I need help filling out the 8962 form given the 1095-A. The instructions provided by TurboTax don't match what is shown by the process.

[Carl]

First, did you get a letter from the IRS requesting you mail or fax them form 8962 and the 1095-A? If yes, were you covered in 2018 on a marketshare plan that was purchased by a taxpayer that is not listed on your tax return? Also confirm that the letter you got did *NOT* specifically and explicitly tell you to file an amended return. (It is rare for the IRS to ask you for an amended return.)

[DoninGA · Accepted solution]

Assuming that you received a letter from the IRS requesting a Form 8962, follow this procedure -

1. Sign into your account with the same login you used when you filed your 2018 return.
2. When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.   See Screenshot
3. This will take you back to the 2018 online tax return.
4. Select the Federal tab
5. Select the Health Insurance tab.
6. Answer the questions about your health insurance which includes entering your 1095-A.
7. Select Tax Tools (found on the left panel), then select Print Center below it.
8. Choose Print, save, or preview this year’s return.
9. Select View or print.
10. Select Form 8962 and Form 1040 and print them.
11. Send the following to the IRS address or FAX number given in your IRS letter:

Form 8962, Premium Tax Credit

Copy of your Form 1095-A, Health Insurance Marketplace Statement

A copy of the IRS letter that you received.

Only if the refund or owed amount has changed: Also include your Form 1040