Form 8962

Forum|Forum|6 years ago
February 3, 2020
2 replies
2 views

The IRS is requesting form 8962 & i need help filling it out.

KenDaisha01

Level 2

IRS is requesting a 8962 and I don’t know how to fill it out

DoninGA

Level 15

@KenDaisha01 wrote:

IRS is requesting a 8962 and I don’t know how to fill it out

See this TurboTax support FAQ for the Form 8962 requested by the IRS - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

Fluffyz426

Level 2

I need help please filling out 8962 form

DoninGA

Level 15

@Fluffyz426 wrote:

I need help please filling out 8962 form

Assuming this IRS request is for tax year 2019 and they are requesting the Form 1095-A and Form 8962, you will have to amend the 2019 tax return that was filed.

See this TurboTax support FAQ for amending a 2019 tax return - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-a-2019-return-in-turbotax/01/123845...

The Form 8962, Premium Tax Credit will be created and populated by the TurboTax software after you have entered your Form 1095-A that you received for your health insurance through your state Marketplace.

To enter 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

Send the following to the IRS address or fax number given in your IRS letter:

Form 8962, Premium Tax Credit.
Copy of your Form 1095-A, Health Insurance Marketplace Statement.
A copy of the IRS letter that you received.
Only if the refund or owed amount has changed: also include page 2 of your 1040