jeezus
Returning Member

Get your taxes done using TurboTax

FDI_8962_DepLine2bEmpty_ErrorHold
Seems that a fair amount of TTO customers find themselves with a rejected (or on Hold) return and unable to accommodate requests to provide form 8962   Customers intent on paying turbotax fees out of their refund ,once rejected, could neiither print forms, nor make it back to the efile screen because of issues where validation wouldn't tolerate zeros in the 1095a field. The only way to fix this was to:

1. Install TurboTax Desktop onto PC.

2. Save the .tax file (by going to Tax tools  -> Tools -> Save Tax Return to Computer. The "Download Tax Return" option under "Documents and Tax Returns"  seems buggy and will leave you with corrupted .tax file.)

3. Open the .tax file in TurboTax Desktop. delete the erroneous 8962, then re-visit the 1095-a information (which also recreates the 8962 form with the newly entered 1095 information)

4. Review line 2B (of form 8962) in the Forms view. Whenever the answer for line 2B is either 0 or N/A, TurboTax seems to leave the field blank (Which is what causes IRS validation to reject the return.)

 

It seems that a lot of customers have received letters from the IRS instructing them to simply mail or fax a copy of their 8962. In order to access turbotax's 8962, Forms mode (and therefore Desktop) would be required. At which point, it seems that, rather than simply printing off the 8962 and maliing it to the IRS, it would be just as easy to use the required forms mode access to manually enter zero into line 2b and take advantage of the resultant newly restored ability to efile.