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New Member
posted Apr 8, 2024 7:25:24 PM

Form 8962 Missing From TurboTax

The TurboTax help states that entering data from form 1095-A into TurboTax will generate a Form 8962 in TurboTax but Form 8962 is not present in my list of forms for my 2023 tax return.  Will form 8962 magically appear somewhere in my eFile bundle when received by the IRS?  Thank you in advance!

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3 Replies
Expert Alumni
Apr 9, 2024 6:33:16 AM

Yes, TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A.

 

However, you are only required to include Form 8962 with your tax return if the following conditions are met:

  • You qualified for the Premium Tax Credit in 2023
  • You or someone on your tax return received advance payments of the Premium Tax Credit
  • A member of your family received advance payments of the Premium Tax Credit, even if you didn’t include this person on your tax return

(Note: The Premium Tax Credit is only available to people that are enrolled in qualified health plans through Healthcare.gov or a state Marketplace.) 

 

Click here for information on when Form 8962 must be included with your tax return.

 

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

New Member
Apr 15, 2024 8:57:39 AM

Spoiler
 

I see and understand the responses on how IRS Form 8962 is obtained etc, but my question is where do you enter the information that ultimately leads to that, i.e., where in Turbotax do you enter our Form 1095-A?

Level 15
Apr 15, 2024 9:00:35 AM

@bartidog1 

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

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a