Free file and form 8962

[jims94vmx]

We qualify for the free file. We also use the ACA and slightly overpaid.

Because we had our health insurance through the government health marketplace we need to file form 8962.

IRS.gov shows that form 8962 is included in the available free file forms but when i complete the form TurboTax assigns a $40 fee and says i need the next filing level.   Could you tell me why i see this fee for form 8962 when its.gov mentions it as a free file form?

[TerukoL]

Just to clarify, does the verbiage say the $40.00 fee is because you are filing form 8962? 

Do you have any other TurboTax fees being deducted from your tax refund? If you selected to have your TurboTax fees deducted from your federal refund, there may be an additional fee for the Refund Processing Service. 

You can view a breakdown of your TurboTax charges by signing in to your online return. Once you have signed in and selected to continue your return, select Tools from the My Account drop-down list in the upper right corner. In the pop-up window, select My Fees to get a breakdown of your TurboTax charges.

How do I remove the Premium Services bundle

[jims94vmx]

Signing in to finish now shows no charges. Not sure why it did the day before. Thanks for help

[Reich1983]

The same thing came up on mine said bc I under paid apon ACA that I owe back$108: of my refund which is true and correct but it went to filing $0 most easy and basic 1040 with required 1095a that comes out to the difference being subtracted from my refund to i believe the amount was $44 it wanted to upgrade and wouldn't allow me to proceed without doing so.

[MonikaK1]

If TurboTax detects that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, it will prompt you to upgrade to a version that supports the forms you need so it can maximize your tax deductions and ensure you file an accurate return.

Review your fees to find out why you're being charged. Then, follow the directions to remove any unwanted charge:

• Remove PLUS Help & Support
• Remove Pay With Your Refund
• Remove Premium Services Benefits
• Remove MAX Defend & Restore
• Remove a state
• Clear and start over to start from scratch

Roughly 37% of taxpayers are eligible for TurboTax Free Edition. Form 1040 and limited credits only.

See this help article and this one for more information regarding these issues.