topic Filing Form 8962 Charge in Deductions & credits

Filing Form 8962 Charge

JN7622 — Mon, 23 Feb 2026 12:45:15 GMT

I qualified for the free file. I need to file form 8962 because I had health insurance through the government health marketplace, (which I did overpay)

IRS.gov shows that form 8962 is included in the available free file forms but when I complete filling out my tax information, TurboTax says I need to upgrade for $39 in order to file because I have a Premium Tax credit. Why is there a fee for filing Form 8962 when it's a free IRS filing form?

Re: Filing Form 8962 Charge

DoninGA — Sun, 12 Feb 2023 01:24:16 GMT

TurboTax and H&R Block are not part of the IRS Free File program

Go to this IRS website for the 8 tax preparation providers who are part of the Free File program - https://apps.irs.gov/app/freeFile/browse-all-offers/

Re: Filing Form 8962 Charge

JN7622 — Sun, 12 Feb 2023 01:33:21 GMT

I qualified for Turbo Taxes' file for $0.00

Re: Filing Form 8962 Charge

DoninGA — Sun, 12 Feb 2023 01:43:41 GMT

The TurboTax Free online edition is only for a very simple tax return which only requires a Form 1040. Since you have a Form 1095-A and a Form 8962 those are not supported by the Free edition so you needed to upgrade to the Deluxe edition at $39.