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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 must complete ONLY one section.
If the taxpayer had one Marketplace coverage policy for the entire year, is not sharing the policy, AND the amounts did not change in Column A, B, or C at any point during the tax year, then you may utilize Line 2.
Enter the TOTALS (and not the monthly premiums) from Line 33 of Column A, B, or C.
If the taxpayer did not have coverage for the full year, or if any of the amount in the columns changed, or a Shared Policy Allocation is needed, then you MUST use Line 3.
Enter the monthly premium amounts in Column A, B, and C.
Complete Parts 3-5 as needed.
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