pianolady
Level 2

Good morning.  I have a client who needs to complete Form 8962 but I must confess I am a bit confused over Line 6. The client received insurance through the marketplace January through August. Then there was a job change (moving from self employment to W-2 employment) and the client's family size changed in December with the birth of twins. They cannot remember if the Marketplace estimated at the time of enrollment that their income would be at least 100% but not more than 400% of the federal poverty line for their family size. The answer to this question needs to be YES in order to qualify for the PTC. However, even if it would be NO, I can see no path of where to indicate that on the Form. I'm hoping someone has insight into this situation.

Thank you in advance, Dawn.

 

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