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I'm Anne. I've been preparing taxes for 27 years and I'll be happy to help you.
You are correct that there is an adjustment for those folks who get married mid year. Please see below:
Please print this information , and take it to your tax preparer. If they don't understand how to calculate the 8962 form when you are married mid year, then ask if anyone else in their office is "up" to all of this information. If there is no one, then start calling tax preparers, CPA,s or Enrolled Agents to see if they know how to calculate the penalty on Form 8962, and if they will amend your tax return for you.
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