Jump to content
ATX Community

8962 Health Insurance


grandmabee

Recommended Posts

On the form 8962 for a shared policy.  My client received 2 1095-A for 2021.  One for herself and one for her partner.

She works her partner does not.  I add both forms in column A,B  & C to put on form 8962.

I then get to allocate in part 4.  Both policy's are listed and I then choose how to allocate.  I was going to allocate all by 50% but then started thinking.  Do I allocate my clients?  shouldn't she be 100% and the other policy 0% or I think I read I can allocate any way I want to.

Any feedback would be appreciated.  TIA

Link to comment
Share on other sites

I have entered them together - partner? are they filing together? like MFJ - then that works, otherwise they would each file their own?

And I use whatever works best.

Why did she get 2? I have not encountered that..

Mine usually have the children on - and then we give them 0 and the usually parent takes the 100%

Sorry - can't help more than that..

D WI

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...