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New Member
posted Mar 24, 2020 7:32:50 AM

If I amend my tax return and add a 1095-A, does TurboTax include the 8962?

0 2 1098
2 Best answers
Level 15
Mar 24, 2020 7:34:17 AM

Yes, the 8962 form will be generated when you enter your 1095-A information.

Level 15
Mar 24, 2020 7:35:35 AM

To add, the following is instructions on entering a 1095-A form:

 

Where do I enter my 1095-A?

If you purchased health insurance through Healthcare.gov or your state's health insurance marketplace, you should receive your 1095-A by mid-February.

 

Your 1095-A should include info for everybody on your return who was enrolled in a Marketplace plan, and is required to calculate the Premium Tax Credit.

 

Here's how to enter your 1095-A in TurboTax:

  1. Open (continue) your return if you don't already have it open.
  2. In the upper right, search for 1095-A.
  3. Select the Jump to link in the search results.
  4. Answer Yes on the Did you receive Form 1095-A for your health insurance plan? screen and Continue.
  5. Enter your 1095-A info on the next screen and select Continue. We don't need all the info from your 1095-A, so we'll only ask about the info that affects your return.

If you have Form 8962 and a 1095-A, and aren't sure what to do with them, click here for info on how to file them with your return.

 

2 Replies
Level 15
Mar 24, 2020 7:34:17 AM

Yes, the 8962 form will be generated when you enter your 1095-A information.

Level 15
Mar 24, 2020 7:35:35 AM

To add, the following is instructions on entering a 1095-A form:

 

Where do I enter my 1095-A?

If you purchased health insurance through Healthcare.gov or your state's health insurance marketplace, you should receive your 1095-A by mid-February.

 

Your 1095-A should include info for everybody on your return who was enrolled in a Marketplace plan, and is required to calculate the Premium Tax Credit.

 

Here's how to enter your 1095-A in TurboTax:

  1. Open (continue) your return if you don't already have it open.
  2. In the upper right, search for 1095-A.
  3. Select the Jump to link in the search results.
  4. Answer Yes on the Did you receive Form 1095-A for your health insurance plan? screen and Continue.
  5. Enter your 1095-A info on the next screen and select Continue. We don't need all the info from your 1095-A, so we'll only ask about the info that affects your return.

If you have Form 8962 and a 1095-A, and aren't sure what to do with them, click here for info on how to file them with your return.