RB16
New Member

Deductions & credits

Hello,

I filled out form 1095-A and TT generated the form 8962 but the results from 8962 seemed to be wrong.

I then downloaded the IRS instructions for 8962 and did it manually on a copy of 8962. What I found was the TT was pulling in the wrong information from my tax return for 8962- line 2b. It should be pulling in from line 8b. 1040-SR

From 8962 instructions:

1. Enter your adjusted gross income (AGI)* from Form
1040 or 1040-SR, line 8b, and Form 1040-NR,
line 35 ......

 

TT seems to be adding in the information SS 5a and not making adjustments to 8962 and adding it in to AGI. It should be straight from 1040-SR line 8b amount.

Thank you