Jason A

I received the Approval on the e-filing this morning with these results. THANK YOU! THANK YOU! THANK YOU for your help! The $179 from both of your calculations is what helped lead me to it. SO GRATEFUL FOR YOU ALL!

Thank you for sending all of that. I woke up to an Acceptance after submitting what happened to be the same thing you show here. LOL. The result ended up being less than prior numbers. As we can see, they still owe some of the excess back, which sucks since she had the plan for the WHOLE year without him being on it or considering his income until December wedding. I am a licensed insurance agent and write these policies too here in OK. It's surprising to me how many still don't explain this to the clients or make sure they understand the risk of using it without having proper numbers. In this case, though, she used proper numbers, but wasn't explained how she can still pay back some of the APTC. Regardless, having help on this site and getting the acceptance this morning has boosted my mood knowing this isn't hanging around my head anymore! THANK YOU! THANK YOU! THANK YOU!

Thank you for your response. If you have any other thoughts, I'm all ears. See above for my response to other suggested calculations.

Thank you for your response! I really appreciate it. I tried your calculations, and it still rejected. Error #F8962-006-01: "If Form 8962, Line 1 'TotalExemptionsCnt' has a non-zero value, then Line 5 'FederalPovertyLevelPct' must be equal to Line 3 'HouseholdIncomeAmt' divided by Line 4 'PovertyLevelAmt'." I started with household size of 2 to get the Federal Poverty Level at $19,720, which I thought would be correct since there is now 2 in the household. ATX automatically puts '2' on Line 1 of the 8962 based on filers and dependents included on the return, thus making Line 4 an automatic $19,720 from Table 1-1. Then, I continued the 8962 Instructions to page 9, Line 5, Worksheet 2: Household Income as a Percentage of the Federal Poverty Line: 1.Enter the amount from line 3 of Form 8962 2.Enter the amount from line 4 of Form 8962 3.Multiply the amount on line 2 by 4.0 4. Is the amount on line 1 more than the amount on line 3? • Yes. The amount on line 1 above is more than 400% of the federal poverty line. Enter 401 here and on line 5 of Form 8962. • No. Divide the amount on line 1 above by the amount on line 2 above. Do not round; instead, multiply this number by 100 (to express it as a percentage) and then drop any numbers after the decimal point. For example, for 0.9984, enter the result as 99; for 1.8565, enter the result as 185; and for 3.997, enter the result as 399.* Enter the result here and on line 5 of Form 8962.

They were originally owing $4,476. So, at least I've reduced that number....hopefully. For information purposes, the 1095-A original amounts are $521(a), $395(b), and $373(c).

Thank you for replying. That is correct, I have 'yes' on Line 9 and 'no' on Line 10. I have monthly amounts for lines 12-23 with line C matching 36b. 35 is all blank. Columns a, b, and f are all from original 1095-a.

Thank you for responding. yes, I have 'alternative household size' as 1 on line 36a and 2 for line 1 of 8962. I even tried 2 on 36a for giggles and it ATX error says it has to be less then number of exemptions, which is fine. Neither have dependents. It's just the two fo them.

HELP! I have exhausted all possibilities on trying to figure out how to get this return to e-file. Spouse had Marketplace coverage for herself from January to December 2024. Married husband 12/03/2024. He had coverage through work, not Marketplace. She finished the month on her own policy as normal and was added to his work plan the following month, 01/01/2025. I've calculated the alternative monthly contribution and received same result after tackling instructions 3 times. I receive same rejection every time: "Form 8962, Line 36b 'MonthlyContributionAmt' for the Spouse must be euqal to the amount computed using the Form 8962 Instructions. In other words... Form 8962, Line 36b 'MonthlyContributionAmt' for the Spouse must be equal to the amount computed using the worksheet provided in the Form 8962 instructions." It then shows below that, "Fields commonly associated with this error" and has '1' in a red box. I can't find what this means either. Rejection Error codes: Federal 1040 F8962-011 and Oklahoma STATE-902 After extensive research, I'm understanding that even though they didn't marry until December, his income is causing them to repay most of the APTC she received. I've at least got that amount reduced based off of 8962 Instructions and Publication 947 but now can't get it to E-File with the results. ANY GUIDANCE WOULD BE APPRECIATED! I'M AT A STAND STILL WITH THIS CLIENT.