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:

[joc64]

I had the same problem in 2024 (using Turbo Tax);  did not generate 8962.  I received no advance payments and inputed the info received on my 1095-A into TurboTax.  Turbo Tax did not have an option for 8962 and did not generate one.  Per the letter I got from the IRS (after flagging my return after I just submitted the forms Turbo Tax generated and said were the only ones I needed)... I was supposed to include the 8962.  Essentially, the gist of the IRS letter was "if you selected a marketplace plan, you need to fill out 8962."   So.... somebody didn't get the memo...  In any case, I fail to see why Turbo Tax doesn't have an option for generating an 8962 if the client wants to include it (even if supposedly unnecessary).

[joc64]

The listing below for who needs to complete an 8962 is not complete... Persons wanting to get (retroactively) the PTC should fill out an 8962.  Your software does not allow that.  I can assure you, that if you have a marketplace plan and received a 1095-A, the IRS is expecting to see an 8962.  Also, I fail to see the harm in TurboTax having a radio-button selection where a statement might appear "you do not need to include Form 8962, do you still want to generate one anyway?" and then have the client choose "yes" so they can avoid  the inevitable letter from the IRS saying you were supposed to include the 8962 with your return.