ACA MFS status

[fran50]

PA does not have legal separation so client has to file MFS (no dependents).  In 2019 she took ACA with PTC.  MFS are not allowed  the PTC, except under 2 exceptions, neither of which she qualifies for.  However, ATX is allowing the credit on 8962. There is a box on the top of the 8962 to check if taxpayer meets the MFS exception.  It does not matter if I check the box or not, ATX is giving her the credit.  I have deleted the form and reentered it, still same result.  Don't know how to fix this.

 

[Max W]

The amount of the PTC payback is limited by the poverty limit percentages.  The lowest amount of payback is limited to $600, when income is below 200% of pov. limit. , so if the PTC was $2000, she would still be getting $1200.