Form 8962 Premium Tax Credit is required when someone on your tax return had health insurance in 2019 through Healthcare.gov (or a state marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. We'll help you create (or correct) the form in TurboTax.
First, make sure you have a clean copy of your original tax return for your records. If you haven't already saved one, sign in to TurboTax Online and go to Tax Home or go to the Print Center in TurboTax CD/Download to print or save a PDF copy. If you're using TurboTax CD/Download, you may want to create a separate copy of your .tax2019 file by going to File and selecting Save As.
Next, find your Form 1095-A. This won't be in TurboTax. You should have received a paper form in the mail from your marketplace. If you didn't receive a Form 1095-A, sign in to your Healthcare.gov account to download a copy.
Select your first name to access your profile and look under Messages to find the notice that you have a Form 1095-A. (The instructions might be different if you used a state marketplace to get your coverage.) Once you've got it, follow the instructions below for your version of TurboTax.
When you're done in TurboTax, you'll need to print out Form 8962 and mail or fax it to the IRS, along with any other items requested in their letter (IRS Letter 12C).
If there's a change to your refund amount or the amount you owe, you'll need to print and send page 2 of your 1040.
Remember:
- Respond promptly.
- If you disagree with the IRS, respond with an explanation—and with the item(s) they're requesting.
- You don't need to complete or send a Form 1040X (amended tax return) to the IRS.
- Send page 2 of your 1040 only if the refund or owed amount has changed.
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