joc64
New Member

Get your taxes done using TurboTax

I had the same problem in 2024 (using Turbo Tax);  did not generate 8962.  I received no advance payments and inputed the info received on my 1095-A into TurboTax.  Turbo Tax did not have an option for 8962 and did not generate one.  Per the letter I got from the IRS (after flagging my return after I just submitted the forms Turbo Tax generated and said were the only ones I needed)... I was supposed to include the 8962.  Essentially, the gist of the IRS letter was "if you selected a marketplace plan, you need to fill out 8962."   So.... somebody didn't get the memo...  In any case, I fail to see why Turbo Tax doesn't have an option for generating an 8962 if the client wants to include it (even if supposedly unnecessary).