Question
Form 8962 MFS doesn't calculate the Excess APTC
I’ve entered the premium information on F 1095-A and the shared allocation between the H & W. F 8962 shows half the APTC on line 25 but no excess repayment on line 27 or anything on lines 28 or 29. The household income is 306% of the poverty line.
The 2024 program calculated the excess repayment correctly. I have entered everything required and have tried both ways on the Relief Indicator Smart Wks A - I checked the No box and I tried without checking either box.
How do I get F 8962 to calculate the correct excess repayment amount? PS doesn’t allow any overrides to lines 25 - 29.
