In
order to complete the 8962 you will need to start as an amending return but
that return will not be filed.
You
may have received a letter from the IRS asking for Form 8962, which is related
to the information on Form 1095-A.
These
steps enter your Form 1095-A in TurboTax as an
amended return and creates Form 8962 for you to print and mail to the IRS.
Only
the Form 8962 the IRS requested is sent in, do not
send the entire amended return.
1) To open your 2015 return, go to https://turbotax.intuit.com and sign in.
2) On
the Sign In screen, enter your User ID and Password and click Sign In.
3) On
the Welcome home screen, select Taxes.
4) On
the Tax Timeline screen, click on Amend (change) return.
5) On
the Are you sure you’d like to amend your
return? screen, click the Amend (change)
return button.
6) On
the next screen, click Amend/Change my return button.
Begin
Amending Your Return
1) On
the We’ll Help you change (amend) your return screen,
click Continue.
2) On
the Have You Already Filed This Return? screen,
indicate Yes, I need to amend a return I already
filed. Also Indicate I need to amend my
2015 return, then click Continue.
3) On
the What do you need to change on your return screen,
scroll down to Health Insurance Info and
click Update.
4)
Answer the question on the Did you have health
insurance coverage in 2015? screen, then click Continue.
5)
Continue to answer Health Insurance questions which will include entering the
information from your Form 1095-A.
6) The
That’s all we need to continue your 2015
coverage screen will be the last Health Insurance screen. Click Done with Health.
7) You
are back to the Do you need to change anything
else? screen. Scroll all the way down and click Done.
😎 On
the Do you still receive your mail at this
address screen, answer the
question and click Continue.
9) On
the Why did you need to amend your return?
screen, enter "Responding to IRS
letter" and click Continue.
10) On
the Let’s review and get ready to file screen,
click Continue and complete all final
review questions, if any
11) If
you see a Looks like you haven’t entered your
1095-A yet screen, just click Continue.
12)
After you have completed your final review, click Continue.
Print
and Mail Form 8962 to the IRS
13)
You are now ready to print your return to file.
On the
You’re Done! Print and Mail Your Returns,
click Print and Save Return.
14) On
the print dialog screen, select Form 8962 Premium Tax Credit and then click the
Print icon.
NOTE:
if you don’t see the list of forms on the side of the screen, just click Print. All of the instructions and forms will
print. Find the paper copy of your Form 8962.
15) On
the Print dialog screen, check the Current Page button and then click on the Print button to print Form 8962.
16)
Mail a copy of your Form 1095-A along with Form 8962 to the IRS address
indicated in your IRS letter.
Additional
Help can be found in the article below:
https://ttlc.intuit.com/replies/4508105
