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Level 1
February 20, 2020
Question

Why does IRS want 1095a and form 8962 when you did not file it this year with my forms

  • February 20, 2020
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GiseleD
Level 14
February 21, 2020

Did you receive correspondence from the IRS asking for you to fill out a Form 8962 and include your 1095-A? If so, that means that you didn't enter this information in your return when you originally filed. 

 

Form 8962 Premium Tax Credit is required when someone on your tax return had health insurance in 2019 through Healthcare.gov (or a state marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. We'll help you create (or correct) the form in TurboTax.

 

First, make sure you have a clean copy of your original tax return for your records. If you haven't already saved one, sign in to TurboTax Online and go to Tax Home or go to the Print Center in TurboTax CD/Download to print or save a PDF copy. If you're using TurboTax CD/Download, you may want to create a separate copy of your .tax2019 file by going to File and Save As.

 

Next, find your form 1095-A. This won’t be in TurboTax. You should have received a paper form in the mail from your marketplace. If you didn't receive a Form 1095-A, sign in to your Healthcare.gov account to download a copy. Once you've got it, follow the instructions below for your version of TurboTax.

 

When you're done in TurboTax, you'll need to print out form 8962 and mail or fax it to the IRS, along with any other items requested in their letter (IRS Letter 0012c).

 

If there's a change to your refund amount or the amount you owe, you'll need to print and send page 2 of your 1040.

 

Keep in mind:

  • Respond promptly.
    • If you disagree with the IRS, respond with an explanation—and with the item(s) they're requesting.
  • You don't need to complete or send a Form 1040X (amended tax return) to the IRS.
    • Send page 2 of your 1040 only if the refund or owed amount has changed.

The original article can be found here. 

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Level 2
October 20, 2020

Filed the above forms in April It has been 6 months - Should I requested = Should I call and wake a sleeping bear?