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Level 3
posted Feb 25, 2020 3:00:44 PM

State and federal taxes have been accepted. However I will need to amend my return to include 1095a data. Will this affect recieving my state return as well or only federal? Thanks all!

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4 Replies
Intuit Alumni
Feb 26, 2020 11:30:45 AM

Your federal and state offices work separately. In order to amend your tax return you will need to wait for it to be processed, approved and to receive your refund. 

Please refer to the instructions below to amend your return.

How do I amend my 2019 TurboTax Online return? - Community

Level 3
Feb 26, 2020 3:08:03 PM

Thank you. Update. New info that needs verifying: I am now reading online that I need to wait for a letter from the IRS asking for 1095a info, that I should not amend anything until I receive this said letter. Also I likely will not get my refund for another 16 weeks until they receive amendment paperwork?! 

Expert Alumni
Feb 26, 2020 3:26:00 PM

You don't need to wait for a letter, go ahead and get it done now to avoid further delay.

 

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

Level 3
Feb 26, 2020 4:03:25 PM

Ok. Will do! Thank you!