Solved: How can I get a copy of my form 8962?
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest second stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
New Member

How can I get a copy of my form 8962?

 
1 Best answer

Accepted Solutions
Level 15

How can I get a copy of my form 8962?

If you have received a letter from the IRS asking for form 8962, Form 1095-A (Letter 0012C) first, please check which tax year the letter references.  If your notice does not specifically ask for a recalculated page 2 of your 1040, you may disregard that part of the directions. You will only need to provide what the IRS requests in their letter.

Because you purchased your health insurance through Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit (PTC) should have been included in your return. It’s used to calculate the amount of your Premium Tax Credit and reconcile any advance payments you received to help pay your health insurance premium.

We’ll help you complete this form with Turbo Tax and you do not have to submit an amendment, just print off and return the forms which the letter specified.  If the letter is for tax year 2017, follow the directions below. If the letter is for tax year 2016 or 2015, please click on the link at the bottom.

1.       Sign In to Turbo Tax

2.        Click Tax Home, in the upper left. Scroll down to Your Returns and Documents 

a.        If you do not see options under that heading, look to the right and click on Show

3.       Make sure the correct year is underlined in blue

4.       Select Amend (change) return and then Amend Using Turbo Tax Online

5.       Don't click to Pick up where you left off into the Amend section, simply go to the left menu and

6.       Click on the Federal and then the Health Insurance, at the top

7.       Answer the questions about your health coverage

8.       Select Yes, "Was anyone enrolled in any of these less common plans in 2017?" to enter your 1095-A form and generate an 8962 form.

9.       On the That’s all we need on your 2017 coverage screen,

10.   Click Done with Health

11.   Select Tax Tools, on the left menu

12.   Select Print Center

13.   Print, save, or preview this year’s return and click in the box to select federal returns

14.   Click on View or Print Forms to print the forms you need

15.   You can view the forms from here and select just to print the pages with

16.   Form 8962 and either Form 1040 or 1040A  (if needed)

a.     Or you can select forms filed with the government plus all worksheets

17.   Then, in the upper left corner of the pdf window, click on the download arrow and simply print those specific pages from your downloaded pdf or select the printer icon to print directly from this pdf window.

Mail the following to the IRS address on your IRS letter (or fax number)

·        Form 8962, Premium Tax Credit

·        Copy of your Form 1095-A, Health Insurance Marketplace Statement

·        A copy of the IRS letter that you received

·        (If your letter asks for it) Form 1040 or 1040A – make sure to sign and date Page 2 of the Form 1040 or 1040A

For letters for the tax year 2016, please see instructions below.

https://ttlc.intuit.com/replies/5824742

For letters for the tax year 2015, please see instructions below.

https://ttlc.intuit.com/replies/5239521 

You may also use the TurboTax Audit Support Center for additional help and information responding to the IRS notice.



Answered by TurboTaxTeresaM to  this question

 


View solution in original post

55 Replies
Level 15

How can I get a copy of my form 8962?

A Form 8962 will be included in the PDF of your 2017 tax return if you entered a Form 1095-A in the Health Insurance section of the program.
Did you receive a 1095-A?

To access your current or prior year online tax returns sign onto the TurboTax website with the userID you used to create the account - <a rel="nofollow" target="_blank" href="https://myturbotax.intuit.com/">https://myturbotax.intuit.com/</a>
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)
New Member

How can I get a copy of my form 8962?

I dont received yet rhe Form 1095 A
Level 15

How can I get a copy of my form 8962?

If you have received a letter from the IRS asking for form 8962, Form 1095-A (Letter 0012C) first, please check which tax year the letter references.  If your notice does not specifically ask for a recalculated page 2 of your 1040, you may disregard that part of the directions. You will only need to provide what the IRS requests in their letter.

Because you purchased your health insurance through Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit (PTC) should have been included in your return. It’s used to calculate the amount of your Premium Tax Credit and reconcile any advance payments you received to help pay your health insurance premium.

We’ll help you complete this form with Turbo Tax and you do not have to submit an amendment, just print off and return the forms which the letter specified.  If the letter is for tax year 2017, follow the directions below. If the letter is for tax year 2016 or 2015, please click on the link at the bottom.

