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  1. Indicate the taxpayer or someone claimed on the return had Marketplace Insurance by placing an “X” in the “Marketplace" Health Insurance section of the Client Data Page.

    Desktop/Hosted

    image-20241007-203350.png


    CLO

    image-20241007-195501.png



  2. Refresh. TheACA Prem TC- Premium Tax Cr Worksheet should now be on the return. Navigate to the ACA Prem TC- Premium Tax Cr Worksheet. 


  3. Place an “X” in the applicable box or boxes in Part 1, line 1. You must have at least one entry here, but could have multiple if sharing a policy with another tax family.

    Desktop/Hosted

    image-20241007-203136.png

    CLO

    image-20241007-195558.png


  4. Enter the Marketplace assigned policy number.

    Desktop/Hosted

    image-20241007-203221.png


    CLO

    image-20241007-202205.pngImage Removedimage-20241007-202205.pngImage Added


  5. Place an “X” in Part 2, line 3 and enter monthly premium amounts in columns A, B, and C EXACTLY as they appear on the 1095-A statement. If column B is missing, use the link to the IRS tool in the program to calculate column b.

    Desktop/Hosted

    image-20241007-203614.png


    CLO

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