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Level 5
April 12, 2025
Question

Generating 8962 and Submitting Electronically

  • April 12, 2025
  • 17 replies
  • 91 views

My return was at first rejected because I did not include form 8962 and did not check the box in TurboTax that I did not receive a 1095-A.  I then went back into the tool and checked the box that I DID NOT receive a 1095-A (true) but mistakenly checked that I did not receive healthcare through the Market Place (I did receive).  

 

There is a mistake here, how do I fix it?  Do I send in an 8962 by hand?  An amended 1040?  Any help is greatly appreciated.

    17 replies

    MaryK4
    Level 15
    April 12, 2025

    Because your return was rejected, you can go back to the return and add the 1095-A which will produce the 8962 then you can e-file.  See Where do I enter my 1095-A? - TurboTax Support - Intuit

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    freddytaxAuthor
    Level 5
    April 12, 2025

    Unfortunately, I goofed and said that I did not receive ACA so the second time around the return was accepted.  I need to fix the fact that I do need to submit an 8962.  Can I simply do this by hand?

    Alumni - Expert
    April 12, 2025

    Please see the last section titled what if I filed my taxes without Form 8962 for steps to take since your return has already been filed and accepted. You should receive a 12C letter from the IRS that will request the missing form and any additional corrected forms.

     

     

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