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 -
- Sign into your account with the same login you used when you filed your 2018 return.
- 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
- This will take you back to the 2018 online tax return.
- Select the Federal tab
- Select the Health Insurance tab.
- Answer the questions about your health insurance which includes entering your 1095-A.
- Select Tax Tools (found on the left panel), then select Print Center below it.
- Choose Print, save, or preview this year’s return.
- Select View or print.
- Select Form 8962 and Form 1040 and print them.
- 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
