Follow these steps exactly:
1. Sign In to
Turbo Tax
2.
Click Tax Home, in
the upper left. Scroll down to Your Returns and Documents
a.
If
you do not see options under that heading, look to the right and click on Show
3. Make sure the correct
year is underlined in blue
4. Select Amend
(change) return and then Amend Using Turbo Tax Online
5. Do not click
continue on the “We’ll help you change (amend) your return” screen. Simply go
to the left menu and
6. Click on the Federal and
then the Health Insurance, at the top
7. Answer the questions
about your health coverage
8. Select Yes, "Was
anyone enrolled in any of these less common plans in 2018?" to enter
your 1095-A form and generate an 8962 form.
9. On the That’s
all we need on your 2018 coverage screen,
10. Click Done with Health
11. Select Tax Tools, on the left
menu
12. Select Print Center
13. Print, save, or preview this year’s
return and click in the box to select federal returns
14. Click on View or Print
Forms to print the forms you need
15. You can view the forms from
here and select just to print the pages with
16. Form 8962 and the Form
1040 (if needed)
a. Or you can
select forms filed with the government plus all worksheets
17. Then, in the upper left corner
of the pdf window, click on the download arrow and simply print
those specific pages from your downloaded pdf or select the printer
icon to print directly from this pdf window.
Mail the following to the IRS address on your IRS letter
(or fax number)
· Form
8962, Premium Tax Credit
· Copy of
your Form 1095-A, Health Insurance Marketplace Statement
· A copy
of the IRS letter that you received
· (If your
letter asks for it) Form 1040 – make sure to sign and
date Page 1 of the Form 1040
