KAPtax
Level 1

Thanks Lisa.  CA is treating it as if there were no federal assistance on the CA worksheet (Form 3849, line 11-D Annual federal PTC is zero - which is technically correct I guess.)  It seems to me that since the repayment does not apply, federal calculations have been suppressed on the 8962 and the software is not pulling over what would normally be the federal calculations.

Software is also calculating 100% of the premiums before assistance as deductible SE premiums, which does not seem correct either.

0 Cheers