Vanessa A
Employee Tax Expert

Get your taxes done using TurboTax

TurboTax is not currently able to handle this issue in the Do It Yourself software, you can either reach out to a Tax Professional for help with filing your return or you can print and mail the tax return along with a manually calculated form 8962.   In Column (e) Part II rows 1-12 you would need to enter $0 for  the months you are not eligible Premium Tax Credit.  If you are using the desktop version, you can fill it out with numbers overridden in forms mode.  This is feature is not available in the online program.  Either way, it is probably easier to just print out form 8962 and hand write the entries. Do not enter 0's for column A, enter the correct amount on your form. 

 

I would also suggest attaching a statement explaining that you are not eligible for the Premium tax credit .  The reason for the statement is that there is not a spot on form 8962 to state you are not eligible for the credit for reasons other than numbers which are calculated on the form.  So if you send it into the IRS with 0's in column e of form 8962, then you may end up with a letter back from the IRS telling you they are correcting your form and then they will send you the additional refund. 

 

This is not so much a TurboTax issue as it is a form issue and the lack of ability on that form to report that you are ineligible for OTHER reasons. 


 

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