1095a? IRS sending my refund back Rejected??

[CHUNKERS1]

I can’t talk to a live person

[HopeS]

The efile rejection happens when your return is missing Form 1095-A Health Insurance Marketplace Statement. The IRS compares the information you enter on your return with what they have in their database. When something's missing or mismatched, your return gets rejected.

 There are two reasons your return could be rejected if you weren't covered at all in 2022 through the Marketplace.

1. A form could be stuck in your return, prompting the rejection. If you have already attempted to e-file your return but were rejected with code F8962-070, you may find that you won't be able to answer No to the question Did you receive a Form 1095-A? When you select No, TurboTax will revert your selection back to Yes. This is because Forms 1095-A and 8962 are currently included in your return. 

2. The IRS has information that someone in your household should have a 1095-A. This could be because you or a dependent had Marketplace insurance in a previous year, or because a form is stuck in your return. 

Please review the link below for more guidance. Once you are in the link scroll to the section that shows "What if I wasn't covered at all in 2022 through the Market Place?" There will be detailed steps on how to fix reasons 1 and 2 discussed above.

How do I fix efile reject when you weren't covered through the Marketplace?

@CHUNKERS1 

[CHUNKERS1]

We already verified this with the market place and it was investigated and they voided out the form but I still had to enter the information and they took some of our refund 

[DaveF1006]

What my advice to you is is to file an amended return leaving the 1095A off of the return. What you will need to do is print and mail your amended return instead of efiling it. 

Include a detailed explanation or report informing the IRS that there was an investigation conducted and the marketplace has voided the 1095A. Be as detailed as possible tat includes all documentation received proving that the marketplace voided the 1095A.  Be as detailed as possible in your statement.  

If using Turbo Tax Online:

1. Sign in to TurboTax
2. On the home screen, scroll down to Your tax returns & documents and select the year you want to amend
3. Select Amend (change) return, then Amend using TurboTax Online
   • If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead
4. On the screen OK, let's get a kickstart on your 2022 amended return, select The IRS or state sent me a notice (this will allow you to amend only your state return without making changes to your federal) and Continue
5. On the next screen, select Something Else and Continue
6. On the screen Tell us which 2022 return(s) you want to amend, select 2022 state
7. Continue until the Let's Amend your State Taxes screen. Select Amend next to your state return, and continue through the screens to make your amendments

To amend using the software if you are using the software instead of online.

1. Go to federal>Other tax situations
2. Go to other tax forms>amend a return

[CHUNKERS1]

Thank you. We are mailing our tax return to IRS. We have had enough

[CHUNKERS1]

Good Morning Dave

we have decided to mail in our tax refund with all of our paperwork and the cancellation of the health insurance we never had. Hopefully they will fix our return 

[HopeS]

As @DaveF mentioned, please include a detailed explanation regarding Form 1095A.

I also recommend you use a certified mail receipt so you can track your return delivery. This will also provide proof of mailing in case of any issues with the IRS.

@CHUNKERS1 

[CHUNKERS1]

Yes 

we did and we also ferried the envelope 

[CHUNKERS1]

We definitely certified the envelope 

[CHUNKERS1]

It is a shame that IRS is not on the same page as health. Gov. This took us 3 months already to clear this up and they are saying it is still wrong. It was fraud and we had a case number. Now we have to wait for a refund. Not right 

[CHUNKERS1]

We tried to file our taxes this year and we were also told that we need a 1095A. The marketplace or someone at the insurance company signed me up without my permission and now they want to take $1444.00 out of refund . We have been fighting with them for 3 months and this was fraud. They sent us back a corrected form and a voided out form. We tried again and we were rejected so we put all of our paperwork they sent us along with our 2022 tax returns and mailed them to the IRS for them to look at this. What do we do. We already had insurance with our employer 

[TeresaM]

It sounds like you have taken the right steps to get this resolved. The IRS has a review process for Forms 8962 and part of that is reviewing documentation from the Marketplace. If they need anything in addition, they will send a letter and state specifically what they need, the date they need it before they make an adjustment, and how to send information to that particular group. 

[CHUNKERS1]

I just hope this doesn’t take forever. How can they get away with this. We thought health.gov was connected to the IRS and they should know better.

[Lakingg]

You should be able to add a statement to that era. Saying that you did not receive a 1095. Are you did not have Health Insurance through the marketplace. Or just  go fretaxusa  they got the update 🙏🏾

[Dltr2020]

I need a copy of my 1095-A