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How to fill Form 1095-A if recipient is a dependent

Grossberg---Co
Level 3

One of my clients was covered under his fathers health insurance and is listed on his fathers return but filing his own return, how should I enter it in ProSeries?

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1 Solution

Accepted Solutions
TaxGuyBill
Level 15

If the client/child is a dependent, the 1095-A goes on the father's tax return (the person claiming the dependent).

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8 Comments 8
TaxGuyBill
Level 15

If the client/child is a dependent, the 1095-A goes on the father's tax return (the person claiming the dependent).

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Grossberg---Co
Level 3
I now see that I have'nt expressed myself right.

What's if he's listed as insured on father's 1095-A, but son is filing own tax return?
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TaxGuyBill
Level 15
The son may be filing his own return, but is he a dependent of the father?

You said "recipient is a dependent", which implies the father is able to claim the son as a dependent.
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Grossberg---Co
Level 3
No, son is not a dependent.
I earlier corrected myself, the original header was wrong.

He's only listed as insured on father's 1095A.
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TaxGuyBill
Level 15
But you also said the son "is listed on his fathers return".  Was that also wrong?

Is both the son and the father covered on the same 1095-A?

Are you preparing the father's return, the son's return, or both?
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Grossberg---Co
Level 3
1. He not listed on his father's return.
2. They're both covered by same 1095-A.
3. I'm only preparing the sons return.
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TaxGuyBill
Level 15

Enter the 1095-A into the program.  Immediately below that, is the "Shared Allocation" boxes and you need to fill that out.

As for what percentages to enter, see "Allocation Situation 4" in the Instructions.  If everybody agrees, it is generally best to allocate 100% to one tax return and 0% to the other.

https://www.irs.gov/instructions/i8962#idm140053807732400


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dmendez08
Level 2

Can you tell me how did you resolved this problem