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sab916
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Why was a form 8962 not included in my return. i filled it out and completed it

 
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Why was a form 8962 not included in my return. i filled it out and completed it

The IRS Form 8962, Premium Tax Credit is not a form that is completed by the user of the software.  The TurboTax program will automatically generate the 8962 but only after the user has entered the Form 1095-A that they received for Marketplace Insurance in the Health Insurance section of the program.  If a Form 1095-A was not entered then a Form 8962 will not be included with the tax return.

If you received a notice from the IRS concerning a Form 8962 follow this procedure -

  1. Sign into your account with the same login you used when you filed your 2018 return.
  2. When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.   See Screenshot
  3. This will take you back to the 2018 online tax return.
  4. Select the Federal tab
  5. Select the Health Insurance tab.
  6. Answer the questions about your health insurance which includes entering your 1095-A.
  7. Select Tax Tools (found on the left panel), then select Print Center below it.
  8. Choose Print, save, or preview this year’s return.
  9. Select View or print.
  10. Select Form 8962 and Form 1040 and print them.
  11. Send the following to the IRS address or FAX number given in your IRS letter:

Form 8962, Premium Tax Credit

Copy of your Form 1095-A, Health Insurance Marketplace Statement

A copy of the IRS letter that you received.

Only if the refund or owed amount has changed: Also include your Form 1040

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