Ok ... lets try this again from the beginning... if the dependent you claim has insurance on a form 1095-A then you MUST have the 1095-A to enter on your tax return which produces a form 8962 and on that form you will allocate ZERO of the advance health insurance tax credit on your return and the other parent can take 100% of the credit.
That is all the IRS wants to see ... the form 1095-A & the form 8962 ... so get a copy from the other parent so you can comply with the IRS request.
If you have received a letter from the IRS asking for
form 8962, Form 1095-A (Letter
0012C) first, please check
which tax year the letter references. If your notice 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 requests 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.
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 which the letter specified. If the letter
is for tax year 2017, follow the directions below. If the letter is
for tax year 2016 or 2015, please click on the link at the bottom.
1. Sign
In to Turbo Tax
2.
Click Tax Home, in the upper
left. Scroll down to Your Returns and Documents
a.
If you do not see options under that heading, look to
the right and click on Show
3. Make
sure the correct year is underlined in blue
4. Select Amend
(change) return and then Amend Using Turbo Tax Online
5. Don't
click to Pick up where you left off into the Amend section, simply
go to the left menu and
6. Click
on the Federal and then the Health Insurance, at
the top
7.
Answer the questions about your health coverage
8. Select Yes, "Was
anyone enrolled in any of these less common plans in 2017?" to enter
your 1095-A form and generate an 8962 form.
9. On
the That’s all we need on your 2017 coverage screen,
10. Click Done
with Health
11. Select Tax
Tools, on the left menu
12. Select Print
Center
13. Print,
save, or preview this year’s return and click in the box to
select federal returns
14. Click
on View or Print Forms to print the forms you need
15. You can view
the forms from here and select just to print the pages with
16. Form
8962 and either Form 1040 or 1040A (if needed)
a. Or you
can select forms filed with the government plus all worksheets
17. Then, in
the upper left corner of the pdf window, click on the download arrow and
simply print those specific pages from your downloaded pdf or select
the printer icon to print directly from this pdf window.
