Did you enter your 1095-A information into TurboTax when preparing your return?
It should have been entered as follows in the Federal interview section of the program.
- Select Deductions & Credits
- Scroll down to All Tax Breaks
- Select Medical
- Select Affordable Care Act (Form 1095-A)
If you entered it as above, TurboTax will generate Form 8962 for the Premium Tax Credit, if applicable.
Form 8962 is not required to be filed if your return has any Excess Advanced Premium Tax Credits. The only time you would need to include Form 8962 in your 2020 income tax return is if you are claiming a Premium Tax Credit.
Reconciling premium tax credit
If you received a notice asking you for Form 8962, you can follow the instructions in the following help article to create Form 8962 in TurboTax and submit with your Form 1095-A.
How to generate Form 8962 to submit to the IRS as requested
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