The IRS is requesting Form 8962 for 2016
The IRS uses LTR 12C (see upper right corner of your letter) to request Form 8962, Premium Tax Credit. It’s required when someone on your tax return had health insurance in 2016 through Healthcare.gov (or a state Marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. Form 8962 is created by entering your Form 1095-A (received from your Marketplace) in TurboTax.
We'll help you enter your 1095-A in TurboTax and create (or correct) Form 8962. You’ll also be able to review an updated page 2 (needs to be included in the response to the IRS) of your 1040 or 1040A for any change to your refund amount or the amount of tax you owe.
It’s important to remember the following:
- Read the details of your IRS letter carefully and follow the instructions provided in it.
- Only print and send the forms requested by the IRS in your letter.
- You won’t be completing or sending a Form 1040X (amended tax return) to the IRS.
Go to this website to download
the 2016 amend software -
https://turbotax.intuit.com/personal-taxes/cd-download/amend/ty16/
You will need to download the tax
data file from the 2016 online account.
When you sign onto to your online
account using the exact same user ID you used to create, complete and file the
2016 tax return you will land on the Welcome Home screen.
Click on My TurboTax at the top left of the program screen.
This will take you to the 2016 Timeline. Under the
section Some things you can do: Click on Download
.tax file
Or if you land on the Welcome
Back screen click on the blue link Download your .tax file
