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This article discusses how to complete a shared policy allocation on Form 1095-A.

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Who Needs to Complete a Shared Policy Allocation?

If a taxpayer is sharing a policy with another taxpayer or tax family you must complete Part 4 of the ACA Questionnaire.

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Completing a Shared Policy Allocation

Complete the ACA Questionnaire Part 1 and Part 2 (only use line 3 and enter totals exactly how they are).
Navigate to Part 4.
In A, enter the appropriate code for the allocation situation and then enter the policy number .
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Image Removedfor the policy that is being shared. View a list of codes from Choices.
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In B, enter the SSN of the taxpayer sharing the allocation (this will not be anyone on this tax return).
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In C, enter the allocation start month.
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In D, enter the allocation end month.
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In E, F, and G enter the allocation percentage being claimed by THIS taxpayer.
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