turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the Refund! >> Event happening NOW!!!!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Anealr1105
Returning Member

Form 8962

How do I correct and resubmit the above form on return that was rejected.

 

It states it was rejected due to "Form 8962 Premium Tax Credit missing. with description "ACA Explanation"

I did not receive a 1095-A as I am on my parents Marketplace plan.

Please advise!

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
Vanessa A
Employee Tax Expert

Form 8962

Since you are on your parents plan, if they cannot claim you as a dependent you will still need to enter their 1095-A on your return.  You can allocate 0% to yourself for payments.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
DJ-Chuck
New Member

Form 8962

Vanessa,

    I am in a similar situation. I have received the exact rejection even though I told the program I had no Obamacare for 2021. At least to my knowledge.  I have NO 1095.  

 

Now, that said, I separated from a devastatingly controlling witch in June of 2021 and she dragged the divorce out until April 13 of this year. There is a possibility that she may have enrolled us without my knowledge in 20/21. There is NO speaking and **bleep** sure no cooperation. 

 

I even tried to refile using "legally separated" and "no healthcare" selections on Turbotax but again rejected for the same reason.  I am stuck... please advise. 

 

Chuck 

TeresaM
Expert Alumni

Form 8962

If you have e-filed your return and gotten an IRS rejection code for Form 8962, it could be because there is a partial entry in your return or because they have information from Healthcare.gov about Marketplace insurance and are looking for a 1095-A on your return to match their records. This might be because you or someone on your return began an application for insurance but did not actually enroll, or for some reason, Healthcare.gov erroneously has something connected to a social security number on your return. Forms 1095-B and 1095-C do not need to be filed and should be kept with your tax records. Please do not enter their information into TurboTax.

 

When our interview section Affordable Care Act (Form 1095-A) for the Marketplace insurance reaches the screen, Did you receive Form 1095-A for your health insurance plan? It will default to "Yes." If you select "No" and Continueit will not generate any Form 8962 information into your return. If you come back, it will default to "Yes" again, but it remained the "No" you selected until you came back into the area. This is as it should be.

 

In TurboTax Online, to ensure there is not a partially completed form in TurboTax, please check here to delete the form from your return. This will delete both the form and the entries. Please check for any Form 1095-A and also Form 8962.

 

  1. To Delete a Form go black menu bar on the left
  2. Click on Tax Tools
  3. Click on Tools
  4. Under Other helpful links, click on Delete a Form
  5. Scroll down and check for 1095-A or 8962  and if there is one, click on Delete
  6. Click on the blue Delete Selected Form 
  7. At the bottom, Continue
  8. Repeat until any Form 1095-A or From 8962 are deleted
  9. At the bottom, Continue with my Return

 

If you have already checked online at Healthcare.gov for Form 1095-A information and do not find what you need, you may wish to call them and see if there is any reason they would have told the IRS to expect a Form 1095-A. You may reach them at:

1-800-318-2596

(TTY: 1-855-889-4325)

Available 24 hours a day, 7 days a week (except holidays)

 

Once you have resolved the Healthcare.gov information, the IRS should accept your e-file. In the past, they would accept the e-file but then route the returns with Marketplace questions for special processing that caused significant delays. This way the issue can be addressed, and your e-file should not be further delayed after it is accepted.

You can still file an extension today with an estimate of your taxes based on the information you have already entered. That will give you until October 15th, 2022 to file the full return.  If you will owe taxes, you will want to pay an estimate of that now, so you will only on interest on any extra amount. If you pay too much, it will be refunded to you.  Please click here for a TurboTax Help article with information about  TurboTax Easy Extension found at the bottom of the left menu bar.  TurboTax Easy Extension

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies