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Returns "silent" for ACA: box 61 not checked & no 8965 or 8962 - affects fee collect, delays refunds


jklcpa

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RitaB

 

Was the single lady a dependent and lived with her parents for all of 2014?

 

Do dependents need to file form 8965 if they do not check line 61?  The dependent is counted on the parent's return.

 

The dependent is only filing a return to get money back.  Income is below the filing threshold.

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RitaB

 

Was the single lady a dependent and lived with her parents for all of 2014?

 

Do dependents need to file form 8965 if they do not check line 61?  The dependent is counted on the parent's return.

 

The dependent is only filing a return to get money back.  Income is below the filing threshold.

 

If a dependent then the return for them is silent for ACA (no check box and no other form).  If the person was filing as themselves but only because  of requesting refund, then you would file the 8965 marking the probably the two boxes about filing because of under threshold and hardship, etc.

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RitaB

 

Was the single lady a dependent and lived with her parents for all of 2014?

 

Do dependents need to file form 8965 if they do not check line 61?  The dependent is counted on the parent's return.

 

The dependent is only filing a return to get money back.  Income is below the filing threshold.

No.  Not a dependent.  Correct, a dependent does not answer the question on Line 61.  Discovered that today.

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