1095-A not generating Form 8962

[ahumpal188]

Hello,

On my 1095-A from January to September all columns are 0 since I had health care from my former employer then, and then from October to December I have numbers in columns A (Monthly enrollment premium) and B (Monthly second lowest cost silver plan) and 0's in Column C because I did not receive the monthly advance payment of premium tax credit because of my higher income. For every spot that had a 0, I left it blank in Turbo Tax when inputting my 1095-A since when I put the 0's it had given me an error, however my Form 8962 did not generate. When I view my tax return before submitting it is just not there. I'm not sure how to get it to generate since I believe the IRS requires the form if you have a 1095-A regardless of if you received the advance payment of premium tax credit or not.

[DawnC]

Yes, you will have Form 8962 if you have a 1095-A entered.   Leave all columns A, B and C on the Jan-Sept lines completely blank; delete any zeros there.   You should only have entries in columns A, B, and C on lines Oct-Dec.   

For any month you have an amount in column A, you have to have a positive amount in column B (not $0), and an amount (including $0) in column C.   If there is no amount (or $0) in column A, leave all columns blank for that line.  

You may want to delete the form you entered and re-enter it.  Where do I enter my 1095-A?

How to delete forms in TurboTax Online

How to delete forms in TurboTax Desktop

[ahumpal188]

@DawnC  Hello,
I followed your instructions exactly and it still not did create a form 8962. I deleted and created the form again multiple times but it is no where on my tax return.

I followed these instructions to see if the 1095-A was registering correctly "Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets" and I saw that my 1095-A worksheet was there but still no form 8962.

[ThomasM125]

According to the instructions for Form 8962, it only needs to be filed if you have a premium tax credit, which would only occur if you had entries in column C on your Form 1095-A. Since you don't have that, the form would not need to be included with your tax return: