Form 1095-A

Forum|Forum|2 years ago
April 13, 2024
2 replies
17 views

My client's Form 1095-A has zeros in the second and third columns. ProConnect is generating errors because of that. The error message says "Form 8962 Reject: For electronic filing purposes, enrollment premiums or advanced payment of PTC must be entered on Form 8962, Part II, line 11 or lines 12 through 23. Since a shared policy allocation does not include these calculations, this will cause an electronic filing reject. This return will need to be paper filed. US - Ref #58459".

Form 8962 Part II in ProConnect does not have Line 11 or Line 12 - 23.

How do I fix this?

This topic has been closed for replies.

Best answer by qbteachmt

Did you look up the SLCSP:

https://www.healthcare.gov/glossary/second-lowest-cost-silver-plan-slcsp/

This helps identify if their plan is considered affordable, if they are eligible for a premium credit, and separately, the issue of Advanced premium credit. Three different things.

When the second column is 0, you are supposed to look up the values:

https://www.healthcare.gov/tax-tool/#/

George4Tacks

Level 15

Just a guess - Zero does not have any affect - enter a negative one (-1) in those two spaces and see it that corrects the error.

If not contact support

https://accountants.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-tax-help/L031xWrR5_US_en_US?uid=luygne3d

Answers are easy. Questions are hard!

Q

QueenB2064Author

Level 3

Hi George4Tacks

I did some research in the Turbo Tax community and found out that if columns two and three show zeros, it means the individual did not receive any APTC i.e. no advanced premium tax credit, therefore there's no need to file Form 1095-A.

And if you really must file the form, then you should enter 1 for each month in column C. If you do that $12 will be deducted from your refund or $12 will be added to your balance due.