I have health insurance through Covered Ca and updated my account by reporting a change (since my income is different now because of covid-19), which lead to them having to relook at the application as a whole. I got a notice this week saying that I "do not qualify for premium tax credits or other financial help" and it gave me a couple reasons and the only one that made sense was that I did not file my taxes with Form 8962 in a previous year.
So, how do I fix/amend my 2018 taxes to include my 1095-A info and Form 8962?
- Do I fill out Form 1040-X? If so, I couldn't tell where to put my missing information on that form.
- Do I fill out and mail in Form 8962 with my 2018 1095-A information?
- Do I fill out both Form 1040-X and 8962 and mail it in? (Again, I can't tell how to complete Form 1040-X in relation to my situation)
I know I have to mail in the forms, I just can't figure which form(s). Is there a more secure way (like faxing) to turn in the changes?
Thank you in advance!
You do not need to amend your return.
You can just mail in Form 8962 and Form 1095-A with the copy of the letter you received from the IRS.
Please see the following link for instruction on how to print Form 8962 for the download version of the program. The steps listed here for 2019 will be very similar for the 2018 program.
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