If you have received a letter
from the IRS asking for form 8962, form 1095-A, and a recalculated form 1040,
page 2, please check
which tax year the letter references. If
your letter 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 has requested 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 the letter specified. If the letter is for tax year 2016, follow the
directions below. If the letter is for tax year 2015 or 2014, please click on the link at the bottom.
- Sign into Turbo Tax
- Click My Turbo Tax in the
upper left. This will take you to My
Tax Timeline
- Scroll to the bottom for Some
things you can do
- Click on "add a
state" to open the tax file.
- Click on the Federal
Taxes tab and then
the Health Insurance tab
- Answer the questions about your health
coverage
- Select Yes, "Was anyone enrolled in
any of these less common plans in 2016?" to enter your 1095-A and
generate an 8962 form.
- On the That’s all we need on your
2016 coverage screen,
- Click Done with Health
- Select My Account at the top, in the blue
- Select Print
Center
- Print, save, or preview this year’s
return
- Click on Print to print
the forms you need
- You can view the forms from here and
select just to print the pages with
-
Form 8962 and
either Form 1040 or 1040A
-
Or you
can select forms filed
with the government plus all worksheets
- Then Save
to my computer and
simply print those specific pages from the pdf
-
Mail the
following to the IRS
address on your IRS letter:
1. Form 8962, Premium Tax
Credit
2. Copy of your Form 1095-A,
Health Insurance Marketplace Statement
3. A copy of the IRS letter
that you received.
4. (If you letter asks for it) Form 1040 or
1040A – make sure to sign
and date Page 2 of the Form 1040 or 1040A
