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A Form 8962 is automatically generated after you have entered the Form 1095-A that you received for Marketplace Insurance in the Health Insurance section of the program. If you did not enter the Form 1095-A then there will not be a Form 8962 included with your tax return.
If you received a notice from the IRS concerning a Form 8962, follow this procedure -
Form 8962, Premium Tax Credit
Copy of your Form 1095-A, Health Insurance Marketplace Statement
A copy of the IRS letter that you received.
Only if the refund or owed amount has changed: Also include your Form 1040
Me too, I use Turbo Tax because I always trusted it to prompt me for things like form 1095-A but it didn't for me this year and I didn't even think about it, now I got a letter from IRS asking for these forms.
Problem is the form WASN’T automatically generated for every California filer qualifying for EITC this year. The question is WHY?
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