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Level 2
January 28, 2025
Question

How to upload the form 8962 for the premium tax credit using the online version? I was able to upload the 1095-A form successfully- the 8962 form was not generated.

  • January 28, 2025
  • 2 replies
  • 13 views
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    2 replies

    DoninGA
    Level 15
    Level 15
    January 28, 2025

    The Form 8962 is completed by the TurboTax program after you have entered the Form 1095-A into the 2024 tax return.

     

    To enter, edit or delete your Form 1095-A -

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Deductions and Credits
    • Click on I'll choose what I work on (if shown)
    • Scroll down to Medical
    • On Affordable Care Act (Form 1095-A), click the start or update button

    Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

    Level 2
    January 28, 2025

    To clarify, I was able to upload the 1095-A form successfully. The issue is that the online version—not the software—does not generate an 8962 form. Is there no option for an 8962 form? 

    DoninGA
    Level 15
    Level 15
    January 28, 2025

    The Form 8962 cannot be uploaded since it is dependent on the Form 1095-A being entered into the program.

     

    After you uploaded the Form 1095-A did you complete the 1095-A section in the TurboTax program?

    Level 2
    February 18, 2025

    I dont the 8962 form so how do I get it or can y'all find it I file My taxes and the IRS keeps rejecting my return because of that form I don't have it

    DoninGA
    Level 15
    Level 15
    February 18, 2025

    @mclymorelatisha wrote:

    I dont the 8962 form so how do I get it or can y'all find it I file My taxes and the IRS keeps rejecting my return because of that form I don't have it


    The Form 8962 Premium Tax Credit is automatically completed by the TurboTax program, but only After you have entered the Form 1095-A.

     

    To enter, edit or delete your Form 1095-A -

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Deductions and Credits
    • Click on I'll choose what I work on (if shown)
    • Scroll down to Medical
    • On Affordable Care Act (Form 1095-A), click the start or update button

    Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

     

    Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets