If you have received a letter from the IRS asking for form 8962, form 1095-A, and possibly even a recalculated form 1040, page 2, please check which tax year the letter references. If your letter does not specifically ask for a recalculated page 2 of your 1040, you may disregard that part of the directions. You will only need to provide what the IRS has requested in their letter.
Because you purchased your health insurance through Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit (PTC) should have been included in your return. It’s used to calculate the amount of your Premium Tax Credit and reconcile any advance payments you received to help pay your health insurance premium.
We’ll help you complete this form with Turbo Tax and you do not have to submit an amendment, just print off and return the forms the letter specified. If the letter is for tax year 2016, follow the directions below. If the letter is for tax year 2015, please click on the link at the bottom.
Mail the following to the IRS address on your IRS letter:
For letters for the tax year 2015, please see instructions below.