topic Why is Turbotax filing form 8962 when there is no APTC or PTC?? in Get your taxes done using TurboTax

Why is Turbotax filing form 8962 when there is no APTC or PTC??

Sentinel — Mon, 09 Mar 2026 08:30:34 GMT

Healthcare.gov and the TurboTax site clearly indicate form 8962 does not require filing if, for example, someone purchases a health plan on the healthcare exchange and pays the full premiums out of pocket (no APTC) and make too much money to qualify for a PTC. Why then is TurboTax including form 8962 as a required form for filing in such situations?

Re: Why is Turbotax filing form 8962 when there is no APTC or PTC??

CarissaM — Fri, 11 Mar 2022 01:54:37 GMT

Are you receiving any rejection code? This will allow us to better assist you.

Re: Why is Turbotax filing form 8962 when there is no APTC or PTC??

Sentinel — Fri, 01 Apr 2022 06:45:17 GMT

No, but once a 1095A is entered Turbotax seems to insist on including form 8962 as part of the required forms for filing. This isn't correct in all situations.

Re: Why is Turbotax filing form 8962 when there is no APTC or PTC??

Sentinel — Fri, 01 Apr 2022 06:46:16 GMT

How might we get some attention from Intuit on this rather simple-to-correct error so form 8962 is only included for filing when required?