Problem with Form 8962 and 1095a

[tahadude]

I am using Turbo tax Premier but my return keeps getting rejected by the IRS because Form 8962 isn't part of it. I've entered all the information related to my Form 1095A (I had partial year coverage from the ACA Marketplace), yet the Form 8962 isn't getting generated. What do I need to do to get this return filed?

[DawnC]

What is the reject code and what version of TurboTax are you using?   Delete the 1095-A and re-enter it.   Form 8962 is automatically generated if you enter a 1095-A.   When you go to delete the 1095-A, look to see if 8962 is listed.   

How to delete forms in TurboTax Online

How to delete forms in TurboTax Desktop

[tahadude]

The reject code is F8962-070. i am using 2024 Turbo Tax Premier. I'll try deleting and re-entering the 1095A.

[tahadude]

I tried deleting and re-adding the Form 1095A. It still didn't add a Form 8962. I believe its not adding it because I didn't receive any premium tax credit for last year. However, that means that my tax return keeps getting rejected by the IRS. Not sure what I should do next?

[DawnC]

The bottom of this help article has a fix for that reject code.   

 Does your form have amounts in column C?   

When entering amounts from 1095-A >>  For any month you have an amount in column A, you have to have a positive amount in column B, and any amount (including $0) in column C.   If there is no amount (or $0) in column A, leave all columns blank for that line.

[tahadude]

On the 1095A, I have only zero amounts in Column C. I only have a non-zero amount in column A for the month of January, since I was only covered by a marketplace health plan until Jan 24, 2024. I found a number for Column B using the healthcare.gov site. I've left all other columns blank, yet I have now had 3 rejections from the IRS and am stuck.

[Vanessa A]

If you have nothing in column A, then there should be nothing in column C.  Is this Pennie? If so, for some reason they issued a bunch of 1095-A's with an amount in column C for a month people did not have coverage. The fix is to leave column A and B blank on that row.  Then you will be able to submit your return.  Since there were no premiums to pay, there should be no credit. 

[tahadude]

This is confusing. To be clear, I have $879 in Column A for January. I used Healthcare.gov to determine $930 for Column B for that month. I have left Column C as $0 for January. All other months are $0.00 on my 1095A, so I've left them all blank.

Are you suggesting I enter $0 for Column A and Column B for January also?

[SharonD007]

No, don't enter $0 for columns A and B for January.  Don't enter zeroes in any of the required fields of TurboTax. Leave the spaces blank for the time that you didn't have your Marketplace Health Insurance.

To return to the entry screens to edit your entries, refer to the TurboTax Help article Where do I enter my 1095-A? for navigation instructions.