In ProSeries Basic - For 2024 Form 8962, how to auto populate lines 12 through 13 (Monthly Calculation).

Forum|Forum|7 months ago
December 4, 2025
2 replies
10 views

For 2024 Form 8962 ..The IRS is requesting that lines 12 through 13 (Monthly Calculation) be completed. Currently only the Annual Calculations are completed on Form 8962, via the completion of form 1095-A (where monthly amounts were entered). Is there a way to automatically fill the Monthly Calculations, lines 12 through 13 on Form 8962.

ProSeries Basic

Jim-from-Ohio

Intuit Community Champion

The 8962 is auto populated from input on the 1095-A so start with that..... on the 1095-A there is check box to populate the monthly data

B

Busy123Author

Level 3

Thank you Jim-from-Ohio ..... I like your solution the best. However I cannot find a check box in "ProSeries Basic" Form 1095-A that will force the automatic population on Form 8962's "Monthly calculations"

When I make one month's amount different on Form 1095-A, it populates the "Monthly calculations" on Form 8962. This is the first time one of my clients have received a Notice from the IRS ...I checked and every year when the monthly amounts were exactly the same, only the "Annual calculations" were filled in on Form 8962 and the "Monthly calculations" were blank.

Just-Lisa-Now-

Intuit Community Champion

if all the months numbers in the column are exactly the same, it only shows the bottom total figures, if you want all the months to show, adjust one of the amounts up by $1 and another one down by $1 and it will make all the columns fill in on the 8962

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

B

Busy123Author

Level 3

Hi Just-Lisa-Now ..Thank you for responding

Your solution worked.. However it does change the amount of the refund ..but I can fix that with an Adobe edit (to match the 1095-A exactly and the original results of Form 8962)..I noticed with this adjustment now the Annual Figures are blank ...but that's an easy fill in if need be.

I like Jim-from-Ohio solution the best. However I cannot find a check box in ProSeries Basic Form 1095-A that will force the automatic population on Form 8962's "Monthly calculations"

Busy-123

J

jan9

Level 2

I have tried all the message replies to get the figures in the Part III monthly columns. I tried the adding one dollar and subtracting one dollar. It keeps saying that the monthly columns should be left blank.

I need help, what am I doing wrong. It has worked every other tax year, but 2025.

Response: I tried different methods and finally figured it out. You have to enter all the columns before the software accepts the entries. However, I tried this before, and it didn't work. This time it did.

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