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Returning Member
posted Mar 14, 2024 3:24:56 PM

1095A to 8962

My 1095A and 1040SR  for 2022 and 2023 had approximately same numbers.  However, I was able to have PTC refund to me for 2023.  Form 8962 for 2022 show blank for Part II for all columns.  I really don't know what I did differently for those two years.  I spent all day compare the information for 2022 & 2023 without any luck.  Can anyone help me?

0 4 740
4 Replies
Expert Alumni
Mar 14, 2024 4:25:28 PM

Since we can't see your tax return in this forum, you did the best thing you could do by comparing last year's and this year's 1095-A's and Form 8962's.

 

TurboTax prepares the 8962 for you, based on your 1095-A entries, so if you entered your 1095-A as it was issued to you each year, you did what you were supposed to do.

 

Obviously, there could be a mistake on your 1095-A, but you would need to contact the Marketplace to inquire about that.  If your 2022 1095-A looks a lot different than your 2023 one, that's a possibility.

 

Or, if your income changed, that could also be a factor.

 

Here's more info on How is the Premium Tax Credit Calculated.

 

 

Level 15
Mar 14, 2024 10:06:23 PM

what's on line 5 of the 8962 for 2022

 

generally, the numbers on the 2022 1095-A should match the numbers on the 2022 8962 included with your 2022 return.  

Returning Member
Mar 15, 2024 10:54:15 AM

my line 5 for both 2022 and 2023 were  all -0- for form 8962. However, line 12-23 for 2023 have the same numbers as 1095A, but blank completely for 2022 form 8962.  I went to amend 2022 to edit/or view my medical sections.  1040-X Column A and B show very strange numbers for Line 1, 2 and 6 which I can't identify those numbers.  I think something is wrong with the software.  Thank you for your help.

Returning Member
Mar 16, 2024 9:58:27 AM

Can I pay Turbotax to take a look for me?  My 1095A for both years are almost the same. but 8962 for 2023 has all the all the information from 1095-A.  But 8962 for 2022 show all blank.  My income were almost the same for both years.