8962 Health Insurance

[grandmabee]

On the form 8962 for a shared policy.  My client received 2 1095-A for 2021.  One for herself and one for her partner.

She works her partner does not.  I add both forms in column A,B  & C to put on form 8962.

I then get to allocate in part 4.  Both policy's are listed and I then choose how to allocate.  I was going to allocate all by 50% but then started thinking.  Do I allocate my clients?  shouldn't she be 100% and the other policy 0% or I think I read I can allocate any way I want to.

Any feedback would be appreciated.  TIA

[Max W]

Can you input each 1095-A separately?

I had a client that had two 1095A's with two different insurers, each covering part of the year.

Each form was entered separately, otherwise the dates of coverage wouldnt match the policy numbers.

[WITAXLADY]

I have entered them together - partner? are they filing together? like MFJ - then that works, otherwise they would each file their own?

And I use whatever works best.

Why did she get 2? I have not encountered that..

Mine usually have the children on - and then we give them 0 and the usually parent takes the 100%

Sorry - can't help more than that..

D WI