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1095-A - Form 8962 - Include in 1040?

General searches seem confusing on this issue around the following scenario:

  • 1095-A shows no Advance Payments (Column C is blank)
  • Party is not entitled to any Tax Credits after running the numbers through Turbo Tax

Question - What form(s) if any are to be attached to the 1040? I would say none, TT does not list the requirement to send any either. I can't see why it would be necessary to send any of the above forms with the 1040 and it's not just advice from 'Joe Blow' on the net. Here's a snippet from this site around a similar question. Look at the last sentence......if there is no PTC involved then I don't see anywhere on the final printed 1040 that the 1095-A is mentioned.......so how is it "reported on your return"

Thanks

 

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Since you didn't receive the premium tax credit, and if both column B &C are blank, you don’t have to fill out or include Form 8962 when you file your federal taxes. However, the IRS might reject your tax return if you received form1095-A but didn't report it on your return. 

 

 

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