8962, Part V: Alternative Calculation for Year of Marriage

[jklcpa]

@mcb39  Marilyn, I am coming up with a repayment of $550, and this couple would have a repayment cap of $1,900 anyway  according to the figures and the table in the 8962 instructions. You can ignore names and SSNs as this is from one of Drake's practice returns that I modified to fit the purpose. 
Please check forms to see that I've entered dollar amounts correctly and the answers to questions about the coverage and marriage date.  You can download and print the pdf, and I've attached screenshots to view on screen for anyone that may want to check my work (probably a good thing at this point, very tired after really bad last 3 days.
8962 Alt Calc-Married Nov.pdf

 

8962, page 2 is mostly blank except for Part V that shows this:

MAGI 8962 worksheet:

Alternate Calc in Yr of Marriage Eligibility Worksheet:

Worksheet for Spouse Alternate Monthly Contribution Amount:

Last worksheet, Alternate Calc for Year of Marriage Totals Worksheet

 

[mcb39]

I haven't even left yet and you already have the answers.  I can never thank you enough.  Some of these extensions are worse than the entire tax season in real time.  Either our brains are fried or we just want to be done.  So kind of you.

[jklcpa]

18 minutes ago, mcb39 said:

I haven't even left yet and you already have the answers.  I can never thank you enough.  Some of these extensions are worse than the entire tax season in real time.  Either our brains are fried or we just want to be done.  So kind of you.

Now you have to get the ATX program to produce that same result, if it is correct, and I can't help with that.