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New Member
posted Mar 6, 2020 6:13:41 AM

I filed my federal tax return and then realized I needed to add form 8962. I tried ammending my taxes but was never instructed to fill out 8962. What do I do now?

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2 Replies
Level 15
Mar 6, 2020 6:18:00 AM

The Form 8962, Premium Tax Credit is generated by the TurboTax program after you have entered the Form 1095-A.

 

To enter your Form 1095-A -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Medical
  • On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

 

BUT - If you received a letter from the IRS requesting a Form 8962, you DO NOT amend the 2019 tax return.  Cancel the amendment by clicking on

Cancel Amend

on the left side of the screen.

 

See this TurboTax support FAQ for the Form 8962 and the Form 1095-A as requested by the IRS for 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

Level 1
Mar 6, 2020 6:38:40 AM

I have this same issue. I was instructed to fill out the form online and then print it and fax to IRS along with the 1095a. I didn't get a letter from the IRS though. I found this out by calling the IRS myself. It's gonna delay the refund I was told (up to 8 weeks). Turbo Tax will never be used again in my house. This is ridiculous and nobody on Turbo Tax's end seems to care. 

 

If you click on the little bubble that says live help an agent with turbo tax will step you through filling out the 8962 form. But they are mostly copying and pasting from some sort of help document so don't ask any hard questions 🙂

 

I was also given this fax number for when your ready to send in the forms. [phone number removed]

 

Hope this helps