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jrlevy1
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Need help filling out a 8962 form

 
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Need help filling out a 8962 form

Did you get an IRS letter requesting that form ?  If so see below ... if you haven't filed yet then use the instructions below the enter the 1095-A which produces the form 8962.

The  IRS is holding up refunds until the taxpayers comply by sending the required forms that were not sent with the original return per the IRS regulations.  In the past they would have processed the return and sent the letter later but not anymore.

Log back into your return by clicking on “Visit My Tax Timeline”

>>> click on "add a state" to open the tax file

>>> click on the Health Insurance tab to enter the 1095-A information and complete the 8962 questions

 

• Under the Personal tab, select the Health Insurance section of TurboTax.

• When asked, Did you have health insurance coverage in 2015?, select that you had health insurance coverage and Continue.

• When asked, Was anyone enrolled in a plan from a Marketplace?, select Yes.

• When asked, What type of plan were you enrolled in?, select Obamacare plan (1095-A), and then Continue.

• Follow the prompts to enter the 1095-A.

 

>>> click on the Review tab and fix any errors if needed

>>> click on My Account > Print center > save a fresh PDF of the return

>>> print off the form 1040 & 8962

>>> send the SIGNED page 2 of the form 1040, the 1095-A & the 8962 as directed in the letter on page 2

 

 


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