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3 replies

DoninGA
Level 15
Level 15
Feb 25, 2020 8:23 PM UTC
  1. Sign into your account with the same user ID you used when you filed your 2019 return.
  2. Scroll down to the Your tax returns documents section and select Add a state.
  3. In the left menu, select Federal.
  4. Select Deductions & Credits from the top menu.
  5. Select See all tax breaks.
  6. Select Show more next to Medical.
  7. Select Revisit or Start next to Affordable Care Act (Form 1095-A).
  8. Answer the questions about your health insurance, which includes entering your 1095-A.
  9. Select Tax Tools (found in the left menu), and then select Print Center below it.
  10. Choose Print, save, or preview this year’s return.
  11. Select View or print.
  12. Select Form 8962 and print it. If your refund or balance due has changed, print Form 1040 too. Keep a copy for your records and label it so you know it's the latest version of your taxes.
  13. Send the following to the IRS address or fax number found 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
Level 2
Apr 8, 2020 4:50 AM UTC

If I followed all the instructions you put when I, goto IRS.com and print form 8962 do I need to fill it out or just print it blank and mail it? 

SForrestLO
Level 11
Apr 8, 2020 3:24 PM UTC

Yes. To print Form 8962 in TurboTax Online, please follow the below steps: Sign into your account with the same user ID you used when you filed your 2019 return. Scroll down to the Your tax returns documents section and select Add a state. In the left menu, select Federal. Select Deductions & Credits from the top menu. Select See all tax breaks. Select Show more next to Medical. Select Revisit or Start next to Affordable Care Act (Form 1095-A). Answer the questions about your health insurance, which includes entering your 1095-A. Select Tax Tools (found in the left menu), and then select Print Center below it. Choose Print, save, or preview this year’s return. Select View or print. Select Form 8962 and print it. If your refund or balance due has changed, print Form 1040 too.

 

Keep a copy for your records and label it so you know it's the latest version of your taxes.

 

 

Please see the TurboTax FAQ for more information. https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/00/27409

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