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New Member
posted Jun 1, 2019 1:34:41 PM

How do I fill Form 8962 with turbo tax?

0 32 11744
24 Replies
Level 15
Jun 1, 2019 1:34:42 PM

IRS Form 8962 Premium Tax Credit is automatically generated by the TurboTax software after you have entered the Form 1095-A you received for Marketplace Insurance in the Health Insurance section of the program.
Did you receive a notice from the IRS requesting a Form 8962 for tax year 2018?

Not applicable
Jun 1, 2019 1:34:43 PM

if you don't have form 1095-A you may be able to download a copy from the marketplace website

New Member
Aug 24, 2019 5:42:01 PM

i got a letter from the irs wanting a 1095-A and a completed 8962 form . I have the 1095-a form now and need the 8962 form completed so I can copy and mail to the irs

Level 15
Aug 24, 2019 5:59:05 PM


@quil635  wrote:

i got a letter from the irs wanting a 1095-A and a completed 8962 form . I have the 1095-a form now and need the 8962 form completed so I can copy and mail to the irs


NOTE:  Before doing anything, you may wish to save a backup copy of the original PDF and tax data file of your return as originally filed, just in case something gets messed up in your online return.  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc. 

 

Did you get an 0012C letter from the IRS concerning an already-filed return?  Is it for 2018?

If it's for 2018, here's what to do about completing the Form 8962 in an already-filed return:

 

https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/00/27409

 

While it uses the amend process to prepare the 8962, you do not send the Form 1040X (amended reutrn) to the IRS.  Only mail/FAX what the IRS asked for and what is mentioned in that FAQ above.  If sending by mail, it's a good idea to use a method that has tracking, such as certified return receipt, priority mail, etc.

New Member
Feb 21, 2020 4:36:34 AM

Yes I did 

Level 15
Feb 21, 2020 4:53:36 AM


@Middletonkayla wrote:

Yes I did 


See this TurboTax support FAQ for the Form 8962 and Form 1095-A requested by the IRS for tax year 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

New Member
Feb 25, 2020 9:11:56 AM

I received a letter from IRS about my 8962 said was missing from my taxes

New Member
Feb 25, 2020 9:12:48 AM

mine is for 2019

Expert Alumni
Feb 25, 2020 9:31:09 AM

Please see the TurboTax Help article The IRS is requesting Form 8962 for 2019for guidance on entering your information.

New Member
Mar 30, 2020 8:34:10 AM

I received notice from the IRS to fill out form 8962 but im not sure where to get the information to fill in the form

 

 

Level 15
Mar 30, 2020 8:34:47 AM


@Kesha Grant wrote:

I received notice from the IRS to fill out form 8962 but im not sure where to get the information to fill in the form

 

 


See this TurboTax support FAQ for the Form 8962 and Form 1095-A requested by the IRS for tax year 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

New Member
Apr 1, 2020 8:03:27 AM

I received a request for 1095-A and 8962 from my 2019 return. I have the 1095A. I need to know where to find my 8962 form and why they want this information in the first place.

Level 15
Apr 1, 2020 8:06:52 AM


@mak4444 wrote:

I received a request for 1095-A and 8962 from my 2019 return. I have the 1095A. I need to know where to find my 8962 form and why they want this information in the first place.


Probably because the Form 1095-A was not entered on your 2019 tax return so the Form 8962 was not completed.

See this TurboTax support FAQ for the Form 8962 and the Form 1095-A as requested by the IRS for 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

New Member
Apr 8, 2020 12:51:37 PM

Yes

New Member
Apr 12, 2020 5:29:23 PM

Yes i received a letter from IRS asking for form 8962 for my 2019 taxes. How do i fill it? 

Level 15
Apr 12, 2020 5:31:48 PM


@Fitzc27 wrote:

Yes i received a letter from IRS asking for form 8962 for my 2019 taxes. How do i fill it? 


See this TurboTax support FAQ for the Form 8962 and the Form 1095-A as requested by the IRS for 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

New Member
Apr 14, 2020 7:37:47 PM

I received my 1095A form from market place would i be able to input information in order to populate form 8962 through turbotax?

Expert Alumni
Apr 14, 2020 8:42:51 PM

Yes, you will enter the form 1095-A information in the "Medical" section, and then "Affordable Care Act (form 1095-A)", under "Deductions and Credits" in TurboTax:

 

New Member
Jul 28, 2020 6:00:57 PM

irs request 1095 a wich i have now ( assume there just requsting mine, wife has insurance at work) a a form 8962

how do i log on to my turbo tax for 2019 and have it fill this form out using data on my taxes

Level 15
Jul 29, 2020 1:46:22 AM


@bd62 wrote:

irs request 1095 a wich i have now ( assume there just requsting mine, wife has insurance at work) a a form 8962

how do i log on to my turbo tax for 2019 and have it fill this form out using data on my taxes


See this TurboTax support FAQ for the Form 8962 and Form 1095-A as requested by the IRS for 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

Returning Member
Feb 8, 2021 3:26:12 PM

That didn't work for me.  I completed the 1095A information but the 1095A from the Marketplace did not include Column B.   I had to complete Column B based on the Marketplace site https://www.healthcare.gov/tax-tool/.  After I completed the 1095A information including the Column B information Form 8962 was not updated.  I think that this is a problem with Turbo Tax.  If anyone can help please let me know.  Thanks

Expert Alumni
Feb 9, 2021 12:41:44 PM

You can delete Form 8962 and then it will repopulate from the information your entered from your 1095-A.  

 

If you want to delete an individual form, please follow these instructions:

 

TurboTax Online

  1. While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).  
  2. In the Tools Center, under Other helpful links click on Delete a form.
  3. Click Delete next to the form you want to delete and follow the onscreen instructions. 
  4. Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

TurboTax CD/Download

 

 

@Pun Jab

  1. Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar
  2. In the Forms in My Return list on the left, click on the form you wish to open and delete.
  3. Click on the Delete Form box at the bottom of the screen.
  4. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.  

New Member
Mar 20, 2021 5:32:05 AM

Yes I received notice from irs to submit 8962. How can I do that 

Level 15
Mar 20, 2021 5:38:13 AM


@Tmcolon87 wrote:

Yes I received notice from irs to submit 8962. How can I do that 


See this TurboTax support FAQ for assistance - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409