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Returning Member
posted Jan 20, 2022 4:57:10 PM

Calculating Form 8962 Repayment of Excess Advance Payment of the Premium Tax Credit Line 28 Repayment Limitation 2021 Tax Year

Tax year 2021 question.  I have read the IRS instructions for Form 8962 and the instructions state if your FPL (Line 5) is calculated above 400% (Turbo Tax puts 401% for anything over 400%) then Line 27 APTC must be repaid in full.  However, Turbo Tax Deluxe is entering 2,700 as the Repayment Limitation (Line 28) for MFJ even though Line 5 is showing 401%.  The 2,700 cannot be overridden.  How is this determined and is this an error?  Based on the instructions this appears to be an error.  Please help.

 

I picked Turbo Tax CD or Download Premier even though I'm using Turbo Tax Deluxe.  Deluxe was not an option in the dropdown. 

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Moderator
Jan 21, 2022 5:36:22 AM

 

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