The form 8692 is generated when you enter the Form 1095A information into TurboTax. Here is how to enter the 1095A:
Here's how to enter your 1095-A in TurboTax:
- Open (continue) your return if you don't already have it open.
- In the upper right, search for 1095-A.
- Select the Jump to link in the search results.
- Answer Yes on the Did you receive Form 1095-A for your health insurance plan?
You have to complete and file Form 8962 with your income tax return if any of the below applies to you.
- You qualify for the Premium Tax Credit (PTC) for 2020, which is for those who are enrolled, or whose family member is enrolled, in a qualified health plan
- Advance payment of the premium tax credit (APTC) was paid for you or another family member
- APTC was paid for a person you told the Health Insurance Marketplace would be in your family, but you didn’t include that person in your return
Since you’ll need Form 1095-A to calculate your PTC, you must wait until receiving that form before you can complete Form 8962.
If you:
- Haven’t filed your taxes yet, but received Form 1095-A, enter your 1095-A info and we'll fill in Form 8962 for you
- Sent Form 8962 when you filed, you don't need to do anything else
- Filed and didn’t send in Form 8962, but received a letter from the IRS requesting one, send in the form to the IRS
- Filed, didn’t send in Form 8962, and haven’t received a letter from the IRS requesting one, don’t amend your return. You should just wait until the IRS sends you a notice requesting one
If you received a letter from the IRS requesting Form 8962 and want more info, visit:
The IRS is requesting Form 8962 for 2019
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