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Level 1
June 28, 2019
Question

Forms 8962

  • June 28, 2019
  • 2 replies
  • 4 views
Need a copy of this form 8962

    2 replies

    DoninGA
    Level 15
    Level 15
    June 29, 2019

    If you received a notice from the IRS for a Form 8962 then the form was not sent with the 2018 tax return.

    Use this procedure for a Form 8962 as requested by the IRS for tax year 2018 -

     

    1. Sign into your account with the same login you used when you filed your 2018 return.
    2. When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.   

       

    3. This will take you back to the 2018 online tax return.
    4. Select the Federal tab
    5. Select the Health Insurance tab.
    6. Answer the questions about your health insurance which includes entering your 1095-A.
    7. Select Tax Tools (found on the left panel), then select Print Center below it.
    8. Choose Print, save, or preview this year’s return.
    9. Select View or print.
    10. Select Form 8962 and Form 1040 and print them.
    11. Send the following to the IRS address or FAX number given in your IRS letter:
    • Form 8962, Premium Tax Credit
    • Copy of your Form 1095-A, Health Insurance Marketplace Statement
    • A copy of the IRS letter that you received.

    Only if the refund or owed amount has changed: Also include your Form 1040

    Level 2
    February 18, 2020

    yes

    need copy of 8962

    Level 2
    February 18, 2020

    Got it !

    Thanks