I had Marketplace Insurance for 7 months and Medicaid for the rest of this year. I have gotten forums 8962 & 1095, how do i indicate to them i had coverage all year long?

[b2017tax]

i'm going to to my local IRS office tomorrow or Friday to clear this up with them, so i'd like any information as possible. Because i don't want to take a fine that i don't need to get.

[TeresaM]

If you are going to the IRS office, your forms 1095-A and any 1095-B or 1095-C should be perfect to demonstrate your coverage.  To enter the information into TurboTax, please follow the directions below.

TurboTax will not need specifics for the 1095-C from Medicaid for your return, as it does for the 1095-A form.  The directions below will guide you through that area although you should click on the months the 1095-C plan covered, for the person it covered, but you will not need to enter the details for that form. Medicaid shares the information directly with the IRS, so those coverage details do not need to be entered in your return.

• Click on the Federal Taxes tab and select Health Insurance
• When asked if you had health insurance in 2016, select either all year or you will pick what months (all months on all plans total), and Continue.
• When asked about being enrolled in any of these less common plans in 2016, select Yes if anyone was enrolled for any months.
• On the What type of plan were you enrolled in? screen, select the option that generated the 1095-A, and then Continue.
• Follow the prompts to enter your 1095-A for the months on the form.  Leave any other months blank and Turbo Tax will know it does not need any forms for that time.  Your return will not need entry for any time covered by an employer's plan or by Medicaid. It does not need entry of 1095-B or Cs.  It only needs specific information from the 1094-A form.

Note:  If most of the lines across are the same, you can use the blue copy previous month button to enter it again.

[b2017tax]

I did not use Turbotax, but on my 1095-A it does show the 7 months i paid, but it does not show my Medicaid for the other 5 months of the year. How would i show that on the forum?

[TeresaM]

The 8962 form is to calculate the Premium Tax Credit and only looks at numbers from the 1095-A forms.  The other form in the health insurance area, 8965, looks at what months you were covered with all polices and if there is a penalty for non-coverage.  The information from 1095-B and 1095-C are already reported to the IRS, and they are not used to calculate the numbers on Form 8962, so you will not need to worry about them there.

[b2017tax]

I'm sorry to bother again, but i read that on Healthcare.gov that ""If you had other coverage, like Medicare, Medicaid, or the Children's Health Insurance Program (CHIP): Use Form 1095-B, Health Coverage. If you don’t get the form by the first week in April, don’t worry. Some insurance providers don’t provide the form to their customers, but do send a copy to the IRS. You don’t need to have one to file your taxes.""   Could that be my situation that Medicaid just send the forum to the IRS?

[TeresaM]

You won't need to enter any details from any coverage other than the Marketplace 1095-A.  For all other coverage, you will just need to click on the months they were covered.  That information will not be used for the Premium Tax Credit calculations, so you don't need particulars from them. Medicaid shares information with the IRS, so they should be able to confirm that information.