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 Continue, it 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.
- To Delete a Form go black menu bar on the left
- Click on Tax Tools
- Click on Tools
- Under Other helpful links, click on Delete a Form
- Scroll down and check for 1095-A or 8962 and if there is one, click on Delete
- Click on the blue Delete Selected Form
- At the bottom, Continue
- Repeat until any Form 1095-A or From 8962 are deleted
- 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
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