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I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

Weeks ago, I filed form 1040-X to amand my 2023 tax return. A corrected form 8962 was included along with form 1040-X. 

Today I got a letter from the IRS, it says "We're unable to correct your account with the information you provided on your Form 1040-X, Amended U.S. Individual Income Tax Return. Please provide the following: A completed form 8962 to support the changes you made."

I'm confused since I already included form 8962 in my amendment package.

Anyone had similar issue?

Thank you!

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2 Best answer

Accepted Solutions
AmyC
Expert Alumni

I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

Yes, it means your form 8962 was placed in the wrong stack or fell on the floor. You will need to send it again for the IRS to process your return.

Mail a copy of the letter you received with the 8962.

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BrittanyS
Expert Alumni

I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

If the letter did not indicate a mailing address to mail the requested information, you should send Form 8962 and a copy of the letter you received to the address you mailed the 1040X form.  Keep a copy of the correspondence sent and mail the information as certified mail.  Mailing as certified mail will give you documentation showing you mailed the information.  

 

@danielygu 

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View solution in original post

4 Replies
AmyC
Expert Alumni

I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

Yes, it means your form 8962 was placed in the wrong stack or fell on the floor. You will need to send it again for the IRS to process your return.

Mail a copy of the letter you received with the 8962.

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

I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

Thank you for your reply!

To follow up, the letter I received did not specify where I should send form 8962. Instead, it only says if I have questions, I can write to an address which is different from where I originally sent my 1040-X package.

 

Should I send form 8962 along with a copy of the letter again to the same address where I sent my 1040-X package in the first place?

Thank you!

BrittanyS
Expert Alumni

I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

If the letter did not indicate a mailing address to mail the requested information, you should send Form 8962 and a copy of the letter you received to the address you mailed the 1040X form.  Keep a copy of the correspondence sent and mail the information as certified mail.  Mailing as certified mail will give you documentation showing you mailed the information.  

 

@danielygu 

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

I included form 8962 in my 1040-X, IRS is requesting form 8962 in a letter again

Thank you for your response!

I will do that.

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