F8962-313 e-file error
If Form 8962, Line 9 'SharePolicyMarriedAltCalcInd' has a choice of "Yes" indicated, then Line 30a 'PolicyNum' must have a value or (Line 35a or Line 36a 'FamilySizeCnt') must have a value greater than zero. (value, rule F8962-313)
You'll get this error message by having incomplete information for your shared policy.
Solution
You'll get this error message if you enter information in the Shared Policy Allocation
statement and leave the Policy Number column blank. You can complete Form 8962, Part 4 Shared Policy Allocation, in the Shared Policy Allocation
statement on the PTC screen in the Health Care folder. You can also use the Allocation column on the 1095A screen. Don't enter the same policy information on both screens. If entered, the Allocation percent
applies to the Monthly Premium Amount
, the Monthly SLCSP Premium
, and the Monthly Advance Payment
entered in the same row. The Allocation percent
doesn't need to be the same on each row. Leave it blank if no allocation applies to that month. Review the Form 8962 instructions for details on situations that need allocation.
