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After you file
No. You don't need to work the form 8962 manually. You can amend your 2022 tax return to add the 1095A information using the HSA topic in the the "Deductions & Credits" section. Adding the form 1095A information will generate the form 8962.
So after completing the amendment you will be given the option to "Print/Download" your return. After the download you can view the pages and find the form 8962 for printing. Then you can send in the form 8962 and a copy of your 1095A as requested by the IRS.
Here is a link on amending a prior year return in TurboTax.
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‎February 5, 2024
9:32 AM
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