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Level 2
February 27, 2020
Question

Was never asked for a 1095-a form.

  • February 27, 2020
  • 1 reply
  • 0 views

I luckily get plus in case I need to amend but after starting an amendment, it is now telling me I have to also purchase the Deluxe edition as well. Now I feel like I am being ripped off. If I had known in order to amend, I needed deluxe and not plus, I would’ve simply gotten that. Paying $70 to simply add one form that I should’ve been asked for in the first place just doesn’t sit well with me. Can I have my plus refunded and applied to Deluxe?

1 reply

CatinaT1
Level 15
February 27, 2020

Did you get a letter about Form 8962?  If so, you do not need to amend your return.

 

Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.

  1.  Log into your return
  1. Select that you want to add a state - this lets you into the program without the amend process starting.
  2. In the top right corner, locate the Magnifying glass/search  
  3. enter the exact words 1095a
  4. Select the first entry Jump to 1095a
  5. Fill in the 1095a information
  1. Print and mail the 8962

The IRS may adjust your refund once they receive your form 8962. 

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Level 2
February 27, 2020

To my knowledge, I haven’t received anything about Form 8962. 

Level 15
February 27, 2020

You can contact TurboTax support and they may be able to process a credit for you if you have been over-billed. You can contact us as follows:

 

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

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