8962

Forum|Forum|2 years ago
January 6, 2024
1 reply
3 views

Need to fill out form 8962 on line 2 a it's asking for AGI from 1040 etc. We don't have 1040's, the only thing we have is SSA-1099. So how do I get our AGI? Thank you

DoninGA

Level 15

A Form 8962, Premium Tax Credit is only completed if you have healthcare coverage from one of the State Marketplace Exchanges or from healthcare.gov and you received a Form 1095-A for the coverage.

If you did receive a Form 1095-A you enter the form in the TurboTax program and the software completes the Form 8962 for you.

To enter your Form 1095-A -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Medical
On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

If you did not receive a Form 1095-A and mistakenly said that you did then you need to delete that form.

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Justme87Author

Level 2

Thank you, I do have a 1095-A and input that, I was just surprised that I would owe. It seems backwards to me when I look at the numbers, seems to me as if I overpaid, not underpaid. Oh well, I"m sure turbo tax is right lol Thank you