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The person you talked to will probably not call you back ... they are not responsible for fixing this issue ... they are not even in the same departement. They closed this "case" which means their contact with you even if they pushed the situation up the ladder. And you will probably not get a call back from any other department. This issue was reported several times a week ago and the tech dept has not gotten the issue fixed yet but I am sure they will eventually. Best you can do is simply check your return once a day until you see the issue has been resolved. And I worked as a TT tax advisor so I know the way the system works ... patience will be needed while this issue is corrected.
Yes, they said it would be totally different "supervisor" person. I spent over 30 years in a large corporate setting and expect this to be the curse of death in the actual service end. My main hope is that enough people make noise so it does eventually get addressed before we all need to file (plenty of time for that yet!)
If it is not resolved soon, I will just use a different product. There are plenty to choose from.
I am self-employed and my wife gets w-2 income as a part time worker. She is not offered health insurance by her employer. Not sure if this will help, but I have found the following with this situation:
My assumption is that the program is assuming since I entered a W-2 that employer sponsored health care is available to us so it takes away any advanced credit as a result.
Not sure if this is the situation for others, but thought I would share.
Just a guess, but the issue with form 8962 happens when you go over the 400% poverty level. This used to be the subsidy 'cliff', but the American Rescue Plan changed that. In TurboTax, once you pass the 400%, it says you get no subsidy and have to pay it all back, which is wrong and the issue. So maybe you pass that threshold when you enter the W-2.
This was extended through 2025
In the desktop deluxe version of TT, if you view form 8962, the information entered in the form stops before step 9. The TT program doesn't ask the questions posed in lines 9 and 10. Therefore, no information is populated to calculate the PTC. This is what was determined during a call I had with the customer support people and the technical support people last night. They told me that they would call me back in 72 hours to discuss further.
As of Jan. 14, Intuit shows Form 8962 as Ready. However, this error still exists. Form 8962, Row 11, Columns A-E are left blank, resulting in a full repayment of the Advanced Premium Tax Credit. Will there be a fix to this? Or is there a workaround?
There is no workaround you musy simply wait for the fix which will happen ... every year there is something that causes a delay and eventually gets fixed ... everyone just needs some patience.
@Critter-3since someone marked your original answer as THE ANSWER, can you undo that? This question is not resolved, and Intuit may not look at it because it says resolved.
I'm in the same boat here, over 400% and no action on the form. Since this is exactly the same as last year, I think that I'm going to rethink using TT. I use Home and Business, both my husband and I are self-employed, but at this point I think I can do a better job than TT... It's very frustrating that they have so many issues every year, but are so happy to take our money...
Same situation with me. I am self employed and over the 400% limit. When I adjust my income down the 1095-A data populates form 8962. I called earlier in the week and spoke with an adviser who seemed more concerned I fill out the survey and give her glowing marks than she was about fixing the problem. I explained to her the relief Congress gave for 2021 and 2022 from American Rescue Plan of 2021 and the extension though 2025 with the Inflation Reduction Act of 2022. She agreed with my analysis and said she would send a Memo up the flag pole. It seemed like I was the first person who told her of this issue. Her only advice was to "wait a few days" for another update.
PLEASE ... everyone take a chill pill and wait for this to be corrected. Complaining about something you can do nothing about is a waste of time and effort.
Respectfully, I think the opposite. Intuit hasn't revealed that they even know this issue exists - evidenced simply by the fact they show this form is "done" and ready to be used to file. Why should I believe they will fix something they don't know is broken? The more people make noise, the louder the noise, the more likely the issue will be fixed sooner. So, please everyone, call Intuit support, make noise, don't be patient. The squeaky wheel gets the grease!!!
That's a reasonable idea, I've always been a fan of turbotax, but if it doesn't work... If you bought the desktop version, like I did, you can request a refund. It took me a while to find the link so here it is:
...you only have a 60-day window to return...
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