Can I generate Form 8962 WITHOUT amending my 2016 tax return?

[Kali058]

To answer my own question (got this info from a TT rep)- in short answer: no. You must start to amend to be able to access the return and generate this form. Just don't send in the actual amendment unless the IRS is asking for it.

[Critter]

If you are using the downloaded version you do NOT need to start the amendment process ... however doing so is not harmful either ... both paths get you to the same result.   I answered the question you asked but I could have given you a much longer answer that says the same thing...


The IRS is requesting Form 8962 for 2016
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/5824742">https://ttlc.intuit.com/replies/5824742</a>

[Critter]

Of course ...  

Here is how to enter your information for the 1095-A forms:

• Under the Personal tab, select the Health Insurance section of TurboTax.

• When asked, Did you have health insurance coverage in 2016?, select that you had health insurance coverage and Continue.

• When asked, Was anyone enrolled in a plan from a Marketplace?, select Yes.

• When asked, What type of plan were you enrolled in?, select Obamacare plan (1095-A), and then Continue.

• Follow the prompts to enter the 1095-A.

After you enter the details for your first 1095-A TurboTax will use the information  to automatically fill out Form 8962 and submit it to the IRS with your tax return.

[Critter]

answer adjusted