I have a husband and wife who files mfj, they are claiming the wife's brother who lives with them. The return was rejected becaused the brother received a 1095A. How should the couple allocate his 1095A on their return?

Forum|Forum|1 year ago
August 5, 2024
3 replies
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I have a husband and wife who files mfj, they are claiming the wife's brother who lives with them. The return was rejected becaused the brother received a 1095A. How should the couple allocate his 1095A on their return? Will they be responsible for the taxes as their income is six figures or should they take him off?

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

It goes on their return, if hes a dependent there is no allocation, and if their income is that high, they may have to pay back any APTC.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

Maybe they want to re-evaluate if he really is a dependent.

Slava Ukraini!

T

TaxGuyBill

Level 15

Who was expecting to claim the dependency when he applied for the insurance?

If it was your client, there isn't any way around having your client put the 1095-A on their return. They might as well claim the brother and at least get the dependent credit.
If it was the brother, it is an option for your client to not claim the brother as a dependent. The brother would add the 1095-A to his own tax return (but check the box saying he CAN be claimed as a dependent). I haven't checked in a while, but I don't think ProSeries will let you do it. If that is the case, you may need to do massive overrides or manually prepare and file his tax return.

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