58459

[#1]

The following diagnostic is generating:

Form 8962 Reject: For electronic filing purposes, enrollment premiums or advanced payment of PTC must be entered on Form 8962, Part II, line 11 or lines 12 through 23. Since a shared policy allocation does not include these calculations, this will cause an electronic filing reject. This return will need to be paper filed.

Solution:

In a situation where a shared policy allocation is involved these lines will intentionally not be populated. Because the e-file business rule indicates "Enrollment premiums or advanced payment of PTC must be entered on Form 8962, Part II, line 11 or lines 12 through 23" the return must be paper filed. Entries on screen 39.2 - Shared Policy Allocation (Form 8962, Part IV) may trigger this diagnostic. This diagnostic is critical and will prevent e-file transmission to avoid rejection.

[GoCanes]

You haven't done anything wrong. Last year I ended up calling Lacerte and they said it was a glitch and the return did have to be paper filed. We have the same situation in 2023. Had to paper file both kids.