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FORM 8962 HELP PLEASE


TAXMAN

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TP has dependent. Ex-spouse required to carry ins. on dep. Ex-spouse carries ins through Obamma care. In 2020 I had to put in 8962 with part 4 filled in in order to efile. If I put in part 4 this year it wants info from 1095 which ex-spouse refuses to give. Can I leave out 8962 to efile to find if IRS will reject? or does anybody else have a solution?

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I thought you only input information from 1095-A for the filer, not the dependent. 

This year, you can efile and it will be rejected if info from 1099-A is needed. That's a big plus in comparison to last year that it allowed you to efile and then clients got a letter and refunds were delayed.

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If I follow what the instructions tell me to put a 0 on line 1 then check yes box on line 9 and follow instructions for part 4 my efile tells me delete the form it is not required. so I think delete the 8962 and efile unless I make a pdf of the form and attach it that way. Thanks for the insight.

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