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After you file
You have to sign onto your 2018 online account using the exact same user ID you used to create the account.
Close all TurboTax windows on your web browser (including this one). Copy and paste the account recovery website link onto a new web browser window and run the tool.
Use this TurboTax account recovery website to get a list of all the user ID's for an email address. Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery
If none of the user ID's received will access your 2018 account, then use the option shown in blue on the account recovery website, "Try something else"
Follow this procedure for the Form 8962 that was requested by the IRS -
- 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