Form 1095-A / Form 8962

[GingerE]

I would like to let the e-filers know that are under the ACA Covered California Insurance that when you originally get to the Medical section comes up that asked if you had insurance and if you were on the Covered California program. Turbo Tax informs you that they don't need your 1095-A information. NOT TRUE!!!! My Federal and State (Because the Federal was rejected) Filings were both rejected because I didn't submit the 8962 Form. Turns out that you need to fill out the 8962 form with the information that is listed on your 1095-A Form and resubmit your filings. Turns out I didn't need the 8962 form after all. When I went back on and followed Turbo Tax's instructions it then asked me for the State (California) and the last 15 numbers from the 1095-A form I got from Covered California. It then asked me for the #A, #B and #C totals. I went through the transmittal again. My Question is WHY DIDN"T TURBO TAX ASK THIS INSTEAD OF STATING IT WAN"T NEEDED?????

[BillM223]

Could you give us a screenshot of the TurboTax screen that says "they don't need your 1095-A information"? 

If you can't do a screenshot, can you give us the following:

1. Are you using the Online, desktop (Win), or desktop (Mac) versions of TurboTax (or even the mobile app)?

2. What is the title of the screen wherein this statement about not needing the 1095-A appears?

3. What exactly did the screen say to imply that you did not need to enter the 1095-A information?

[GingerE]

[GingerE]

I used the Turbo Tax Deluxe for Windows Desktop. I came across the attached description while I was answering if I had medical insurance and if  I was enrolled in a list of different insurances. I picked Covered California. And then the attached popped up. I printed it because I knew the 1095-A form was going to be needed..

[DaveF1006]

 To clarify, which TurboTax version are you using? Are you using the web-based online version or the software version downloaded to your desktop?

@GingerE 

[GingerE]

As I’ve stated before. I purchased the Turbo Tax Deluxe for Desktop Windows (software) version which I purchased through Costco’s portal.