I filed my 2019 taxes; they have been approved, but I haven't recieved my refund. I got a piece of mail today that said I need to complete form 8962. What do I do?

[AmyC · Accepted solution]

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

The IRS may adjust your refund once they receive your form 8962. You will see if your refund goes up or down on the refund meter.

[etrnlchld]

I followed your steps, and it worked great.  But now, I downloaded my return and the form is not in there because it wasn't filed originally.  Where can I find the form? Thanks so much for your help!

[TerukoL]

Form 8962 Premium Tax Credit is required when someone on your tax return had health insurance in 2018 through Healthcare.gov (or a state marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. We'll help you create (or correct) the form in TurboTax.

Please click this TurboTax Help link to learn more. https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/00/27409

Please click here to learn how to access TurboTax forms. 

[etrnlchld]

Yes, I corrected it by using Amy's instructions above.  But now I cannot find the form 8862 in my tax return to print.  Do I just have to get one on my own, and fill it out myself and mail it in? 

[AshleyLO]

See the following link for further assistance with printing the 8962 Form: https://ttlc.intuit.com/community/after-you-file/discussion/filing-a-8962-form-after-e-filing/00/104...