1095 A calculations are wrong for 2023 & 2024. The Big Beautiful Bill regs did NOT go into affect until 2025.

Forum|Forum|1 month ago
July 6, 2026
9 replies
159 views

The Big Beautiful Bill changed the 2025 calculations ONLY, but ProSeries changed the ratios in 2023 & 2024. My client was receiving a refund for those years, but now she owes.

Just-Lisa-Now-

Intuit Community Champion

so you opened a prior year previously filed return and the APTC computations have changed?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

J

Judy BurrAuthor

Level 2

Yes. I hadn’t filed the return at all. The client was late filing 2023, 24, & 25. I had them all ready to go. There were refunds for 23 & 24, so I had expected those refunds to pay for most of what was due for 2025, but when I opened them to print the authorizations, the refunds were reduced. I examined my work and discovered the 1095 A form had changed.

ljr

Level 9

Did the client receive payment request notices or is it just a change in Proseries for the prior years? The returns were e-filed for the prior year correctly so unless you have a client filing that year NOW with a 1095-A your client is okay with the IRS. I don’t get many 1095-a’s but if I can find one I can see if it changed.

J

Judy BurrAuthor

Level 2

No. They were filing late. I had them done a couple of weeks ago, and I had written down the amount of their refund. That particular client is still out of town, but they’ll be back in a week, so I went in to finalize the authorization, and the refunds were gone. Now they owe, and it was the 1095 A pay back that changed.

Just-Lisa-Now-

Intuit Community Champion

are you sure you didnt forget to mark that box whether they cold be a dependent or not the first time you worked on the return? That would be the trigger for the computation of the payback. Its an easy error to miss but when you’re finalizing it and clearing all errors, then you notice it.

if you open the return and uncheck that Can you be clamed as a dependent box, does it go back to the refund you have written down?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

J

Judy BurrAuthor

Level 2

I just took a second look, and the info box was correct. I changed it to see if anything would happen, but nothing changed.

T

Terry53029

Intuit Community Champion

I believe Proseries did have an error on the 1095a in 2023, and 2024, but they corrected the error. You should do the 8962 manually to see what you come up with. I believe you mean the 8962 changed, as the 1095a is what it is from the market place

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