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My Form 1-95-A shows no advance payments for the PTC. I receive reimbursement from an HRA. TurboTax erroneously calculates that I get PTC in my return. How do I fix this?

Forum|Forum|3 years ago
February 13, 2023
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I need to let TurboTax know that I am ineligible for the PTC because of the HRA. I want to file my 1095-A but not have the software erroneously calculate that I get a big refund due to the PTC.

TurboTax Premier Online

Best answer by MinhT1

If you have received reimbursement of your health premiums through a HRA AND you have not received any advance payments of the premium tax credit for coverage for you or your family member (shown in column C of form 1095-A), then you are not required to enter your form 1095-A on your tax return. You are not entitled to the premium tax credit and entering form 1095-A would wrongly calculate a premium tax credit for you.

If you have already entered form 1095-A then delete it.

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MinhT1Answer

If you have received reimbursement of your health premiums through a HRA AND you have not received any advance payments of the premium tax credit for coverage for you or your family member (shown in column C of form 1095-A), then you are not required to enter your form 1095-A on your tax return. You are not entitled to the premium tax credit and entering form 1095-A would wrongly calculate a premium tax credit for you.

If you have already entered form 1095-A then delete it.

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F

fiveboydsAuthor

Do I run the risk of an audit because I received a Form 1095-A and did not file it?

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Vanessa A

If you received a 1095-A and filed a tax return that was accepted and you are not claimed as a dependent on someone else's tax return, then your return will likely be delayed and the IRS will reach out to you requesting that you file form 8962 which is the form that is generated when you enter your 1095-A. When they do reach out, you will simply need to let them know your situation.

This is not an audit, but a request for additional information.

Did you print and mail your return? E-file? Was it accepted?

If you did not e-file and it is rejected, you may need to print and mail your return as the IRS has rejected many returns for not including the 1095-A.

(Edited 2/14/23 @ 9:31AM PST)

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A

AmeliesUncle

Is this a regular HRA, or is it a Qualified Small Employer HRA (QSEHRA)?

If you don't qualify for the Premium Tax Credit, the last time I checked TurboTax is not set up to correctly file and allow you to e-file. If you don't mind your return being wrong by $1, a possible work around is to only enter one month of the 1095-A, and enter $1 for the SLCSP (column B).