I already filed my turbo tax and received an email - processing accepted. I called to find out where my refund was and found out that when Turbo tax went thru the filed with me, they did not get to Form 8962 premium tax credit and now I have to complete the form and fax a copy of the form and the form 1095-A. Do I need to do an updated tax form and will this also need to be done for the Vermont filing? Or if sending via fax the info to irs, will they then notify Vermont? I feel this is an error on Turbo tax since they should have transferred my info from last year and asked the appropriate questions throughout. What is my next step?
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I apologize for your frustration. But we can help you get those forms you need so you can send them to the IRS as instructed on your notice.
You can follow the instructions in the following help article to create Form 8962 in TurboTax and submit with your Form 1095-A.
How to generate Form 8962 to submit to the IRS as requested
You do not need to amend your return.
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