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Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.
The IRS may adjust your refund once they receive your form 8962.
No where did it lead me to enter the form when I did my taxes originally. I tried calling customer service and they will not talk to me unless I give them $30 to upgrade my account. I am beyond frustrated and will never use Turbotax again!
TurboTax asks if you have Form 1095-A under the Deductions & Credits tab on the line Affordable Care Act (Form 1095-A). When this tab is selected you will be asked to enter your Form 1095-A information. TurboTax will complete Form 8962 using the Form 1095-A information you entered.
This link The IRS is requesting Form 8962 for 2019 has information to assist you in filing Form 8962.
I had the same situation, for some reason, Turbotax did not ask me about the 1095 A form and well, I had to sent the form 8962 to the IRS Today in paper. I do not why, because I paid a Deluxe version.
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