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Get your taxes done using TurboTax
A Form 8962 is automatically generated after you have entered the Form 1095-A that you received for Marketplace Insurance in the Health Insurance section of the program. If you did not enter the Form 1095-A then there will not be a Form 8962 included with your tax return.
If you received a notice from the IRS concerning a Form 8962, follow this procedure -
- Sign into your account with the same login you used when you filed your 2018 return.
- When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. See Screenshot
- This will take you back to the 2018 online tax return.
- Select the Federal tab
- Select the Health Insurance tab.
- Answer the questions about your health insurance which includes entering your 1095-A.
- Select Tax Tools (found on the left panel), then select Print Center below it.
- Choose Print, save, or preview this year’s return.
- Select View or print.
- Select Form 8962 and Form 1040 and 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 your Form 1040
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Get your taxes done using TurboTax
Me too, I use Turbo Tax because I always trusted it to prompt me for things like form 1095-A but it didn't for me this year and I didn't even think about it, now I got a letter from IRS asking for these forms.
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Get your taxes done using TurboTax
Problem is the form WASN’T automatically generated for every California filer qualifying for EITC this year. The question is WHY?