- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
1095-A or Form 8962 - Include in 1040?
Second attempt I think I posted this in the wrong area......
General web searches seem confusing on this issue around the following scenario:
- 1095-A shows no Advance Payments (Column C is blank)
- Party is not entitled to any Tax Credits after running the numbers through Turbo Tax.
Question - What form(s) if any are to be attached to the 1040? I would say none, TT does not list the requirement to send any either. I can't see why it would be necessary to send any of the above forms with the 1040. Here's a snippet from this site around a similar question. Look at the last sentence from the respondent to that OP......if there is no PTC involved then I don't see anywhere on the final printed 1040 that the 1095-A or the 8962 is mentioned.......so how is it "reported on your return"
So....am I sending a 1095-A or 8962? I'm not due any credit and didn't take any APTC.
Thanks
This is the snippet from a similar question posed last year.
----------------------------------------------------------------------------------------------------------------------------------------------------
Since you didn't receive the premium tax credit, and if both column B &C are blank, you don’t have to fill out or include Form 8962 when you file your federal taxes. However, the IRS might reject your tax return if you received form1095-A but didn't report it on your return.