LindaS5247
Expert Alumni

After you file

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

 

However, you are only required to include Form 8962 with your tax return if the following conditions are met:

  • You qualified for the Premium Tax Credit in 2023
  • 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

(Note: The Premium Tax Credit is only available to people that are enrolled in qualified health plans through Healthcare.gov or a state Marketplace.) 

 

Click here for information on when Form 8962 must be included with your tax return.

 

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

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