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garycarols
Level 1

MFS but shared health insurance policy on 1095-A. May I allocate any desired percentage (0-100% each, to total 100%) of columns A, B & C . . . or must it be 50-50%?

 
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KittyM
Level 2

MFS but shared health insurance policy on 1095-A. May I allocate any desired percentage (0-100% each, to total 100%) of columns A, B & C . . . or must it be 50-50%?

It depends.  The IRS follows state law for separate returns, so Married Filing Separate returns are always tricky.  If you live in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, and WI) you may be required to split 50/50.

If you do allocate, you enter the full amount of the 1095-A on both your tax returns.  Then fill out the allocation question in TurboTax and enter your agreed upon allocation percentages.  You must include the 1095-A information with both returns, even if one of you is allocated 0%.

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KittyM
Level 2

MFS but shared health insurance policy on 1095-A. May I allocate any desired percentage (0-100% each, to total 100%) of columns A, B & C . . . or must it be 50-50%?

It depends.  The IRS follows state law for separate returns, so Married Filing Separate returns are always tricky.  If you live in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, and WI) you may be required to split 50/50.

If you do allocate, you enter the full amount of the 1095-A on both your tax returns.  Then fill out the allocation question in TurboTax and enter your agreed upon allocation percentages.  You must include the 1095-A information with both returns, even if one of you is allocated 0%.

View solution in original post

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