1040-US ELF: Error code F8962-313

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Error reject code F8962-313: If Form 8962, Line 9 'SharePolicyMarriedAltCalcInd' has a choice of "Yes" indicated, then Line 30a 'PolicyNum' must have a value or (Line 35a or Line 36a 'FamilySizeCnt') must have a value greater than zero.

This rejection is caused by having information in the Shared Policy Allocation statement while leaving the Policy Number column blank. Form 8962 Part 4 Shared Policy Allocation can be completed from data entry in the Shared Policy Allocation statement on Screen PTC, in the Health Care folder, or from using the Allocation column on Screen 1095A, in the Health Care folder. Do not enter the same policy information on both screens. If entered, the Allocation percent applies to the Monthly Premium Amount, the Monthly SLCSP Premium, and the Monthly Advance Payment entered in the same row. The Allocation percent does not have to be the same on each row, it can be left blank if no allocation applies to that month. Review the Form 8962 instructions for details on situations that require allocation.

Share This