Colmatt
Level 5
05-16-2021
01:31 PM
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Form 8962 requires the household income. In this case the three children receive SS and small retirement due to death of father. Their SS and 1099-R are below the filing amount and not taxable. on 8962 you only include household income if "required to file". I believe somewhere I saw dependents with only SS and other income still under taxable level did need to file. Can someone please advise? This means the difference between a large PTC and none.
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