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Posted

Am I missing something or is my software not calculating the penalty correctly.

Married couple with a 1 dependent 21 years old full time student.  Income is $133,000

I thought the MAX penalty was $2,085, my software is calculating $2,698

Posted

The cap is only for the flat dollar portion of the calculation.

The determination is the greater of -

  • 2.5% of the excess household income over filing threshold OR
  • the amount calculated using the flat dollar amount for the family's size, flat dollar amount capped at $2,085 for 2018.

 

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