Marketplace insurance allocation situation
Efiling reject f8962-070. Facts: Parents had a single marketplace insurance policy for 9 months in 2025, 2 non-dependent daughters had insurance under the same policy for 8 months. Parents received the only Form 1095-A. Parents are allocating all policy amounts to themselves and none to the daughters. All 3 returns were extended. A daughter's return was efiled first and has been rejected. The parents and other daughters returns are not ready for efiling. A review of the Form 8962 instructions indicate completing Part IV of Form 8962. To try to comply, I completed the allocation information on the ProSeries Form 1095-A inputs on the daughter's return (but not the other information on that form) and ProSeries did not generate a Form 8962.
I see two options in hopes of generating a Form 8962 for eifling: 1) Complete the 1095-A on the daughter's returns with the parent's information and complete the allocation portion, or 2) check the box at the top of the Form 1095-A and complete the explanation without further information. That may not generate the Form 8962.
Does anyone have any guidance or experience on this?
