Retirement tax questions

The system automatically fills out the 8962 when you enter your 1095-A.

As far as the credit, you were "approved" for the $827 based on your estimated income.  When you filed your taxes if your income varied from the estimated income, your credit amount could be more or less and you would either have to pay back the excess you received or would get a credit if you didn't get enough.  

If you received the credit, you will see it on Schedule 5 line 70.  If you received too much it would be reported on line 46 of Schedule 2. 

To see your 1040 and attached schedules click Tools>>.Tax Tools>>>View Tax Summary>>>Preview My 1040. 

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