JohnB5677
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Form 8962 is for individuals that received the advanced premium tax credit for their Marketplace Health Insurance plan.  You should have received a 1095-A that documents the details.   Form 8962 is used to reconcile your estimated and actual income for the year.

 

A 1095-A, Health Insurance Marketplace Statement, is a form you receive from the Health Insurance Marketplace if you or a family member purchased health insurance through the Marketplace for part or all of the year.

 

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

  1. Open (continue) your return if you don't already have it open.

  2. Search for 1095-A and select the Jump to link at the top of the search results.

  3. Answer (?) on the Did you receive Form 1095-A for your health insurance plan? screen and Continue.

In your case, you will enter NO to the 3rd question.

 

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