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.

Completing a Shared Policy Allocation

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.
   
   

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4. In B, enter the SSN of the taxpayer sharing the allocation (this will not be anyone on this tax return).
   
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5. In C, enter the allocation start month.
   
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6. In D, enter the allocation end month.
   
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7. In E, F, and G enter the allocation percentage being claimed by THIS taxpayer.
   
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