Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Complete the ACA Questionnaire Part 1 and Part 2 (only use line 3 and enter totals exactly how they are).

  2. Navigate to Part 4.

  3. In A, enter the appropriate code for the allocation and the policy number for the policy that is being shared. View a list of codes from Choices.

    Desktop/Hosted

    image-20241007-205817.png


    CLO

    image-20241007-205827.png

  4. In B, enter the SSN of the taxpayer sharing the allocation (this will not be anyone on this tax return).

    Desktop/Hosted

    image-20241007-205839.png

    CLO

    image-20241007-205847.png

  5. In C, enter the allocation start month.

    Desktop/Hosted

    image-20241007-205858.png


    CLO

    image-20241007-205911.png

  6. In D, enter the allocation end month.

    Desktop/Hosted

    image-20241007-205922.png

    CLO

    image-20241007-205953.png

  7. In E, F, and G enter the allocation percentage being claimed by THIS taxpayer.

    Desktop/Hosted

    image-20241007-210037.png

    CLO

    image-20241007-210030.png


Panel
bgColor#F4F5F7

Related Articles

Form 1095-A Health Insurance Marketplace Statement

Rule Number: F8962-070