Sorry, I just reread your response. Yes, he was in fact insured for the entire year - 9 months under my COBRA, and then 3 months under my policy that I purchase...
This seems to be a pretty standard request letter - it is IRS LTR 12C. In it, they request that I send them a completed Form 8962 and a copy of the Form 1095-A....
OK - that makes sense. But now what about if he doesn't end up itemizing this year, because the standard deduction is higher under the new tax code? In that cas...
Thank you for that thorough explanation. Would it matter if there was also other state taxes withheld and paid during the 2017 year? So in addition to the $800 ...