Cannot E-File 1095-A Same Marketplace Policy Number

[Larry326]

I have two 1095-A forms from New York State because of a qualified change in our health plans mid-year. Both 1095-A forms have the same Marketplace policy numbers. TurboTax will not allow me to e-file (which is required in NYS) because of the duplicate policy numbers.  Now what?

[JulieS · Accepted solution]

Yes, you can enter your 1095-A forms as one form by combining the information. 

If your two 1095-A forms don't overlap in any given month, simply enter the amounts for each month on the same form in TurboTax. 

For example, if your first form has information for January through June and the second one has July through December, enter the first one as it is and then add the July through December information in the same form. 

If you do have overlapping information for one month or more, you will need to add together the amounts for that month. You can do this for column (a) and (c), but not for column (b). 

This is from the IRS instructions for Form 8962: "If you have more than one Form 1095-A affecting a particular month, add the amounts together for that month and enter the total on the appropriate line on Form 8962, column (a)."

[Larry326]

Thanks Julie!

[Cjw744401]

I have only ONE 1095-A Marketplace Policy Number.  TurboTax keeps telling me it is duplicate number.  However, it IS the policy number as shown on the form.  I have tried deleting and rekeying policy number twice now, but TT won't let me "TRANSMIT RETURN" until I "change" the policy number.  

HELP?  It IS the correct policy # keyed-in. 
I have TurboTax screenshots and scan of the 1095-A 2022 form to prove accuracy.

How can i bypass and continue with e-filing transmission?

[ShirlynW]

To address the question, I would like to do a Diagnostic. The diagnostic code is used by the TurboTax Agent to view your "scrubbed" copy of your return when you are having certain problems that cannot be resolved.  You, the customer give the agent this code for them to enter.  Your personal information is removed.

1. Sign in to their TurboTax account.
2. Open or continue their return.
3. In the left panel, Select Tax Tools, and then Tools
4. In the Tools Center pop-up, select Share my file with Agent
   • They’re notified that all personally identifiable information (PII) is being removed
5. Tell you the seven-digit token number that appears
6. Select X to close the Tools Center pop-up

Please add this token number to your post.

@ShirlynW