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Level 2
February 21, 2024
Solved

Form 8962 Premium Tax Credit not calculating

  • February 21, 2024
  • 1 reply
  • 6 views

Entered in form 1095-A. 

Client does have excess they need to pay back.  Nothing was entered regarding a shared policy on form 1095A.  Form 8962 is not even being generated.    When I search for form, lines 9 and 10 are not auto answered from (which they should be without shared policy) Amounts on line 11 are correct.   line 25 is higher than 24- with nothing for excess on line 27.   I am at a loss.

 

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Best answer by Just-Lisa-Now-

Make sure youve checked the boxes on the Fed Info worksheet about whether they can be claimed as a dependent or not. 

If those arent checked, the 8962 wont compute.

1 reply

Just-Lisa-Now-
Intuit Community Champion
February 21, 2024

Make sure youve checked the boxes on the Fed Info worksheet about whether they can be claimed as a dependent or not. 

If those arent checked, the 8962 wont compute.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
cattaxAuthor
Level 2
February 28, 2024

Thank you!   Embarrassed I didn't put it together.