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Level 2
April 21, 2020
Question

Refund Status

  • April 21, 2020
  • 1 reply
  • 3 views

I got a letter from IRS requesting form 1095A and 8962. 

When I do the amened return in Turbo, a live agent told me to go ahead to send form 1040X. I didn't realize that in the IRS letter it clearly said: " Do not send in 1040X"

In this case, I haven't got a refund from 1040 yet. 

It has been over 5 weeks now and I haven't heard anything back.

However, before I responded to IRS I could track my refund. Right now I couldn't get anything at all. It keeps saying if I got the right information. 

I don't know what to do since I can't contact anyone.

 

 

    1 reply

    CatinaT1
    Level 15
    April 24, 2020

    Did you actually send the amendment?

     

    Regardless of if you did or didn't, the IRS is not processing any mail at this point.  The letter provides a fax number to fax the 8962.  I would do that, even if you sent the amendment.  A fax will go to an employee working remotely and should be processed.  There will be confusion when they process the amendment, but they are going to have lots of these issues to deal with this year.

     

    Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.

    1.  Log into your return
    2. Select that you want to add a state - this lets you into the program without the amend process starting.
    3. In the top right corner, locate the Magnifying glass/search  
    4. enter the exact words 1095a
    5. Select the first entry Jump to 1095a
    6. Fill in the 1095a information
    7. Print and mail the 8962

    The IRS may adjust your refund once they receive your form 8962. 

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    PearAuthor
    Level 2
    April 24, 2020

    Thank you for your response.

     

    Yes I already sent the 1095A, 8962 back in March 11 but I also sent 1040x along them. 

     

    Should I still fax it out again? 

    Will they think it am late responding if I fax now? 

    I cant find any fax number on the letter at all.