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Get your taxes done using TurboTax
@Believer705 Yes, TurboTax can help you fill out form 8962 Premium Tax Credit.
First, make sure you have a clean copy of your original tax return for your records. If you haven't already saved one, sign in to TurboTax Online and go to Tax Home or go to the Print Center in TurboTax CD/Download to print or save a PDF copy.
If you're using TurboTax CD/Download, you may want to create a separate copy of your .tax2019 file by going to File and Save As.
- You don't need to complete or send a Form 1040X (amended tax return) to the IRS.
- Send page 2 of your 1040 only if the refund or owed amount has changed.
Select the TurboTax version you are using and following the instructions:
- Sign into your account with the same user ID you used when you filed your 2019 return.
- Scroll down to the Your tax returns documents section and select Add a state.
- In the left menu, select Federal.
- Select Deductions & Credits from the top menu.
- Select See all tax breaks.
- Select Show more next to Medical.
- Select Revisit or Start next to Affordable Care Act (Form 1095-A).
- Answer the questions about your health insurance, which includes entering your 1095-A.
- Select Tax Tools (found in the left menu), and then select Print Center below it.
- Choose Print, save, or preview this year’s return.
- Select View or print.
- Select Form 8962 and print it. If your refund or balance due has changed, print Form 1040 too. Keep a copy for your records and label it so you know it's the latest version of your taxes.
- Send the following to the IRS address or fax number found in your IRS letter:
- Form 8962, Premium Tax Credit
- Copy of your Form 1095-A, Health Insurance Marketplace Statement
- A copy of the IRS letter that you received.
- Only if the refund or owed amount has changed: also include page 2 of your 1040
TurboTax CD/Download Instructions for Windows:
- Open your return. Select File on the top left of your screen. (The other File refers to your tax return.)
- Choose Save as, enter a new name for your return, and select Save.
- Search for 1095-A and select the Jump to link.
- Answer the questions about your health coverage.
- When you return to the Your 2019 Deductions & Credits screen, select File (top left of screen) and choose Print.
- Select Specific Forms.
- Checkboxes for Form 8962 and Form 1040 and then print them.
- Send the following to the IRS address or fax number given in your IRS letter:
- Form 8962, Premium Tax Credit.
- Copy of your Form 1095-A, Health Insurance Marketplace Statement.
- A copy of the IRS letter that you received.
- Only if the refund or owed amount has changed: also include page 2 of your 1040
TurboTax CD/Download Instructions for Mac
- Open your return. Select File on the top left of your screen. (The other File refers to your tax return.)
- Choose Rename on Mac, enter a new name for your return, and select Save.
- Search for 1095-A and select the Jump to link.
- Answer the questions about your health coverage.
- When you return to the Your 2019 Deductions & Credits screen, select File (top left of screen) and choose Print.
- Select File (top left of screen) and choose Print/Save for your records.
- On the Print and Save your Tax Return screen, select Print to print the forms you need.
- Send the following to the IRS address or fax number given in your IRS letter:
- Form 8962, Premium Tax Credit.
- Copy of your Form 1095-A, Health Insurance Marketplace Statement.
- A copy of the IRS letter that you received.
- Only if the refund or owed amount has changed: also include page 2 of your 1040
Source: TurboTax FAQ
[Edited 3-4-2020|9:52 am PST]
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March 4, 2020
9:49 AM