I am filing married separately for tax year 2014. My husband and I are going through a divorce. He enrolled the both of us, no children, through the market place Feb 2014 through Nov 2014. We are no longer on speaking terms. And because it was he whom enrolled us, I do not have any knowledge about the benefits itself. I cannot reach out to him to ask these questions either. How do I correctly answer the Shared Policy Allocation – Line 9? I can’t seem to move pass these questions.
The information for policy allocation is found in the 8962 instructions Part IV Allocation of Policy Amounts. You'll need a 1095-A (which is sent to the policy holder by the marketplace).
If you aren't on speaking terms and don't have access to the Marketplace then you may be able to get the needed information by calling your insurer directly.
You can look more into how to file without a 1095-A here.
The Premium Tax Credit form is at its trickiest when changes in martial status happen, that being said everything is covered in the IRS instructions when it comes to marriage, divorce, and other situations that require allocation.
Have you tried use the free assistance services offered by the IRS? This would be a good step to get direct help. For sure the easiest way to get this done right would be to coordinate with your husband, but hopefully the information on this page will give you some alternatives.
You can learn more about the 8962 form and instructions from our simplified guide as well.
AUTHOR'S NOTE: The IRS instructions go through all the different complex situations related to allocation with examples. I didn't do it here due to the complexity, but feel free to ask specific questions below.