Can I fill out the 8962 Form while waiting for 2025 amendment to come out?

[jacksonterrie02]

I did not fill out the 8962 form for 2025 taxes and need to , is the form separate from the Amendment I am going to have to do?

[DoninGA]

If you are amending for the Premium Tax Credit reported on a Form 8962, you MUST enter a Form 1095-A so that the TurboTax program can complete the Form 8962.

To enter, edit or delete your Form 1095-A -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Deductions and Credits
• Click on I'll choose what I work on (if shown)
• Scroll down to Medical
• On Affordable Care Act (Form 1095-A), click the start or update button

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026

An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.

See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

[Vanessa A]

Why are you amending your return?  Was your return accepted or rejected?  If accepted, was it processed?

If you are amending your return due to leaving your form 1095-A off of the return and it was rejected, you do not need to Amend Your Return.  Instead you will simply add the 1096-A which will generate the form 8962 and then you can resubmit your return.  In this situation go back into your return and add the 1095-A which will generate the 8962.  You can do this by selecting the following:

1. Federal
2. Deductions and Credits
3. I'll Choose what I work on
4. Medical
5. Affordable Care Act (Form 1095-A)
6. Then continue through to the file page again and resubmit your return. 

If you are amending for reasons OTHER than just the 8962, then do NOT do ANYTHING at all to change your original return until the amendment forms are ready.  This will change the original return that the amended return is based off of and will not be correct.  Now, if the IRS catches the omission of your 1095-A, which they generally do, they will make a correction to your return.  In this situation, then you would add the 1095-A PRIOR to amending your other forms because that would now be your original return and what your original refund or tax due is based off of. 

If the IRS accepted your return and you are NOT amending for OTHER reasons, and your return WAS processed, then you will still need to wait until the amended forms are available to make any changes to your return.  

Regardless of the reason you are amending, you should always wait until the IRS processes your return before doing anything with making changes to your return.  It is possible that the IRS will catch omissions or make changes before they process it.