If you have received a letter from the IRS asking for form 8962, Form 1095-A (Letter
0012C) first, please check which tax year the letter
references. If your notice does not specifically ask for a
recalculated page 2 of your 1040, you may disregard that part of the
directions. You will only need to provide what the IRS
requests in their letter.
Because you purchased your health insurance through
Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit (PTC) should
have been included in your return. It’s used to calculate the amount of your
Premium Tax Credit and reconcile any advance payments you received to help pay
your health insurance premium.
We’ll help you complete this form with Turbo Tax and you
do not have to submit an amendment, just print off and return the forms
which the letter specified. If the letter is for tax year 2017,
follow the directions below. If the letter is for tax year 2016 or 2015,
please click on the link at the bottom.
1. Sign In to
Turbo Tax
2.
Click Tax Home, in
the upper left. Scroll down to Your Returns and Documents
a.
If
you do not see options under that heading, look to the right and click on Show
3. Make sure the correct
year is underlined in blue
4. Select Amend
(change) return and then Amend Using Turbo Tax Online
5. Don't click to
Pick up where you left off into the Amend section, simply go
to the left menu and
6. Click on the Federal and
then the Health Insurance, at the top
7. Answer the questions
about your health coverage
8. Select Yes, "Was
anyone enrolled in any of these less common plans in 2017?" to enter
your 1095-A form and generate an 8962 form.
9. On the That’s
all we need on your 2017 coverage screen,
10. Click Done with Health
11. Select Tax Tools, on the left
menu
12. Select Print Center
13. Print, save, or preview this year’s
return and click in the box to select federal returns
14. Click on View or Print
Forms to print the forms you need
15. You can view the forms from
here and select just to print the pages with
16. Form 8962 and either Form
1040 or 1040A (if needed)
a. Or you can
select forms filed with the government plus all worksheets
17. Then, in the upper left corner
of the pdf window, click on the download arrow and simply print
those specific pages from your downloaded pdf or select the printer
icon to print directly from this pdf window.
Mail the following to the IRS address on your IRS letter
(or fax number)
·
Form 8962,
Premium Tax Credit
·
Copy of your Form 1095-A, Health Insurance
Marketplace Statement
·
A copy of the IRS letter that you
received
·
(If your letter asks for it) Form 1040 or 1040A – make
sure to sign and date Page 2 of the Form 1040 or 1040A
For letters for the tax year 2016, please see instructions
below.
https://ttlc.intuit.com/replies/5824742
For letters for the tax year 2015, please see instructions
below.
https://ttlc.intuit.com/replies/5239521
You may also use the TurboTax Audit Support Center for additional
help and information responding to the IRS notice.
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