@mdtao31 maryland changed laws/exclusions on feb 15 and was working on Form 502LU unitl feds changed/updated their $10,200 exclusion third week in march-then had to re-program to allow for the fed changes-not maryland's fault, but what a great time to be a preparer! Instructions I printed do NOT tell us where to enter the number from the 502LU-they say read instructions for line 15 of Form 502-that doesn't help!!

@dascpa had a client drive six miles to my office this morning to let me know maryland has released the 502LU-now just waiting for the deluge of clients wanting me to finish without the software update-aargh

it is not being updated--medical expenses(ins) from form 8962 are flowing to sch a in my case and health ins premiums for your self-employed deduction-review and reduce your hlth ins premiums on your self-employment hlth ins worksheet-you may need to enter 8962 exp as a negative on the  se wksht-and you should be fine

@Just-Lisa-Now- Form 8962-print options filing copy and preparer copy select 'if any data' and your copying issue is solved--had several get accepted while including form 8962-this way i already have copies-fyi

@Skylane @BobKamman @IRonMaN @Just-Lisa-Now- update on my return- it did reject-but not due to aptc clawback suspension-it rejected because some of 1095-a medical ins pmts went to sch a-and are now no longer deductible- in this case no change to fedl refund-no harm no foul, corrected and re-e-filed @Skylane this may be your issue with medical deductions as well-rejected at 4:20 pm ET-let us know pls

@Just-Lisa-Now- guess thats why you are a champ--just looked at a pdf-8962 is not printing-thx for the heads up-will print manually and keep for my records-thank you @IRonMaN I found an old wal-mart grocery cart(only three wheels) could we use it while we collect cans and spare change we find on the side of the road?

@BobKamman On my first return without aptc payback, i generated an 8962 by using 'if any data' so that the form would be included with the filing copy-just for reporting purposes-CYA-this is the return i was referring to--however since then, filed a couple without force printing the 8962 and they have been accepted-so it confirms the fact that 8962 should NOT be included with filing copy.  Am now just waiting for my first return to be rejected so I can remove the 'forced' 8962 and re-send

it was called bunching because instead of donating $ to charity or paying your medical bills in one year you waited until the following year in order to maximize your deductions-similar to people prepaying real estate tax with the new standard deductions-but there never has been any carryover as he describes it