TomK2023
Expert Alumni

After you file

This is an old link & answer from 2018.

 

TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A.

 

You have to include Form 8962 with your tax return if:

  • You qualified for the Premium Tax Credit in 2022
  • You or someone on your tax return received advance payments of the Premium Tax Credit
  • A member of your family received advance payments of the Premium Tax Credit, even if you didn’t include this person on your tax return

This credit is only available to people enrolled in qualified health plans through Healthcare.gov or a state Marketplace. 

 

Note: If your e-file is being rejected with code F8962-070, see this article.


 

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