TomK2023
Employee Tax Expert

Get your taxes done using TurboTax

Form 8962 (Premium Tax Credit) is a federal-only form. California uses "FTB 3849" (Premium Assistance Subsidy) for its state-specific health insurance reconciliation (this form is generated using the information from your Form 3895, which is the state-level version of the 1095-A that Covered California sends out).

 

  1. Open or continue your return.
  2. Click the Forms Mode icon (top right corner... only in TurboTax Desktop).
  3. Look for the list of California forms (left hand column), by scrolling down to see if orm 3849 is listed.
  4. Click on it to View/Edit (if it’s not there, you haven't triggered the interview questions for it yet and follow the directions below).

 

  1. Finish your Federal return first, and make sure you entered your 1095-A in the Federal "Deductions & Credits" section under Medical sectuion, and then Affordable Care Act.
  2. Make sure the program has updated the State module ("Online" menu (top), and Click on "Check for Updates")
  3. Click on State Taxes tab and then Start/Continue (next to California interview).
  4. Look "Health Insurance Marketplace Statement (3895)" or a question asking if you were "Enrolled in Covered California."

Note: Even after you enter the 1095-A on the federal side, California requires you to confirm the Form 3895 data to generate Form 3849.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"