Follow the instructions below to first delete the blank 1095A/8962 forms and then select "NO" for receiving a 1095A.
- When revisiting the section the default answer is still set to "Yes," but the 8962 and 1095A are not part of the return.
- If you select "Yes" you will be prompted to enter the 1095A information and you cannot continue leaving the full form blank as an error will be presented.
- Now you will not be prompted with the "Yes/No" question to receiving the 1095A and will see your entry with options to edit/delete the entry.
- Delete the 1095A entry and both the 1095A and 8962 are removed from the return.
- If you revisit the section again default will be "Yes," but the forms are removed
- Now, select No. You should be able to e-file your return now
It does revert to "yes" if you revisit that section. Once you have gone through the steps above, please do not go back to that section and the answer will remain as "No".
You can also go to "Delete a form" to verify there is no form 8962 or 1095A showing. It should not be there. If it is, then delete the form:
- In the left menu, select "Tax Tools" and then "Tools".
- In the pop-up window Tool Center, select "Delete a form".
- Select "Delete" next to the form/schedule/worksheet in the list and follow the instructions
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