After you file

You do not need to file an amended return because you forgot to add Form 1095-A

The IRS will contact you and ask you to send in a copy of Form 8962.

You will create the Form 8962 in TurboTax by following these directions:

 

  • Log into TurboTax on a browser
  • Click the button for Add a State, that will not add a state but will get you back into your tax return
  • Federal
  • Deductions and Credits
  • Medical
  • Affordable Care Act (Form 1095-A)
  • fill in the information from the 1095-A and answer all of the questions

Review your tax return and then go to Tax Tools, Print Center and print your 2021 tax return as a pdf.  Find the Form 8962 in the pdf copy and print that form.  Then follow the directions from the IRS to mail or fax the 8962 along with a copy of the 1095-A and a copy of the letter from the IRS.

 

@Belc01

 

 

 

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