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Begin by navigating to the Client Data Page. Scroll down to the "Marketplace" Health Insurance section located directly above the Dependents Section.
Place an "X" in the box.
Refresh. The ACA Prem TC- Premium Tax Cr Worksheet should now be on your Attached Forms Tree.
Navigate to the ACA Prem TC- Premium Tax Cr Worksheet.
Select the applicable box or boxes in Part 1 Line 1.
Enter the Marketplace-assigned policy number.
Place an "X" in the box next to Part 2 Line 2 OR Line 3. You
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For the following step, you must complete ONLY one section. |
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Use 2 if ONLY IF ALL the following are true,
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If any of the above are not true, you MUST use 3. |
Place an "X" in the box next to Part 2 Line 2 OR Line 3.
Enter the TOTALS (and not the monthly premiums) from Line 33 of Column A, B,
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and C.
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Enter the monthly premium amounts in Column A, B, and C.
Complete Parts 3-5 as needed.
After completing the ACA Prem TC- Premium Tax Cr Worksheet you can view any additional tax owed, for the advanced PTC (Line 29) or any Net PTC (Line 26) on Form 8962.
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