top, in
the blue
- Select Print Center
- Print,
save, or preview this year’s return
- Click
on Print to print the forms you need
- You
can view the forms from here and select just to print the pages with
-
Form
8962 and
either Form 1040 or 1040A
-
Or you can select forms filed with the
government plus all worksheets
- Then Save to my computer and simply print those specific
pages from the pdf
-
Mail the following to the IRS address on your IRS
letter:
1. Form 8962, Premium Tax
Credit
2. Copy of your Form 1095-A,
Health Insurance Marketplace Statement
3. A copy of the IRS letter
that you received.
4.
(If you letter asks for it) Form 1040 or 1040A – make sure to sign and date Page
2 of the Form 1040 or 1040A
