1095A to 8962

Forum|Forum|2 years ago
March 14, 2024
2 replies
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My 1095A and 1040SR for 2022 and 2023 had approximately same numbers. However, I was able to have PTC refund to me for 2023. Form 8962 for 2022 show blank for Part II for all columns. I really don't know what I did differently for those two years. I spent all day compare the information for 2022 & 2023 without any luck. Can anyone help me?

MarilynG

Level 15

Since we can't see your tax return in this forum, you did the best thing you could do by comparing last year's and this year's 1095-A's and Form 8962's.

TurboTax prepares the 8962 for you, based on your 1095-A entries, so if you entered your 1095-A as it was issued to you each year, you did what you were supposed to do.

Obviously, there could be a mistake on your 1095-A, but you would need to contact the Marketplace to inquire about that. If your 2022 1095-A looks a lot different than your 2023 one, that's a possibility.

Or, if your income changed, that could also be a factor.

Here's more info on How is the Premium Tax Credit Calculated.

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shsw09aaAuthor

Level 2

my line 5 for both 2022 and 2023 were all -0- for form 8962. However, line 12-23 for 2023 have the same numbers as 1095A, but blank completely for 2022 form 8962. I went to amend 2022 to edit/or view my medical sections. 1040-X Column A and B show very strange numbers for Line 1, 2 and 6 which I can't identify those numbers. I think something is wrong with the software. Thank you for your help.