Where to enter Form 1095-A information to a return

Where to enter Form 1095-A information to a return

SUMMARY

This article demonstrates how to enter the information from a '"Form 1095-A" into a return.

MORE INFORMATION

Receiving a Form 1095-A indicates that an individual purchased insurance through the Marketplace. The form is not added directly to a return. The information is entered in the ACA Premium Tax Questionnaire, which is automatically included in a return when option D is selected in the health care coverage section of the Client Data Screen.

To do so, follow these steps:

  1. Open the return where the Form 1095-A information is to be added.
  2. Open the Client Data Screen, select option "D" in the health care coverage section.


  3. On the top of the screen, click the Refresh button.



    The ACA Prem TC Worksheet will be added to the attached forms of the return (found under General).



  4. Complete the worksheet, using the information on the taxpayer's Form 1095-A
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