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  1. Begin by navigating to the Client Data Page. Scroll down to the "Marketplace" Health Insurance section located directly above the Dependents Section.

  2. Place an "X" in the box. 

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  3. Refresh. The ACA Prem TC- Premium Tax Cr Worksheet should now be on your Attached Forms Tree.

  4. Navigate to the ACA Prem TC- Premium Tax Cr Worksheet. 

  5. Select the applicable box or boxes in Part 1 Line 1. 

  6. Enter the Marketplace-assigned policy number.

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  1. 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, and C.

    • Enter the monthly premium amounts in Column A, B, and C.

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  2. Complete Parts 3-5 as needed.

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