After you file

You do NOT need to amend your Tax Return!!!

 

All you need to do is log into Turbo Tax and do the following:

 

Scroll down to the bottom of the page and click on Add State.

 

On the left side of the screen it will bring up a list of options,  click on Federal, then click on add a form.

 

Up at the top you'll see credits and deductions, click on that. 

 

Scroll down and look for the 1095 A Healthcare tab, click on the start button to the right. 

 

Once it opens you can enter the information from the 1095 A form you received in the mail or printed off.

 

Once you've entered your information it will take you back through several more questions and do the review of your tax return.  Once that's completed you can either print or save your tax return and form 8962 will now be in there. 

 

If you've already electronically filed your return,  all you have to do is print off a copy of form 8962, make a copy of form 1095 A and either fax or mail it to the fax number/ mailing address printed at the top of the letter you received from the IRS.  Unless they specifically request a copy of your entire tax return, you do not need to send it.   They will recalculate your refund and send you a notice of any changes.