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Level 2
December 7, 2019
Solved

My client married in September 2018 and is filing MFS and got a 1095A for the months he was single. Any way out of the excess premium repayment?

  • December 7, 2019
  • 1 reply
  • 9 views

I have indicated the month he married but still half has to be repaid.  Am I missing something?

This topic has been closed for replies.
Best answer by TaxGuyBill

Filing as Married Filing Separately almost always disqualifies the Premium Tax Credit, which means it needs to be repaid (subject to the limitations based on income).  Why is he filing as MFS?

The only way to possible avoid the repayment is to file as Married Filing Jointly.

1 reply

Level 15
December 7, 2019

Filing as Married Filing Separately almost always disqualifies the Premium Tax Credit, which means it needs to be repaid (subject to the limitations based on income).  Why is he filing as MFS?

The only way to possible avoid the repayment is to file as Married Filing Jointly.

Level 2
December 7, 2019
I was not sure since they married in September if that would help. Even with the repayment overall better off MFS.