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New Member
posted Feb 5, 2024 8:08:24 AM

Year 2022 -IRS needs form 8962 & 1095-A. Can I get the 8962 completed through my saved tax return (amend my taxes) or do I have to follow the long instructions by hand?

easiest way to send IRS 8962 & 1095a

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Expert Alumni
Feb 5, 2024 9:32:38 AM

No. You don't need to work the form 8962 manually.   You can amend your 2022 tax return to add the 1095A information using the HSA topic in the the "Deductions & Credits" section.  Adding the form 1095A information will generate the form 8962.  

 

So after completing the amendment you will be given the option to "Print/Download" your return.  After the download you can view the pages and find the form 8962 for printing. Then you can send in the form 8962 and a copy of your 1095A as requested by the IRS.

 

Here is a link on amending a prior year return in TurboTax.