turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

usergardiner-glenn
Returning Member

In 2023 I filed 2020 1040X. Turbo Tax didn't use the 1095A info from original 1040 filed via Turbo Tax. Today I received letter from IRS they want 8962. What do I do?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

In 2023 I filed 2020 1040X. Turbo Tax didn't use the 1095A info from original 1040 filed via Turbo Tax. Today I received letter from IRS they want 8962. What do I do?

Follow the instructions in the letter from the IRS.

 

With 1040-X you must attach any new or changed forms due to your amendment.

"New" may also mean "missing" if you left something out of your original filing.

@usergardiner-glenn 

usergardiner-glenn
Returning Member

In 2023 I filed 2020 1040X. Turbo Tax didn't use the 1095A info from original 1040 filed via Turbo Tax. Today I received letter from IRS they want 8962. What do I do?

Thanks for the reply.

I understand I have to follow the IRS letter.

My concern is that Turbo tax didn't create the proper forms with the amended return from the original 1040 I filed with turbo tax.

So now if I generate a new 8962. that will change the amounts in a couple lines on 1040X.

Do I need to create a new 1040X entirely?

How do I get support from Turbo tax for this issue?

I tried calling their 800 number, but was put in an automated loop and hung up.

Glenn

 

In 2023 I filed 2020 1040X. Turbo Tax didn't use the 1095A info from original 1040 filed via Turbo Tax. Today I received letter from IRS they want 8962. What do I do?

If you supply Form 8962 but Form 1040-X does not reflect the impact on your tax, IRS will recalculate your return with the information they have and bill you an additional amount  or send you an additional refund .

 

@usergardiner-glenn 

usergardiner-glenn
Returning Member

In 2023 I filed 2020 1040X. Turbo Tax didn't use the 1095A info from original 1040 filed via Turbo Tax. Today I received letter from IRS they want 8962. What do I do?

thank you.

Glenn

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies