F8962-043-02 e-file error
If Form 8962, 'TotalExemptionsCnt' has a non-zero value, then 'AdditionalTaxLimitationAmt' must be equal to the tax limitation amount from the Repayment Limitation table (see Form 8962 instructions) based on 'FederalPovertyLevelPct' and the filing status on the return. (value ####, rule F8962-043-02)
note
The value represents the amount causing the rejection.
This error indicates the amount on Form 8962, line 28, doesn't match the amount from the Form 8962 instructions. This can happen when the taxpayer claims the self-employed health insurance deduction, which uses worksheets from IRS Publication 974 that conflicts with the Form 8962 instructions, or the taxpayer has a Married Filing Separate filing status, and they're splitting the repayment limitation on Form 8962, line 28, which means the line is incorrect.
Solution
Before trying the following steps, review the Form 8962 instructions for line 28 to determine the correct repayment limitation.
- Go to the Health Care folder.
- Select thePTCscreen.
- Use theRepayment limitation (Force)field to change the amount on line 28.
- Recreate and retransmit the e-file.
