Extension, 1095-B, and a possible refund

[deanmtaxfreec]

Dear Turbo Tax Specialist:

My 2024 Tax Return has come back a couple times already. I have asked for information through your Chat/Help side and have only received never ending loops to pages instead of answers.

1. I asked when will I receive a payment schedule for my tax return.

2. It came back, twice, needing information from my 1095-A, but I used Medicaid for the entire year. it does not let me select 19095-B on your site.

3.  I've asked for an extension, due to not having the all the correct forms available. and your APP has not been any help in getting this information through.

4. Now I have asked for a refund since your company, website app, resources are not productive in any way. Leaving me without answers before the April 15th deadline.

Your response is appreciated.

Dean M. McCabe

[JohnB5677]

Let's see if we can help

• What do you mean by payment schedule?
  • If you owe money to the IRS
  • You can log into the IRS Payment Options Website
  •  
• You can clear the 1095-A information

To clear a 1095-A in TurboTax, you can follow these steps

1. Select Tax Tools
2. On the drop-down select Tools
3. There will be 4 green boxes
4. Select Topics Search
5. Type 1095-A
6. The question will come up Did you receive Form 1095-A for your health insurance plan?
7. Answer Yes
8. Continue to the form
9. Delete it using the trash can
10.  
11. Repeat the process
12. When you get to Did you receive Form 1095-A for your health insurance plan?
13. Answer No 

If you need more time, you can file for an extension with TurboTax.

• Remember, an extension gives you more time to prepare your taxes, but it does NOT extend the time to pay your taxes.
• If you have an indication that you will owe taxes, you should make the payment to avoid additional interest and penalties

This will give you until 15 October 2025 to file your taxes.

• You can also file a Free federal tax extension here
• You may have to do your state extension
• Do I need to file an extension for my personal state taxes?  

If you owe taxes, you must pay by April 15th.

To file for extension in the TurboTax program

1. On the menu bar on the left that shows.
2. Select Tax Tools
3. On the drop-down select Tools
4. There will be 4 green boxes
5. Select Tax Topics
6. Type Extension
7. You can start the extension process

[deanmtaxfreec]

The reason why my taxes were rejected in the first place is that you, TT, never asked for it and when you did you only asked for part of the information. I had 2 sources for health insurance, the other was using a 1095-B Form. You have no information on using a 1095-B Form, or for what you have, I could not access it on all the attempts to complete the return from 4/13/25 to 4/15/25. Please fix your receiving documents to accept all 1095 Forms, Please!

Sinc,

DMMc

[xmasbaby0]

@deanmtaxfreec TurboTax does not ask for 1095B or 1095C because neither one of them is supposed to be entered.  Those are informational and do not go on a tax return.   ONLY a 1095A is entered---a 1095A is the document issued if you had health insurance from healthcare.gov  ---aka "Obamacare" or "Affordable Care Act" insurance from the marketplace.    That one must be entered in order to reconcile the premium tax credit that was based on the expected income of the person who had the insurance.   When it asked if you had a 1095A you should say NO and just move on.   There is a good suggestion  above already  from @JohnB5677  for you to fix the mistake you made with the health insurance form.

TurboTax will not issue a refund to you if you already e-filed and your return was rejected.   You can fix the return and re-file it or you can print, sign and mail it instead.  Your online TurboTax fee is the same whether you e-file or mail the return in an envelope.

You mentioned wanting a payment schedule----do you need to set up a plan to pay federal or state tax due?

WHAT IF I CANNOT PAY MY TAX DUE?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-payments/pay-taxes/L8aQBCpPO_US_en_U...