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How do I report multiple Forms 1095-A for the same taxpayer in SureFire?

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📊 Part II: Claiming Credit and Reconciling Advances

This section is where the information from Form 1095-A goes.

Step 1: Identify what’s on Form 1095-A

Use this when you need to know which amounts to enter in Part II.

This form will contain the amount of the actual premiums, the amount of the second-lowest price silver plan, and the amount of any advances on the credit, broken down by each month of the year. This information is going into Part II.

Step 2: If there are multiple Forms 1095-A for the same taxpayer

Use this when you have more than one Form 1095-A for the same taxpayer.

If there are multiple Forms 1095-A for the same taxpayer, add the amounts when filling out the columns in Part II.

Step 3: If one Form 1095-A is shared between taxpayers

Use this when the same Form 1095-A applies to more than one taxpayer (for example, due to marriage or divorce during the tax year).

If one Form 1095-A is shared between taxpayers (e.g., due to a marriage or divorce during the tax year), only the amounts allocated under Part IV are entered.

Check the Form 8962 Form Instructions for a more detailed description of entering Form 1095-A information onto Part II.

Tags: federal,form