My return has been rejected because I haven't included a 1095 a form. I didn't have insurance through the marketplace in 2021. I had insurance through work. What to do

[ernestojo]

Based on my experience and what I have read and I have discussed with Turbo Tax reps you need to enter the 1095-A from your dependent. The program it's terribly designed as it does not say for whom the 1095-A is required, it just defaults to YES and then your return is rejected. No Turbo Tax rep that I have shared my screen with knows why this is happening. They're all really nice but end up saying I need to call marketplace like you did, only to find out I do not need a 1095-A. Horrible Software stopping people from filing their taxes. I wanted to start a clean return and enter everything again but I cannot because I already paid the fee. Like WTF!

[DawnC]

Try Vanessa A's workaround.    You can try to enter $1 for the 1095-A.   This will not affect anything on your return, but having the form there may get the IRS to accept your return.  To do this take the following steps:

1. Verify you do not have a 1095-A at healthcare.gov
2. Search for 1095-A, use the Jump to 1095-A link.
3. Click Update or Edit next to the ACA
4. You will be asked if you received a 1095-A, click YES.
5. Enter all zeros for the Marketplace identifier and Policy number.
6. Enter $1 for January's monthly premium amount and SLCSP.
7. Resubmit your return. 

That should get your return filed.  

@ernestojo

[Mila]

still have this problem

[Mila]

I spoke to TT today and yesterday. They recommended to mail income tax. This is their best advice. 

[Mila]

it is actually works. The total refund or payment did not changed and income tax accepted.

[Mzu]

I tried everything I entered yes on the 1095A form with all that was recommended but during review it wants tome to give more information why can't they get this right it needs statement to say do not have 1095A no marketplace coverage for year ending 2021,, now what?

[Mzu]

this didnt work the review says need correcting why cant this be fixed it needs a way to upload a statement saying no 1095A available did not have health insurance thru the market place in year ending 2021 this has been checked and verified 

[TeresaM]

If you have e-filed your return and gotten an IRS rejection code F8962-070, it  could be because there is a partial entry in your return or because they have information from Healthcare.gov about Marketplace insurance and are looking for a 1095-A on your return to match their records. This might be because you or someone on your return began an application for insurance but did not actually enroll or for some reason Healthcare.gov erroneously has something connected to a social security number on your return. Forms 1095-B and 1095-C do not need to be filed and should be kept with your tax records. Please do not enter their information into TurboTax.

When our interview section Affordable Care Act (Form 1095-A) for the Marketplace insurance reaches the screen Did you receive Form 1095-A for your health insurance plan? it will default to "Yes".  If you select "No" and Continue, it will not generate any Form 8962 information into your return. If you come back, it will default to "Yes" again, but it remained the "No" you selected until the time you came back into the area. This is as it should be.

To be sure there is not a partially completed form in TurboTax, please check here to delete the form from your return. This will delete both the form and the entries. 

• To Delete a Form go black menu bar on the left
• Click on Tax Tools
• Click on Tools
• Under Other helpful links, click on Delete a Form
• Scroll down and check for 1095-A or 8962 and if there is one, click on Delete
• Click on the blue Delete Selected Form
• At the bottom Continue
• At the bottom Continue with my Return

If you have already checked online at Healthcare.gov for 1095-A information and do not find what you need, you may wish to call them and see if there is any reason they would have told the IRS to expect a Form 1095-A.  You may reach them at:

1-800-318-2596

(TTY: 1-855-889-4325)

Available 24 hours a day, 7 days a week (except holidays)

Once you have resolved the Healthcare.gov information, the IRS should accept your e-file. In the past, they would accept the e-file but then route the returns with Marketplace questions for special processing that caused significant delays. This way the issue can be addressed and your e-file should not be further delayed after it is accepted.

If you have a different rejection code, please post it here and we will investigate.

[Bradley90]

I'm having the exact same issue. I can't even erase and start over. May have to use another company such as tax act.

[Mila]

If you enter $1 to each line of form 1095-A you can submit you income tax. 

[AnnetteB6]

The reject error F8962-070 is an indication that someone shown on your tax return (taxpayer, spouse, or a dependent) is in the IRS database as having been covered by Marketplace insurance at some point during 2021, and Form 1095-A is required to be entered for that Marketplace insurance.

If you do not have or did not think you needed Form 1095-A, please contact your state's Marketplace insurance to confirm whether anyone in your household was covered.  Once you can confirm this, please come back and share that information here.

The following TurboTax help article will give you further steps you can take to try to resolve the issue.  It also contains links to use to contact the Marketplace to confirm coverage for members of your household.

How do I fix e-file reject F8962-070?

@Bradley90

[Nellz0701]

It is 2/22/2022 2205hrs ,jus wan say u were very informative really appreciate ur post after 12 rejections, read ur post u were great they need to give you sumthin for this fr fr no rep was able to help me on the phone nor chat etc thank u 4 ur input seriously  was about 2 throw my laptop thank you🙏🥰🥰🥰👌👍👍👍💯

[wilsonvic3]

I am having the same issue. Is this a bug in Turbotax? Did you ever figure out how to get around this?

[Nellz0701]

As i stated b4 whom eve is the person that said to make a 1095a n put the 1$ across  for the month of January that worked 4 me thx 👍 

[Carlosl52]

Thank you