Is there a way to apply the ARPA expanded eligibility for the PTC for those above 400% of Federal Poverty Line. Only way found is forced override so can't efile.

Forum|Forum|3 years ago
February 26, 2023
2 replies
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For tax years 2021 and 2022, the American Rescue Plan of 2021 (ARPA) temporarily expanded eligibility for the premium tax credit by eliminating the rule that a taxpayer is not allowed a premium tax credit if his or her households income is above 400% of the Federal Poverty Line.

I can't get the system to apply this rule without a manual override that eliminates form 8962 therefore; disallowing efile. Is there a better way to apply ARPA guidelines?

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T

TaxGuyBill

Level 15

@cmillett1993-icl wrote:

without a manual override that eliminates form 8962 therefore

You might have misphrased that, because that sounds like you TRYING to eliminate the 8962. That would do the opposite of getting a credit.

As far as I know, the programs have been correctly giving the credit when the taxpayer is over 400% and qualifies for the credit. Is there some other thing about your client that is disqualifying the credit? Did you check that their income would still result in a credit?