I need to complete form 8962. The IRS sent me a letter requesting this information. My tax guy said that I can go into turbo tax and pull up 8962, where do I find this?

[DoninGA]

When you printed and mailed the 2021 tax return were you using the TurboTax online editions or the TurboTax desktop editions installed on a personal computer?  The 2021 tax return could only be printed and mailed using the TurboTax online editions before the end of October 2022.

[DoninGA]

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

[jlsosin]

yes. it was after Oct. so it's stored on my computer. I used the download edition I'm pretty sure.

I can pull up a pdf of my taxes, but I'm still missing the form 8962. There's a form that looks similar, the 3849, but obviously that is not what they are asking for! ugh, ack! 

[DoninGA]

Ok...Since you used the 2021 desktop editions, then all you need to do is start the 2021 program on your computer.  Continue the 2021 tax return that you filed then follow the instructions in the Support FAQ for the Form 8962 either Windows or Mac - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/got-12c-letter-irs-form-8962/L...

[jlsosin]

ok, so I opened the desktop form and clicked on continue return. Then I searched for 1095-a, 

it tells me to click on search and enter 1095-a and click on jump to 1095-a but that is what I did and all it does is give me instructions. How do I actually "jump" to 1095-a? 

[DoninGA]

To enter your Form 1095-A -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Deductions and Credits
• Click on I'll choose what I work on (if shown)
• Scroll down to Medical
• On Affordable Care Act (Form 1095-A), click the start or update button

[jlsosin]

ok, so I figured it out and entered all the info from the 1095-a.

But how do I get form 8962?

When I search for 8962, it takes me back to 1095-a, which I already filled out. 

[DoninGA]

1. When you return to the Your 2022 Deductions & Credits screen, select File (top left of screen) and choose Print
2. Select Specific Forms
3. Select the checkbox for Form 8962 Premium Tax Credit and print it
4. If your refund or balance due has changed, print Form 1040: Individual Tax Return too
   1. You can check if your refund changed by comparing line 35a on your original 1040 and the one you just printed. If you had a balance due, check line 37
5. Send the following to the IRS address or fax number given in 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. Only if the refund or owed amount has changed: also include page 2 of your 1040

[jlsosin]

Wow, that was a process! 

Thank you very much for your help! 

[jlsosin]

What address do I send to?

[DoninGA]

On the IRS letter 12c you received the address on where to mail is at the top of the letter.

[jlsosin]

 ok. Do I send a check with the letter and forms. ??

I now owe money instead of refund. 

[DoninGA]

You can send a check or wait for the IRS to send you a bill for the taxes owed.