1095

[Nerfherder]

when will I be able to amend my return I was never given an option to include my 1095 forms when I filed

[Gar615]

I also was not asked or remember being asked that question. Now I have to wait to amend my return and got no help about this from turbo tax 

[judym67]

I just filed and realized after the fact that I wasn't questioned about our 1095 form.  Wondering if I will have to amend my return. This seems to be a fault within the Turbo Tax software.

[kimhelm]

Turbo Tax FAILED in asking for this information.  I am beyond frustrated!!!!  How in the world do your software people not get the "Hey do you have marketplace insurance??" Click "yes" or "no". That one simple question could have saved not only your customers, but the IRS tons of money and worry.  I am a single mom who looks forward to tax returns.  I filed and submitted my electronic return on Jan 17th.  I now have to wait until I get a letter in the mail from the IRS requesting my 1095A and now a 8962. They said to give them 3 weeks to process after they receive it and another 9 weeks to get my return.  So at this rate, I should get my return in June.  6 MONTHS after filing.  I will NOT be a return customer. BTW Tax Slayer prompted their customers with the marketplace question!!!!

[Nae23]

I'm having the same issue. I filed and was accepted 2/1/20 still no refund. I called the IRS and was told that I should of gotten a letter regarding my 1095A that I have not received and to give it another 3 weeks to receive it. I'm so over it at this point.....

[barryc000]

Hope someone brings this to the attention of some attorney and they file a class action lawsuit. If nothing else. They charged us $40 to file and another $40 to take the filing fee out of our tax return. If we have to wait or amend or whatever they shouldn't be allowed to make money off of bad business. They should actually have to pay damages. I'm not even kidding. 

[slwin]

You should be able to amend now (sorry I just noticed your message is from Feb).

TurboTax definitely skipped this verification and had the nerve to send me an email about paying for their processing/service fees. I originally filed 2/4 but then called IRS on 3/12- I still do not have my refund. Anyway, when I was told by the IRS that the 8962 and 1095-A were missing I went to check Healthcare(dot)gov and they also had a corrected 1095-A waiting (2/10- after I already filed!). Even when I did the amend via TurboTax you will need to print out and send the 1095-A and filled out 8962 to the IRS:

+ You can wait for the letter from the IRS which will give you a batch number and other credentials that will help them find your info, and mail it all back, or

+ You can Mail the IRS at Internal Revenue Service before you get the letter in the mail, and don't mail another one out when you get the actual mail from IRS... but you need to call for the correct address for YOU personally; [phone number removed], extension 568, or

+ You can Fax the IRS, but you need to call [phone number removed], extension 568 for the correct fax number for the correct location for YOU personally. With the fax I also attached the amended page 2 of my 1040, and a cover letter. The cover letter requires Name, Social Security Number and Date of Birth. I also added an explanation of why I was amending and that I did not formally receive a letter.

EDIT*** Phone numbers removed: so Google "Reconciling Your Advance Payments of the Premium Tax Credit" and head to the IRS site. Under the "You May Want To" Subject header in the article is the number you want to call.

There are 5 IRS locations to handle these requests, so please get the right info to send your forms to.

The IRS agent said it can still take up to 6 more weeks...

Good luck!! I'm still waiting.

& next, I'm trying to get a hold of a TurboTax rep to maybe push back that ridiculous $136 fee that they're trying to pull from my checking because, the fact they skipped verifying that these 2 forms were included, is not my fault that the refund is delayed and their dues aren't paid. 😛

[givemeabreak]

Yes!!! Mine accepted on 2/17 without that 1095a, Turbo Tax FAIL. Still waiting to get the letter from the IRS and it is almost 7 weeks later. At this rate, it will take until August or later to get my return. This did not have to happen...

[CatinaT1]

You can do this now, before you get a letter from the IRS. 

Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.

1.  Log into your return

1. Select that you want to add a state - this lets you into the program without the amend process starting.
2. In the top right corner, locate the Magnifying glass/search  
3. enter the exact words 1095a
4. Select the first entry Jump to 1095a
5. Fill in the 1095a information

1. Print and mail the 8962

The IRS may adjust your refund once they receive your form 8962.