1040-US ELF: Error code F8962-313

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Error reject code/rule 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, but 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, or from using the Allocation column on Screen 1095A. Do not enter the same policy in both locations. The allocation percent for the monthly premium, second lowest cost silver plan (SLCSP), and monthly advance payment must be the same for all columns if entered. An allocation percent can be entered in one column and another column can be blank if no allocation applies. Review the Form 8962 instructions for details on situations that require allocation.

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