JDRM
Level 2
04-06-2020
08:50 AM
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My first time doing shared policy allocation of Form 1095-A. My client was a covered individual on her father's policy but she is not his dependent. He got the 1095-A and is listed as the recipient. It has four covered individuals. So when I complete my client's 1095-A, do I list her or her father as the recipient in Part 1? And do I enter her address or his. Then in Part II, do I only list her or do I list everyone that was a covered individual on her father's form? Then, how do I determine what percentage to us in the smart worksheet. Do I just use 25% since there were four covered individuals?
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