JulieS
Employee Tax Expert

After you file

If your Form 1095-A has an effect on your tax due or refund, you will get a letter in a few weeks from the IRS telling you that you need add Form 8962 to your tax return. 

 

When you get that, you can add the Form 8962 to your tax return by adding the  information form your 1095-A. You are correct, you will need to wait until mid-February. 

  1. Scroll down to Your tax return & documents, select 2019 and then Amend (change) return.
  2. Select Amend using TurboTax Online.
  3. Select Continue on the screen titled, We’ll help you change (amend) your return
  4. Answer Yes, then select I need to amend my 2019 return and Continue.
  5. On the  screen titled We'll help you change (amend) your return, select the Federal Taxes tab at the top of the screen. 
  6. Click on Deductions & Credits near the top center of the screen.
  7. Find Medical on the list. If you don't see it, click on See all tax breaks at the bottom. 
  8. Click on Show more to the right of Medical
  9. Find Affordable Care Act (Form 1095-A) on the short list, click Start on the right.
  10. Enter your information.

This will add your 1095-A information to your tax return and will generate a Form 8962. To print your 8962:

  1. Click on Tax Tools.
  2. Select Print Center.
  3. Click on Print, save or preview this years return. 
  4. Select Form 8962 and print the form.

To get your refund as soon as possible, follow the directions in the letter. Typically they will say not to amend return, but just to complete Form 8962 and fax or mail it to them with a copy of your Form 1095-A.

 

If you did not get any subsidy to pay for your insurance, you may not get a letter at all.

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