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P
phigment
Level 2
March 12, 2025
Question

Form 8962

  • March 12, 2025
  • 1 reply
  • 4 views

I had a filing rejected for a client with a message that Form 8962 must be included. Client is a 24 year old, single, non-dependent friend of the family who initially advised that she had health insurance for 2024 under her parents until going on her employer plan in October. Went back to the client and discovered they had a 1095-A that she was able to forward. My question is how do I complete the 8962 in Proconnect so that her parents return reconciles the APTC? Everything I've read or tried is resulting in critical diagnostic alerts.

    1 reply

    T
    TaxGuyBill
    Level 15
    March 12, 2025

    If the parents are going to be allocated 100% and your client 0%, you may need to attach the 8962 (and/or a written explanation that your client is being allocated 0%) as a PDF, and call it "ACA Explanation".

      P
      phigmentAuthor
      Level 2
      March 13, 2025

      Would this affect the ability to e-File? Proconnect is gicing me critical diagnostic alerts regardless of how I try to complete the 1095-A and 8962. Very frustrating.

      T
      TaxGuyBill
      Level 15
      March 13, 2025

      The attachment (specifically categorized as "ACA Explanation") is what should allow the e-file.

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