Follow these steps exactly:
1. Sign
In to Turbo Tax
2.
Click Tax Home, in the upper
left. Scroll down to Your Returns and Documents
a.
If you do not see options under that heading, look to
the right and click on Show
3. Make
sure the correct year is underlined in blue
4. Select Amend
(change) return and then Amend Using Turbo Tax Online
5. Do
not click continue on the “We’ll help you change (amend) your return”
screen. Simply go to the left menu and
6. Click
on the Federal and then the Health Insurance, at
the top
7.
Answer the questions about your health coverage
8. Select Yes, "Was
anyone enrolled in any of these less common plans in 2018?" to enter
your 1095-A form and generate an 8962 form.
9. On
the That’s all we need on your 2018 coverage screen,
10. Click Done
with Health
11. Select Tax
Tools, on the left menu
12. Select Print
Center
13. Print,
save, or preview this year’s return and click in the box to
select federal returns
14. Click
on View or Print Forms to print the forms you need
15. You can view
the forms from here and select just to print the pages with
16. Form 8962 and
the Form 1040 (if needed)
a. Or you
can select forms filed with the government plus all worksheets
17. Then, in
the upper left corner of the pdf window, click on the download arrow and
simply print those specific pages from your downloaded pdf or select
the printer icon to print directly from this pdf window.
Mail the following to the
IRS address on your IRS letter (or fax number)
·
Form
8962, Premium Tax Credit
·
Copy of your Form
1095-A, Health Insurance Marketplace Statement
·
A copy
of the IRS letter that you received
·
(If your letter asks for it) Form
1040 – make sure to sign and date Page 1 of the Form
1040
