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Level 2
January 31, 2024

Form 1095-A

  • January 31, 2024
  • 1 reply
  • 2 views

This client shows in her mother Form 1095-A as a covered individual. She is not listed as a dependent in the mother tax return. Do I have to enter the mother's 1095-A information in the daughter personal tax return?

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    1 reply

    Level 7
    May 2, 2024

    The short answer is yes, anyone covered by a marketplace plan must report this on their tax return.

    The longer answer is that this is a situation in which one policy is covering two tax families, and the premium tax credit must be allocated between them.

    The instructions to Form 8962 covers this:

    https://www.irs.gov/instructions/i8962#en_US_2023_publink100024694