Skip to main content
Level 1
February 1, 2024
Discussion ongoing

1095-A input should tell the CA return the health care coverage status

Related products:Lacerte
  • February 1, 2024
  • 2 replies
  • 9 views

If I input months of coverage through the 1095-A/8962, it would be great if that would transfer over to the California tax return to notify them of the health insurance coverage.  

2 replies

Level 7
February 4, 2024

Thanks for the idea to transfer months of coverage through the 1095-A/8962 over to the California tax return to notify them of the health insurance coverage.   . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Level 2
June 24, 2025

Yes, this would be great. Came on here to suggest exactly this. Had a few clients who almost got hit with penalty for not having coverage even though we have entered full coverage with 1095-A already. Have to make sure to double-check every-time, but it would be great if it automatically pulled that coverage requirement has been met from 1095-A data.