After you file

Form 8962 Premium Tax Credit is required when someone on your tax return had health insurance through Healthcare.gov (or a state marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. We'll help you create (or correct) the form in TurboTax.

You should have received a paper form in the mail from your marketplace. If you didn't receive a Form 1095-A, sign in to your Healthcare.gov account to download a copy.  Once you've got it, follow the instructions below for your version of TurboTax.

When you're done in TurboTax, you'll need to print out Form 8962 and mail or fax it to the IRS, along with any other items requested in their letter (IRS Letter 12C).

If there's a change to your refund amount or the amount you owe, you'll need to print and send page 2 of your 1040.

Remember:

• Respond promptly.
  • If you disagree with the IRS, respond with an explanation—and with the item(s) they're requesting.
• You don't need to complete or send a Form 1040X (amended tax return) to the IRS.
  • Send page 2 of your 1040 only if the refund or owed amount has changed.

TurboTax Online Instructions

First make sure you have a clean copy of your original tax return for your records. If you haven't already saved one, go to Tax Home to print or save a PDF copy.

1. Sign into your account with the same user ID you used when you filed your 2020 return.
2. Scroll down to the Your tax returns documents section and select Add a state.
3. In the left menu, select Federal.
4. Select Deductions & Credits from the top menu.
5. You may need to answer a few preliminary questions to reach the Your tax breaks section. Once you get there, select See all tax breaks.
6. Select Show more next to Medical.
7. Select Revisit or Start next to Affordable Care Act (Form 1095-A).
8. Answer the questions about your health insurance, which includes entering your 1095-A.
9. Select Tax Tools (found in the left menu), and then select Print Center below it.
10. Choose Print, save, or preview this year’s return. You may need to enter info about your driver's license or other state ID.
11. In the TurboTax Print Center, check the  Federal returns box and select the Just my tax returns(s) option. Select View or print forms.
12. We'll generate a PDF copy of your tax return. Save or print a copy for your records and label it so you know it's the latest version of your taxes. Print a copy of Form 8962 for the IRS. If your refund or balance due has changed, print Form 1040 too.
    • You can check if your refund changed by comparing line 21a on your original 1040 and the one you just printed. If you had a balance due, check line 23.
13. Send the following to the IRS address or fax number found 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 page 2 of your 1040