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April 18, 2023
Question

Filing legally separated for the first time with one 1095 A involved.

  • April 18, 2023
  • 1 reply
  • 0 views

4 kids. Each spouse claiming two per agreement and each paying half of the insurance premiums although only there is only one 1095-A. However, when e filing both federal and state reject returns. If I mail, will they be accepted?

 

And is there any way to report this in Turbo Tax so it will be accepted via e file?

 

In future, should we have two separate accounts with Healthcare Market Place?

1 reply

April 18, 2023

I suspect that there is one 1095-A which covers all of the dependent children and both tax returns need to report the 1095-A information.

 

If you have childrens Social Security numbers listed on another taxpayer's 1095-A, you will be required to report that 1095-A information on your tax return.

 

Follow these steps:

 

  • Down the left side of the screen, click Federal.
  • Down the left side of the screen, click Deductions & Credits.
  • Scroll down to Medical.  Click Show more.
  • Click Start / Revisit to the right of Affordable Care Act (Form 1095-A).
  • At the screen Let us know if these situations apply to you, click I shared this policy with another taxpayer who's not on my taxes.
  • At the screen Since this is a shared policy......, include the taxpayer information.

The IRS requires that your percentages are agreed upon by all and that the percentages add up to 100%.

 

  • Your Premium Percentage
  • Your SLCSP Percentage, and
  • Your Advanced Payment of PTC Percentage.

Taxpayer 1's tax return should reference taxpayer 2.  Taxpayer 2's tax return should reference taxpayer 1.

 

See also this TurboTax Help.

 

@Ladyalltheway 

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