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FORM 1095 when couple split

Greta
Level 9

They split in March, wife is filing HoH with child, but husband is on Form 1095 12 months, she owes $1K in excess subsidy. How to handle?

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Accepted Solutions
TaxGuyBill
Level 15

I assume that she and/or the child are also "covered" on the 1095-A, right?

Because they are married, you fill out the Allocation section on the 8962 and it is allocated 50/50.

https://www.irs.gov/instructions/i8962#en_US_2022_publink100015031

 

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4 Comments 4
Skylane
Level 11
Level 11

@TaxGuyBill 

If at first you don’t succeed…..find a workaround
TaxGuyBill
Level 15

I assume that she and/or the child are also "covered" on the 1095-A, right?

Because they are married, you fill out the Allocation section on the 8962 and it is allocated 50/50.

https://www.irs.gov/instructions/i8962#en_US_2022_publink100015031

 

Skylane
Level 11
Level 11

@Greta i marked it solved because it is. If you have other questions ask TGB

If at first you don’t succeed…..find a workaround
abctax55
Level 15

So Chumps... I mean Champs <w> can mark the threads solved ?  Is that new this year?

 

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