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Form 8962 I need form

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Form 8962 I need form

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Form 8962 I need form

You will need Form 1095-A to create the Form 8962. The Marketplace uses Form 1095-A to report certain information to the IRS about individuals who enrolled in a qualified health plan.

It’s important to remember the following:

  • Read the details of your IRS letter carefully and follow the instructions provided in it.
  • Only print and send the forms requested by the IRS in your letter.
  • You won’t be completing or sending a Form 1040X (amended tax return) to the IRS.

TurboTax Online Instructions

Follow these steps:

  1. Sign in to TurboTax with the same login you used when you filed your 2016 return.
  1. On the Welcome home screen, select Taxes.
  2. On the Tax Timeline, select Amend return.
  3. Select Amend using TurboTax Online.
  4. On the We'll help you change (amend) your return screen, select the Federal Taxes tab. (Don’t select Continue. You don’t want to start the amend process.)
  5. Select the Health Insurance tab.
  6. Answer the questions about your health insurance which includes entering your 1095-A.
  7. On the Do you need to change anything else screen select Done.
  8. Select My Account at the top of the screen and choose Print Center.
  9. Choose Print, save, or preview this year’s return.
  10. Select View or print.
  11. Select Form 8962 and either Form 1040 or 1040A and print them.
  12. Send the following to the IRS address or FAX number given in your IRS letter:
    1. Form 8962, Premium Tax Credit
    2. Copy of your Form 1095-A, Health Insurance Marketplace Statement
    3. A copy of the IRS letter that you received.

TurboTax CD/Download Instructions


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