How to reply? Prove a negative?

[artp]

2024 return e-file was rejected F8962-070 Form 8962 not filed. Client is single, no dependents has never even applied for health insurance through the market place and in fact has no health insurance through work. Of course no form 1095-A was received.

Client subsequently told me that last year the police questioned her with regard to a woman with the same name living in the same city who was a person of interest in a crime they were investigating. After interviewing my client they were satisfied that my client was not the woman they were looking for. She is requesting for any written confirmation that the police may have, but doubtful anything will be forthcoming.

We could attach an explanation why the form was not attached and try to e-file again, but I am doubtful that it will go through. Anyone have a similar experience? Thoughts? 

Art

[Lee B]

I would call the tax practitioner hotline, explain the situation and ask for their advice.

I have had good results doing this without a POA or using my client's specific info.

Good Luck

[jklcpa]

So this is interesting. On the U.S. marketplace healthcare.gov it says this about getting a voided 1095-A.

I am curious, did this person ever purchased coverage through the marketplace for any earlier year?

[Terry D EA]

Thats good to know Judy. I seem to remember this happening last year or the year before but can't remember how Drake handled it. Hmmm

[artp]

Judy,

Client has never purchased coverage through the marketplace going back at east 10 years. She is contacting them now to get a voided 109-A or something in writing that we can attach to the return.

 

Art

[Lee B]

Your client's identity may have been used to  obtain Health Care through the Marketplace by the other women.

Your client may want also check her credit with Experian, Equifax and Transunion.