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mpmonster
New Member

8962 not generating claiming 0%

My wife and I are filing married but separate.  We have a 1095A that is in my name but was used to give my wife and 2 kids MarketPlace Insurance. I did not receive any benefits but again, the 1095A was in my name and is on the form.

 

My wife claimed 100% allocations for her and the kids and I claimed 0%. She included the 1095A and TurboTax generated the 8962 Form, filed and her return was accepted. I included the 1095A on my taxes but I am now getting a rejection code F8962-070 because Turbo Tax is not generating a 8962 Form for me. 

 

Should I delete the 1095A from my return or is there something else I should do?

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3 Replies
DawnC
Employee Tax Expert

8962 not generating claiming 0%

You can try it and see - it can't hurt anything.   Maybe leave $1 in one of the months, or you could try to certify that you don't have one to get it to e-file, see about that option in the FAQ below.   If she already claimed it all, it should not be an issue, so I would try all options to e-file before filing my mail.   

 

How do I fix F8962-070?   🤞

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mpmonster
New Member

8962 not generating claiming 0%

I tried using the link but it only shows how to add a 1095A (which I already did). The issue is that TurboTax is not auto generating the 8692 even with all other info inputted. I tried the $1 trick and it said I owed funds and it would that it would not match my wife's as the amounts need to match to avoid any issues with the IRS. 

 

Going to try removing the 1095A and see if that works..

DawnC
Employee Tax Expert

8962 not generating claiming 0%

Yes, try deleting it and see if you can get it to accept the return.   The link I posted above has the certification instructions as well as how to enter the 1095-A.    Also, when you entered the first time, did you indicate that you shared the policy and enter the 100 and 0 percentages there?  

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