MrSolver
Level 2

Another option not returning the excess advance subsidy is to complete the 'Shared Policy Allocation Information Smart Worksheet? Put in 100 for Premium Percentage, and 0 for Advance Payment of the PTC Percentage. Fill the Start month (1) and Stop month (12). Does the IRS really care as long as the math works correctly? Otherwise, we just wait for the overworked IRS...

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