Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

[IreneS]

Yes - TurboTax can prepare Form 8962 - Premium Tax Credit (PTC) for you. 

Enter the 1095-A form you received into your return.  TurboTax will calculate Form 8962 for you.  To do this, please follow these steps:

1. In the Search box at the top right of your screen, type 1095-a and click the magnifying glass.
2. In the search results, you will see Jump to 1095-a.  Click this link--it will take you to the entry screen for the form.

[Edited | 3/9/2020 1:50pm PDT]

[mgo720]

This doesn't work

[juliebrickell]

This doesn't work and Intuit doesn't respond to correct things.  Worst customer service!

[323hussain]

Doesn’t work gives out a completely empty 8962

[angfdz91]

I got asked for the same form & amended my taxes but I cannot find the 8962 form at all other than on the IRS website.

[shoalani]

this doesn't work.  Need instructions that are relevant.  Not crap you think might work

[VolvoGirl]

Will this help?  If you already filed and the IRS is requesting it

https://ttlc.intuit.com/replies/6765257

[dhwari]

No since the Form 8962 isn't showing up in the PDF from the Print Center...

[Mzdawsey]

So how would I go about having turbotax complete the 8962 form

[CatinaT1]

Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.

1.  Log into your return

1. Select that you want to add a state - this lets you into the program without the amend process starting.
2. In the top right corner, locate the Magnifying glass/search  
3. enter the exact words 1095a
4. Select the first entry Jump to 1095a
5. Fill in the 1095a information

1. Print and mail the 8962

The IRS may adjust your refund once they receive your form 8962. 

[Lacr1]

I followed the instructions like you listed but can't seem to figure out how to print the 8962 form completed. 

[JamesG1]

The instructions above did not permit you to enter the 1095-A?

Or you are  having trouble printing the paperwork?

After you have completed the 1095-A entry and IRS form 8962, follow these directions:

• Down the left side of the screen, click on Tax Tools.
• Click on Print Center.
• Click on Print, save or preview this year's return.

[gwenaellp]

Turbo tax software says that on or after the 20th of February there will be an update , my return was rejected because of 8962 missing . How can Intuit forget to include that in the software which is mandatory from the IRS to calculate the right deductions ?

I have entered everything the same as last year and this is the first time I am having this issue and no one at turbotax seems to have a clear answer as to what exactly will happen . 

In Turbotax it says that I will be able to refile for free after making the corrections and other tax experts from turbotax are saying that it will have to be printed and send by fax to the IRS .

I didn't receive a letter from the IRS it was an email from Turbotax 

[VictoriaD75]

Form 8962 is available for filing.

The Individual Shared Responsibility Payment, this has been reduced to $0 for 2019. In the past, Form 8965 was required if you did not have healthcare coverage, but the form is no longer needed on your return. If you did not have healthcare coverage in 2019, you no longer need to report that or list an exemption on the healthcare requirement.

However, if you purchased insurance through the marketplace and received a 1095-A, that must still be reported on your return.This will calculate the Net Premium Tax Credit on Form 8962. This form reconciles the amount of the credit available to you with the amount already received as an Advance Premium Tax Credit. The result could be additional credit owed to you, or you may have to repay any amount already received in advance. Because of either of these results, it is important for taxpayers to include the information from Form 1095-A on their return.

Follow these steps:

• Click on Deductions & Credits under Federal
• Under the menu for Medical, click Start/Revisit next to Affordable Care Act (Form 1095-A)
• Answer Yes indicating that you have the form to enter
• Complete the information on the next screen to match your form and click continue