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Form 8962

How do I fill out a 8962 form I never done it before 

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3 Replies
CatinaT1
Employee Tax Expert

Form 8962

Assuming you have already filed and received a letter from the IRS, here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.

  1.  Log into your return
  1. Select that you want to add a state - this lets you into the program without the amend process starting.
  2. In the top right corner, locate the Magnifying glass/search  
  3. enter the exact words 1095a
  4. Select the first entry Jump to 1095a
  5. Fill in the 1095a information
  1. Print and mail the 8962

The IRS may adjust your refund once they receive your form 8962. 

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Form 8962

Why Am I getting an IRS letter for form 8962 and 1095A?

 

I only have a 1095-B

HeatherPLO
Expert Alumni

Form 8962

Please see below for additional information. 

 

https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/00/27409

 

 

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