Subsidy on the Marketplace

[StoneRiver]

I have a client applying for a subsidy on the marketplace. It asked her for her spouses income, which she stated his income and that it was from Social Security Disability. They file separately. Further down the app, she is being asked to agree, that if she accepts the subsidy, she must file jointly. Two questions: 1) Does she have to count his income as household income if they file separate? 2) Does she have to file jointly in the future if she accepts the subsidy?

Thank you!!

 

[Yagents]

I have a client applying for a subsidy on the marketplace. It asked her for her spouses income, which she stated his income and that it was from Social Security Disability. They file separately. Further down the app, she is being asked to agree, that if she accepts the subsidy, she must file jointly. Two questions: 1) Does she have to count his income as household income if they file separate? 2) Does she have to file jointly in the future if she accepts the subsidy?

Thank you!!

Yes, both are REQUIRED to get a tax credit, and get the right amount

 

[StoneRiver]

Thank you, Yagents!! I was afraid that was the case.

I appreciate it!