TaxSlayer not ready for 8962 form
I've had several issues with TaxSlayer while providing information for the 8962 FORM. Tried their Support but they didn't resolve it. I had to make things work through the TaxSlayer User Interface to get it Accepted by the IRS, but by doing so I lost money because the Tool doesn't allow us to use the "Alternative Calculation for Year of Marriage (Form 8962, Part V)," accordingly. I followed what their Support told me to do, but I attempted to correctly populate Form 8962 Part V using only my spouse's information, as he was the only one with HealthCare.gov Marketplace coverage. Per IRS instructions and TaxSlayer own documentation, Line 35 (Primary Taxpayer) should be completely empty, and only Line 36 (Spouse) should contain data, since I never had Marketplace coverage. However, TaxSlayer's software does not allow this. When I select "Alternative Calculation for Year of Marriage (Form 8962, Part V)," the system forces me to fill in both the Primary Taxpayer section AND the Spouse section. There is no way to leave Line 35 empty in your software while still using Part V. The only option that correctly leaves my (Primary Taxpayer) fields empty is selecting "None of the Above.". However, selecting "None of the Above" means I cannot elect the alternative calculation at all, which results in a higher repayment of excess APTC. If I could fill out accordinly this would reduce the excess APTC repayment significantly compared to the standard calculation.
