I need to know how to fill out a premium tax form 8962

[kayroy24]

I filed taxes and health care never sent me the 1095 a so now I have to fill out a 8962 form and I don't know how. I have two different 1095-a forms

[PatriciaR]

TurboTax will help you enter Forms 1095-A and create Form 8962. Please see these steps:

https://ttlc.intuit.com/replies/5824742

[Tamrasmom]

I need help filling out Premium Tax Credit (PTC) form 8962. Starting with step 1 please

[DoninGA]

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@Tamrasmom wrote:

Starting with step 1 please

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Why do you ask?  Did you get a letter from the IRS?  What tax year are you referring to?  Did you receive your Form 1095-A?

A Form 8962 can only be generated after the Form 1095-A has been entered.

[Tamrasmom]

Yes I recieved  a letter after I already file didn't k ow I was to include health insurance statement

[CatinaT1]

Did you received a letter from the IRS requesting just this form?  If so, 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
2. Select that you want to add a state - this lets you into the program without the amend process starting.
3. In the top right corner, locate the Magnifying glass/search  
4. enter the exact words 1095a
5. Select the first entry Jump to 1095a
6. Fill in the 1095a information
7. Print and mail the 8962

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

[DoninGA]

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@Tamrasmom wrote:

Yes I recieved  a letter after I already file didn't k ow I was to include health insurance statement

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What tax year does the letter reference?

[jbrown552211]

Where do you go to print the form once youve entered the info? Since my 2019 isnt ready to amend yet and i have to file this

[MayaD]

When you enter form 1095-A, turbo tax will automatically generate form 8962.

To print the form, select Tax Tools from the menu then select Print Center. 

[Charlesmorton89]

Hello,

where do you go to print it? I followed the steps but the 8962 for isnt in the tax return pfd.

[HelenC12]

First, make sure you follow the instructions below to generate form 8962.

Instead of choosing the "Print forms required for filing" select "All forms, worksheets and schedules" or try the various printing options. Once you have the PDF, select form 8962 and print it.

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 0012c).

If there's a change to your refund amount or the amount you owe, you'll need to print and send page 1 of your 1040.

TurboTax Online Instructions

TurboTax CD/Download Instructions for Windows

TurboTax CD/Download Instructions for Mac

Source: TurboTax FAQ

[jheff324]

I received a letter from the IRS asking for 1095A and 8962. I followed another employees instructions for creating the 8962 form through turbo tax and successfully printed it. It did state briefly while I was editing and adding my 1095A to create the 8962 that my refund amount lessened by 18 dollars. When I went to print my whole tax return (nothing was amended or changed obviously), my tax return amounts have not changed in the 1040. Is it still necessary to print page 1 of the 1040 if it didn't state a change in refund on there?

[AlexanderS08]

No, it is not necessary to print Page 1 of the 1040. The letter you received specifically says that all they want is the 8962 and 1095-A. They will automatically adjust your return to account for the $18.

[Victory4love]

How do I fill out 8962 tax form?

[DoninGA]

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@Victory4love  wrote:

How do I fill out 8962 tax form?

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See this TurboTax support FAQ for the Form 8962 and Form 1095-A as requested by the IRS for 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409