Marie Posted July 29, 2022 Report Share Posted July 29, 2022 Client's return was rejected because of not having the 1095 info. He says he did not have marketplace insurance. He never received a card, or had any correspondence with the marketplace. So why does IRS think he does and how can I file? Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted July 30, 2022 Report Share Posted July 30, 2022 Is the client a victim of ID theft? Tom Longview, TX Quote Link to comment Share on other sites More sharing options...
Pacun Posted July 30, 2022 Report Share Posted July 30, 2022 Maybe spouse got it the previous year and was renewed semi automatically. Was her marital status changed in the last couple of years? Quote Link to comment Share on other sites More sharing options...
jklcpa Posted July 30, 2022 Report Share Posted July 30, 2022 Is client separated or divorced? Does client have a child with child-only insurance through the marketplace? Quote Link to comment Share on other sites More sharing options...
Marie Posted August 1, 2022 Author Report Share Posted August 1, 2022 lots of yeses to many of the questions. No id theft, I don't think. No child, but ex wife. No premiums were ever paid in. Quote Link to comment Share on other sites More sharing options...
TexTaxToo Posted August 2, 2022 Report Share Posted August 2, 2022 The efile was rejected because the Marketplace reported to the IRS that his SSN (or the SSN of someone he is claiming as a dependent) was included on a Marketplace policy and received APTC. It doesn't matter who purchased or paid for the policy - he must reconcile it on his return. If your taxpayer does not believe any such policy exists, you can include a statement of explanation. Your software may allow you to e-file with a canned explanation. See https://www.irs.gov/newsroom/how-to-correct-an-electronically-filed-return-rejected-for-a-missing-form-8962 2 Quote Link to comment Share on other sites More sharing options...
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