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dv1290
New Member

What if a family member is on my 1095-A but is not listed on my 2016 tax return, and they did not receive a 1095-A?

At the time of enrollment for 2016, I indicated that my family member would be my dependent on my 2016 tax return. Now that its time to file my taxes, turbo tax prompted me that my family member does not qualify as my dependent (not a qualifying child because he was 19 but NOT a full time student, nor a qualifying relative because of income). I received advanced premium tax credits all year based off of this household information. I received the 1095-A and it lists both myself and my sibling on part 2, but of course he did not receive his own 1095-A (because he is listed as a dependent... *sigh* but I didn't know he wouldn't be). How do I file this? How does he file this?
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1 Reply
MiriamF
Intuit Alumni

What if a family member is on my 1095-A but is not listed on my 2016 tax return, and they did not receive a 1095-A?

If you purchased the insurance, and you listed your brother as a dependent, you are the only one who will get a 1095-A.

You are dividing the cost of the insurance with someone not on your tax return (TurboTax will ask you about that when you enter the 1095-A). You both need to report the information, since he is not your dependent.

You and he need to have a conversation about how the amounts listed on the 1095-A will be divided. You can assign any percentage of the costs you choose - anywhere from 50:50 to 100:0. He will need a copy of the 1095-A, unless his income is less than the filing requirement ($10,350, or $400 in self-employment income), in which case he will not need to file a tax return.

If you assign yourself 100% of the amounts on the 1095-A, then you will get the refund if you have paid too much for the insurance; if you have paid too little, then you will owe the difference. With any other percentage, those amounts will be shared.

To enter all this in TurboTax, see TaxGuyBill's answer below.

https://ttlc.intuit.com/replies/4909853



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