Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 1:31:41 PM

Hi I need help filling out a form 8962 please

very confusing form that I would love some help with.

Thanks

0 1 345
1 Replies
New Member
Jun 4, 2019 1:31:43 PM

Form 8962 is created by entering your Form 1095-A (received from your Marketplace) in TurboTax.

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. Click Amend using TurboTax Online.
  4. On the We'll help you change (amend) your return screen, select the Federal Taxes tab. (Don’t click 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 click 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. Click 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.
More info on this FAQ:
https://ttlc.intuit.com/replies/5824742