The IRS is requesting Form 8962 for 2019

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The IRS is requesting Form 8962 for 2019

Form 8962 Premium Tax Credit is required when someone on your tax return had health insurance in 2019 through Healthcare.gov (or a state marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. We'll help you create (or correct) the form in TurboTax.

You should have received a paper form in the mail from your marketplace. If you didn't receive a Form 1095-A, sign in to your Healthcare.gov account to download a copy.  Once you've got it, follow the instructions below for your version of TurboTax.

When you're done in TurboTax, you'll need to print out Form 8962 and mail or fax it to the IRS, along with any other items requested in their letter (IRS Letter 12C).

If there's a change to your refund amount or the amount you owe, you'll need to print and send page 2 of your 1040.

Remember:

  • Respond promptly.
    • If you disagree with the IRS, respond with an explanation—and with the item(s) they're requesting.
  • You don't need to complete or send a Form 1040X (amended tax return) to the IRS.
    • Send page 2 of your 1040 only if the refund or owed amount has changed.

First make sure you have a clean copy of your original tax return for your records. If you haven't already saved one, go to Tax Home to print or save a PDF copy.

  1. Sign into your account with the same user ID you used when you filed your 2019 return.
  2. Scroll down to the Your tax returns documents section and select Add a state.
  3. In the left menu, select Federal.
  4. Select Deductions & Credits from the top menu.
  5. You may need to answer a few preliminary questions to reach the Your tax breaks section. Once you get there, select See all tax breaks.
  6. Select Show more next to Medical.
  7. Select Revisit or Start next to Affordable Care Act (Form 1095-A).
  8. Answer the questions about your health insurance, which includes entering your 1095-A.
  9. Select Tax Tools (found in the left menu), and then select Print Center below it.
  10. Choose Print, save, or preview this year’s return. You may need to enter info about your driver's license or other state ID.
  11. In the TurboTax Print Center, check the 2019 Federal returns box and select the Just my tax returns(s) option. Select View or print forms.
  12. We'll generate a PDF copy of your tax return. Save or print a copy for your records and label it so you know it's the latest version of your taxes. Print a copy of Form 8962 for the IRS. If your refund or balance due has changed, print Form 1040 too.
    • You can check if your refund changed by comparing line 21a on your original 1040 and the one you just printed. If you had a balance due, check line 23.
  13. Send the following to the IRS address or fax number found in your IRS letter:
    • Form 8962, Premium Tax Credit
    • Copy of your Form 1095-A, Health Insurance Marketplace Statement
    • A copy of the IRS letter that you received.
    • Only if the refund or owed amount has changed: also include page 2 of your 1040

First make sure you have a clean copy of your original tax return for your records. If you haven't already saved one go to Print Center to print or save a PDF copy. You may want to create a separate copy of your .tax2019 file by going to File and selecting Save As.

  1. Open your return. If you haven't already saved a separate copy of your .tax file to make these changes, select File on the top left of your screen. (The other File refers to your tax return.)
  2. Choose Save as, enter a new name for your return, and select Save. 
  3. Search for 1095-a and select the Jump to link.
  4. Answer the questions about your health coverage.
  5. When you return to the Your 2019 Deductions & Credits screen, select File (top left of screen) and choose Print.
  6. Select Specific Forms.
  7. Select the checkbox for Form 8962 and print it.
  8. If your refund or balance due has changed, print Form 1040 too.
    1. You can check if your refund changed by comparing line 21a on your original 1040 and the one you just printed. If you had a balance due, check line 23.
  9. Send the following to the IRS address or fax number given in your IRS letter:
    1. Form 8962, Premium Tax Credit.
    2. Copy of your Form 1095-A, Health Insurance Marketplace Statement.
    3. A copy of the IRS letter that you received.
    4. Only if the refund or owed amount has changed: also include page 2 of your 1040

First make sure you have a clean copy of your original tax return for your records.

  1. Open your return. Select File in the top left of your screen. (The other File refers to your tax return.)
  2. Choose Duplicate and enter a new name for your return.
  3. Select the Federal Taxes tab, and then Deductions & Credits. Scroll down to Medical and select Start next to Affordable Care Act (Form 1095-A).
  4. Follow the screens and enter your information.
  5. When you're done and return to the Deductions & Credits screen, select File (top left of screen) and choose Print.
  6. On the print pop up screen, select your Federal Tax Return and the All forms & worksheets button, then select Continue.
  7. Open the downloaded PDF and navigate to your Form 8962 to print it. Send the following to the IRS address or fax number given in your IRS letter:
    • Form 8962, Premium Tax Credit.
    • Copy of your Form 1095-A, Health Insurance Marketplace Statement.
    • A copy of the IRS letter that you received.
    • Only if the refund or owed amount has changed: also include page 2 of your 1040

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