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3 replies

DoninGA
Level 15
Level 15
June 1, 2019
IRS Form 8962 Premium Tax Credit is automatically generated by the TurboTax software after you have entered the Form 1095-A you received for Marketplace Insurance in the Health Insurance section of the program.
Did you receive a notice from the IRS requesting a Form 8962 for tax year 2018?
Level 2
August 25, 2019

i got a letter from the irs wanting a 1095-A and a completed 8962 form . I have the 1095-a form now and need the 8962 form completed so I can copy and mail to the irs

Level 15
August 25, 2019

@quil635  wrote:

i got a letter from the irs wanting a 1095-A and a completed 8962 form . I have the 1095-a form now and need the 8962 form completed so I can copy and mail to the irs


NOTE:  Before doing anything, you may wish to save a backup copy of the original PDF and tax data file of your return as originally filed, just in case something gets messed up in your online return.  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc. 

 

Did you get an 0012C letter from the IRS concerning an already-filed return?  Is it for 2018?

If it's for 2018, here's what to do about completing the Form 8962 in an already-filed return:

 

https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/00/27409

 

While it uses the amend process to prepare the 8962, you do not send the Form 1040X (amended reutrn) to the IRS.  Only mail/FAX what the IRS asked for and what is mentioned in that FAQ above.  If sending by mail, it's a good idea to use a method that has tracking, such as certified return receipt, priority mail, etc.

June 1, 2019

if you don't have form 1095-A you may be able to download a copy from the marketplace website

Level 2
February 1, 2022

how do Iget to the market place site

MarilynG
Level 15
February 1, 2022

Yes, Form 8962 Premium Tax Credit is generated after you enter 1095-A info.

 

Click this link for info on How to Enter 1095-A.

 

If you haven't yet received your 1095-A, you can download it from Healthcare.gov.

 

Here's more  info on What is the Premium Tax Credit?

 

 

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Level 2
February 26, 2022

how do i fill form 8962 with turbo tax