bgn
Level 1

Get your taxes done using TurboTax

I'm another of many who thinks TurboTax should have asked if I received a 1095-A (yes) and then prompted me to complete Form 8962. I am retired and have a very low income so I qualify for PTC and I use the TurboTax free service. I've used it for 7 years and it's been great until filing for 2019. I'm so used to it being thorough that I didn't realize until I submitted that PTC was omitted. I called support and was told I didn't need to attach 1095-A, that IRS would ask for it if needed but I would have to upgrade and pay to include it. Form 8962 was not addressed. I was sure something was wrong but kept being told IRS would let me know if they needed anything else. That wasn't the point, of course IRS will let you know if they need something. I wanted to do it right the first time. I submitted online Feb 6 and today (Feb 27) received notice from IRS that they need my 1095-A and Form 8962. I didn't bother trying to amend online as I can't afford the upgrade. I completed the request manually and mailed it. In the past I've gotten a direct deposit refund within 2 weeks. This year it will be 6-8 weeks. Very disappointed.