Problem with Form 8962 - advanced premium tax credit

Forum|Forum|4 years ago
January 30, 2022
4 replies
54 views

I've been trying to e-file my federal taxes. It keeps getting rejected because the return doesn't have the form 8962 (Premium Tax Credit). I had my medical insurance through my state medicaid program and paid no premiums. I can't find anywhere in the program to indicate that, so I don't need this form. But when my return is rejected, it says I need th is form. Anyone know how I can get around this?

TurboTax Home & Biz Windows

TurboTax Home & Biz Windows

Best answer by ee-ea

Error message F8962-006-01 is a code from the IRS to explain the rejection. It does refer to Form 8962, which reconciles the Advanced Premium Tax Credit from your Form 1095-A.

Latest information for this code is "This return cannot be electronically filed at this time due to an IRS processing error that will be corrected on February 3, 2022. On, or after February 3, 2022, open the rejected return, review it for errors, and resubmit the return for electronic filing."

ee-ea

Answer

Alumni - Champ

Error message F8962-006-01 is a code from the IRS to explain the rejection. It does refer to Form 8962, which reconciles the Advanced Premium Tax Credit from your Form 1095-A.

broucek

Level 2

Well it is March 11, 2022 and even following the instructions it has rejected my return 4 times now

attorneyarlene

Level 2

I am having this problem two when secondary numbers are zero - and I can't e-file. This is a problem in the software that needs corrected. Why hasn't it been?

DawnC

Level 15

If you have already attempted to e-file your return, but were rejected with rejection code F8962-070, you may find that you will not be able to answer the ''Did you receive a Form 1095-A?'' question with a NO response. When you select No, TurboTax will revert your selection back to Yes.

The reason you can’t change your response to NO, is because the 1095-A as well as Form 8962 are now included in your return. But, if you do not have a 1095-A and know you will not be receiving one, you can delete the 1095-A from your return. This will also remove the 8962 and allow you to change your answer to the 1095-A question to NO. If you have confirmed that there is no 1095-A available from the Marketplace, follow the steps below.

Delete the 1095-A form - see below
Revisit the 1095-A section and answer NO to the 1095-A question
E-file your return again

To delete the 1095-A from TurboTax, when you are signed into your tax return:

Search for 1095-A or search for 1095-a and use the Jump to 1095-a link to be taken to the questions.
Answer the question about unemployment and the next screen will show your 1095-A that was started.
Use the Delete button or the trash can icon depending on your version to delete the form.
Confirm the deletion.

You can also delete the form in Forms Mode, if using the desktop software or by clicking on Tax Tools and then Tools, and then 'Delete a form' in TurboTax Online.

Once the form is gone, TurboTax will accept a NO answer and you can then re-submit your tax return.

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broucek

Level 2

I went ahead and filed again letting the program know I did not have market place insurance ( the question just before) Turbo Tax continues to default back to putting a yes in regards to 1095-A.

Crazy thing is those of us who have health insurance and received a 1095-B should never of had to deal with this 1095-A tax credit or questions. This needs to be corrected in Intuit's end!!!

james0r

Level 2

Also stuck in rejection loop. I had both Medical and Covered California during 2021. I have all my digital forms ready but I'm never asked about 1095-A, only asked about 3895 which I entered all my information from Covered California.

When I go to Forms all I see regarding healthcare is Form 3895 and Form 3853.

No idea how to get out of this rejection loop, so frustrating.