Deductions & credits

The form 8692 is generated when you enter the Form 1095A information into TurboTax.  Here is how to enter the 1095A:

Here's how to enter your 1095-A in TurboTax:

1. Open (continue) your return if you don't already have it open.
2. In the upper right, search for 1095-A.
3. Select the Jump to link in the search results.
4. Answer Yes on the Did you receive Form 1095-A for your health insurance plan?

You have to complete and file Form 8962 with your income tax return if any of the below applies to you.

• You qualify for the Premium Tax Credit (PTC) for 2020, which is for those who are enrolled, or whose family member is enrolled, in a qualified health plan
• Advance payment of the premium tax credit (APTC) was paid for you or another family member
• APTC was paid for a person you told the Health Insurance Marketplace would be in your family, but you didn’t include that person in your return

Since you’ll need Form 1095-A to calculate your PTC, you must wait until receiving that form before you can complete Form 8962.

If you:

• Haven’t filed your taxes yet, but received Form 1095-A, enter your 1095-A info and we'll fill in Form 8962 for you
• Sent Form 8962 when you filed, you don't need to do anything else
• Filed and didn’t send in Form 8962, but received a letter from the IRS requesting one, send in the form to the IRS
• Filed, didn’t send in Form 8962, and haven’t received a letter from the IRS requesting one, don’t amend your return. You should just wait until the IRS sends you a notice requesting one

If you received a letter from the IRS requesting Form 8962 and want more info, visit:

The IRS is requesting Form 8962 for 2019