Can I get personal help amending last years tax return?

Forum|Forum|3 years ago
January 10, 2023
2 replies
20 views

I need to download my form 1095a and create a completed form 8962

TurboTax Online

DoninGA

Level 15

Amending a prior year return has to be completed by the taxpayer as TurboTax does not provide individual personal help for a prior year tax return.

For the 2021 amended return you will need to enter the Form 1095-A in the Medical Expenses section and the Form 8962 will automatically be created by the TurboTax software.

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US

tmunoz

Level 13

If you have received Letter 12C from the IRS requesting your Form1095-A and Form 8962, they will have provided instructions for returning that information and they will process it without the amendment form. Please confirm the tax year in the upper righthand corner. You can obtain a copy of your Form 1095-A at healthcare.gov.
Please see this TurboTax Help article for step by step directions with Letter 12C.

If you have not received a letter from the IRS and need to amend your return, then you will still need to obtain your Form 1095-A and it will be the same instructions for completing Form 8962 in the Medical section, but in addition, please print out and submit the amendment form, 1040X.