Hi, I'm a long-time lurker but seldom post. I ran into a snag while using Block Online today and thought maybe someone here could help.
DH, myself, and our son, 22, are on ACA insurance. It turns out we have to do a shared policy allocation on Form 8962 for last year. We thought our son would be our dependent, but he decided to take time off from college and got a job, so we didn't provide half his support, etc. etc. (He doesn't live with us.)
I understand HOW to allocate the amounts on Form 8962, but Block Online won't let me. I get a message saying I have to pay an extra $89.99 for a Tax Pro to do it. (I'm more of a Lean-FIRE type, so this ticks me off!)
I have the option of starting over at a local Block office, not sure how much that would cost. I like using Block Online because they have a record of our past returns, and autofill a bunch of information including our depreciation schedule for a rental property. Does anyone know if I go in person to Block, will my 2019 return info still show up when I go back to the Online product next year? The woman I called at my local office couldn't tell me, she just said they use a completely different system and even though my return is pretty much done I would be starting over. I read somewhere that the software download might let me complete the form, but would I have the same problem of not having the return in Block's system?
Our son also uses Block Online for his return, so he will come up against this same roadblock (!). Any suggestions? TIA.
DH, myself, and our son, 22, are on ACA insurance. It turns out we have to do a shared policy allocation on Form 8962 for last year. We thought our son would be our dependent, but he decided to take time off from college and got a job, so we didn't provide half his support, etc. etc. (He doesn't live with us.)
I understand HOW to allocate the amounts on Form 8962, but Block Online won't let me. I get a message saying I have to pay an extra $89.99 for a Tax Pro to do it. (I'm more of a Lean-FIRE type, so this ticks me off!)
I have the option of starting over at a local Block office, not sure how much that would cost. I like using Block Online because they have a record of our past returns, and autofill a bunch of information including our depreciation schedule for a rental property. Does anyone know if I go in person to Block, will my 2019 return info still show up when I go back to the Online product next year? The woman I called at my local office couldn't tell me, she just said they use a completely different system and even though my return is pretty much done I would be starting over. I read somewhere that the software download might let me complete the form, but would I have the same problem of not having the return in Block's system?
Our son also uses Block Online for his return, so he will come up against this same roadblock (!). Any suggestions? TIA.