If you have
received a letter from the IRS asking for form 8962, form 1095-A, and a recalculated form 1040, page
2, please check which tax year the letter references. If your letter does not specifically ask for a recalculated page 2 of your 1040, you may disregard that part of the directions. You will only need to provide what the IRS has requested in their letter.
Because you purchased your health insurance
through Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit
(PTC) should have been included in your return. It’s used to calculate the
amount of your Premium Tax Credit and reconcile any advance payments you
received to help pay your health insurance premium.
We’ll help you complete this form with Turbo Tax and you
do not have to submit an amendment, just print off and return the forms the
letter specified. If the letter is
for tax year 2016, follow the directions below. If the letter is for tax
year 2015 or 2014, please click on the link at the bottom.
- Sign into Turbo Tax
- Click My
Turbo Tax in the upper left. This will take you to My Tax Timeline
- Scroll to
the bottom for Some things you can do
- Select Amend
(change) return and then Amend Using Turbo Tax
-
Don't
click to Continue into the Amend section, simply go
to the top and
- Click on
the Federal Taxes tab and then the Health Insurance tab
- Answer the
questions about your health coverage
- Select Yes, "Was anyone enrolled in any of these less common plans in 2016?" to enter your 1095-A and generate an 8962 form.
- On the That’s
all we need on your 2016 coverage screen,
- Click Done
with Health
- Select My
Account at the top, in the blue
- Select Print
Center
-
Print,
save, or preview this year’s return
- Click
on Print to print the forms you need
- You can view
the forms from here and select just to print the pages with
-
Form
8962 and either Form 1040
or 1040A
-
Or you can select forms filed with the government plus all
worksheets
- Then Save
to my computer and simply print those specific pages from the pdf
-
Mail the following to the IRS address on your IRS letter:
1.
Form 8962, Premium
Tax Credit
2.
Copy of your Form
1095-A, Health Insurance Marketplace Statement
3.
A copy of the IRS
letter that you received.
4. (If you letter asks for it) Form 1040 or 1040A
–
make sure to sign and date Page 2 of the Form 1040 or 1040A
