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Form 1095-A Case Study

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Scenario # 4: Jeff Got Married And Will File As MFJ

Now go back to Jeff’s Scenario #1 where his earning were $18,000, and filed as Single. Suppose now that Jeff married Elena Smith on July 1, of 2014 and planed to file their return as Married Filing Jointly. As usual, Jeff presents his W-2 and his Form 1095-A for the year 2014. Elena also presents her documentation, containing her W-2 in the amount of $19,000 and her Form 1095-A. See Forms 1095-A below for each of them.

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