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david-perkins
New Member

IRS requested 8962 for tax year 2017. When I sign in to Turbotax online, my 2017 tax form does not show up. I can't proceed to amend . Help!

 
2 Replies
DoninGA
Level 15

IRS requested 8962 for tax year 2017. When I sign in to Turbotax online, my 2017 tax form does not show up. I can't proceed to amend . Help!

You have to sign onto your 2017 online account using the exact same user ID you used to create the account.

Close all TurboTax windows on your web browser (including this one).  Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the user ID's for an email address.  Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your 2017 account, then use the option shown in blue on the account recovery website, "Try something else"

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

To access your current or prior year tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

If you still cannot access your account, you can contact TurboTax customer service/support through their contact website during business hours.

See this TurboTax support FAQ for a contact link and hours of operation - https://ttlc.intuit.com/questions/3401489

Submit your question/problem during business hours and then use the option for Call (a phone number will be provided for Call) to speak directly with a TurboTax agent -

Note:  The Call option will not be available when TurboTax Support is closed.

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

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See this TurboTax support FAQ for how to respond to the IRS Letter 0012C for a Form 8962 - https://ttlc.intuit.com/questions/4348755-the-irs-is-requesting-form-8962-for-2017

  1. Sign into your account with the same login you used when you filed your 2017 return.
  2. Scroll down to the Your tax returns & documents section and select Amend (change) return, then select the Amend Using TurboTax Online box.
  3. Select Continue on the We’ll help you change (amend) your return
  4. Answer “Yes”, then select “I need to amend my 2017 return” and Continue.
  5. On the We'll help you change (amend) your return screen, select the Federal Taxes tab. (Don’t select Continue. You don’t want to start the amend process.)
  6. Select the Health Insurance tab.
  7. Answer the questions about your health insurance which includes entering your 1095-A.
  8. On the Do you need to change anything else screen select Done.
  9. Select Tax Tools (found on the left panel), then select Print Center below it.
  10. Choose Print, save, or preview this year’s return.
  11. Select View or print.
  12. Select Form 8962 and either Form 1040 or 1040A and print them.
  13. Send the following to the IRS address or FAX number given in your IRS letter:
    • Form 8962, Premium Tax Credit
    • Copy of your Form 1095-A, Health Insurance Marketplace Statement
    • A copy of the IRS letter that you received.
    • Only if the refund or owed amount has changed: Also include page 2 of your 1040 or 1040A
DoninGA
Level 15

IRS requested 8962 for tax year 2017. When I sign in to Turbotax online, my 2017 tax form does not show up. I can't proceed to amend . Help!

Edit answer for 2017.  Only the year shown was changed.  Everything else in the answer remains as posted.
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