1.       Sign In to Turbo Tax

2.        Click Tax Home, in the upper left. Scroll down to Your Returns and Documents 

a.        If you do not see options under that heading, look to the right and click on Show

3.       Make sure the correct year is underlined in blue

4.       Select Amend (change) return and then Amend Using Turbo Tax Online

5.       Don't click to Pick up where you left off into the Amend section, simply go to the left menu and

6.       Click on the Federal and then the Health Insurance, at the top

7.       Answer the questions about your health coverage

8.       Select Yes, "Was anyone enrolled in any of these less common plans in 2017?" to enter your 1095-A form and generate an 8962 form.

9.       On the That’s all we need on your 2017 coverage screen,

10.   Click Done with Health

11.   Select Tax Tools, on the left menu

12.   Select Print Center

13.   Print, save, or preview this year’s return and click in the box to select federal returns

14.   Click on View or Print Forms to print the forms you need

15.   You can view the forms from here and select just to print the pages with

16.   Form 8962 and either Form 1040 or 1040A  (if needed)

a.     Or you can select forms filed with the government plus all worksheets

17.   Then, in the upper left corner of the pdf window, click on the download arrow and simply print those specific pages from your downloaded pdf or select the printer icon to print directly from this pdf window.

Mail the following to the IRS address on your IRS letter (or fax number)

·        Form 8962, Premium Tax Credit

·        Copy of your Form 1095-A, Health Insurance Marketplace Statement

·        A copy of the IRS letter that you received

·        (If your letter asks for it) Form 1040 or 1040A – make sure to sign and date Page 2 of the Form 1040 or 1040A

For letters for the tax year 2016, please see instructions below.

https://ttlc.intuit.com/replies/5824742

For letters for the tax year 2015, please see instructions below.

https://ttlc.intuit.com/replies/5239521 

You may also use the TurboTax Audit Support Center for additional help and information responding to the IRS notice.



Answered by TurboTaxTeresaM to  this question

 


View solution in original post

New Member

How can I get a copy of my form 8962?

What about tax year 2018?

Returning Member

How can I get a copy of my form 8962?

Hello how can I get a 8962 for

New Member

How can I get a copy of my form 8962?

 
New Member

How can I get a copy of my form 8962?

I need my 8862 form 

Level 15

How can I get a copy of my form 8962?


@hinetha wrote:

I need my 8862 form 


The Form 8962 will only be included with your tax return if you entered a Form 1095-A received for health care coverage through Marketplace Insurance.

 

To access your current or prior year online tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

 

You can also get free transcripts of your federal return from the IRS - http://www.irs.gov/Individuals/Get-Transcript

For a fee of $50 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

 

See this TurboTax support FAQ for when access to the online tax returns expire - https://ttlc.intuit.com/community/prior-year-return/help/when-does-access-to-my-prior-year-turbotax-...

 

 The 2019 online editions are available so you can start a 2019 tax return using the Free edition then upgrade and pay for Plus so that you can access the prior year online tax returns - https://turbotax.intuit.com/personal-taxes/online/

 

  1. Select Upgrade in the left-hand menu. (If you can't see it, select the menu icon in the upper-left corner, and/or select Take me to my return if you're not in your return yet.).
  2. In the new window, select PLUS, then select Upgrade Now (if PLUS is grayed-out, skip this step).
  3. Now you're ready to pay. On the left side, select File.
  4. Keep going until you reach the Just a few steps left... screen. On this screen, select Start next to Step 1: Review your order and follow the screens to pay with your credit card (don't pay with your refund if you see that option).
  5. After you've paid, select Tax Home on the left side. This will take you to You're doing great. Keep going!
  6. Select Show next to Your tax returns documents to expand the prior-year list and then select Download/print return (PDF) for the tax year you want.
Returning Member

How can I get a copy of my form 8962?

 
Employee TurboTax Specialist

How can I get a copy of my form 8962?

Please see the below FAQ on form 8962:

 

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

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

How can I get a copy of my form 8962?

 
New Member

How can I get a copy of my form 8962?

 
Employee TurboTax Specialist

How can I get a copy of my form 8962?

We'll help you create (or correct) the form in TurboTax. For more information please click the link below.

 

The IRS is requesting Form 8962 for 2019 - Community

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

How can I get a copy of my form 8962?

 
v
Privacy Settings