1095 C data entry on a California return

Forum|Forum|1 year ago
April 12, 2025
2 replies
7 views

I have a client who had health coverage through her employer through April of 2024, 4 months. I am trying to figure out how to enter the 1095 C information. Pro Connect says to enter in the "Covered Individuals" section - in that section it's either "1 = Full year" or "1 = OCT Prior Year". This is confusing to me... how do I tell it she had coverage for 4 months.

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George4Tacks

Level 15

Find the entries in this screen and scroll off to the right to enter a one (1) into the months that had coverage.

Answers are easy. Questions are hard!

C

cmeder5-gmail-coAuthor

Level 3

Thank you so very much! I appreciate the highlighted directions. Although the other data entry point gave me the same penalty, entering it here gives me more confidence that if they match to the 1095C, I've got the information in the right place!

C

cmeder5-gmail-coAuthor

Level 3

Thank you George, I was unable to "scroll off to the right"... don't know what I was missing there... but I was able to do a start and finish date in "Covered Individuals". Although my client did not participate in Marketplace coverage. The penalty was addressed appropriately (she had coverage 4 out of 12 months and the penalty was reduced by 1/3)... but now you've got me thinking I should enter it the way you showed... which is what I originally tried... but I could not figure out how to "scroll to the right"?

George4Tacks

Level 15

Use the TAB key to open the names of the months out to 1= Dec

Sounds like you covered it in what you did.

Answers are easy. Questions are hard!

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