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New Member

Why didn’t you ask me to file form 8962

3 Replies
Level 15

Why didn’t you ask me to file form 8962

A Form 8962 is automatically generated after you have entered the Form 1095-A that you received for Marketplace Insurance in the Health Insurance section of the program.  If you did not enter the Form 1095-A then there will not be a Form 8962 included with your tax return.

If you received a notice from the IRS concerning 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

New Member

Why didn’t you ask me to file form 8962

Me too, I use Turbo Tax because I always trusted it to prompt me for things like form 1095-A but it didn't for me this year and I didn't even think about it, now I got a letter from IRS asking for these forms.

New Member

Why didn’t you ask me to file form 8962

Problem is the form WASN’T automatically generated for every California filer qualifying for EITC this year. The question is WHY?

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