Level 1

Covered Individual on 1095-A will be filing separate tax return

Forum|Forum|5 years ago
September 28, 2020
2 replies
31 views

If 1095-A is provided to a parent who covered two dependent children....but now one of the children will NOT be a dependent and will be filing a separate return. I understand that there has to be a shared policy allocation. But does the adult child need to include a 1095-A with their tax return as well as the 8962 Form? And if so, which name should be in Part I (Recipient)? The parent who received the 1095-A or the adult child? Who should be listed in Part II - Covered Individuals? All that were covered under the policy or just the adult child taxpayer?

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Terry53029

Intuit Community Champion

Here is a link to a very detailed discussion on the subject:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/shared-policy-allocation-form-1095-a/00/75758

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kjharris28

Level 2

Thanks. I did read that thread previously, but it didn't seem to answer the question about whether the other taxpayer needs to provide their own 1095-A. I think maybe the taxpayer just uses the information to complete the Form 8962 and doesn't have to include a 1095-A?

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Terry53029

Intuit Community Champion

Your client needs to file a 1095A. From the IRS instruction: Information about individuals enrolled in the same policy as the tax filer’s tax family who are not members of that tax family, including children, must be reported on a separate Form 1095-A.