turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

gneill93
New Member

How do I report I received a 1095-A and 1095-B forms on a 8962 form as requested by the IRS? Will this affect my initial federal refund amount?

When completing my taxes I guess I did not fill out this portion correctly with my 1095-A, where I was covered 3/2024-12/2024 but there was no where for me to report I received a 1095-B where I was covered for 1/2024-2/2024. What if I received a 1095-A with different information compared to what the IRS received?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
NicolleR1
Employee Tax Expert

How do I report I received a 1095-A and 1095-B forms on a 8962 form as requested by the IRS? Will this affect my initial federal refund amount?

On the federal section of your return, you will only enter the 1095-A form. You won't input the 1095-B, since there's no place or requirement to enter it. You might need the 1095-B for your state if required. Most states will only ask if you had health insurance for the whole year. They won't ask for any more information. 

The 1095-B form is for informational purposes to indicate you had coverage for those months. 

The Market Place Health Insurance, which issues the 1095-A, will send a copy of that form to the IRS. If for some reason the information that they send to you is different than what they send to the IRS, the IRS will contact you via letter to request additional information.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question