Will i still get my refund is i forgot to file my 1095A form? what should i do, wait for the irs to send me a letter?

[Coolbeans 144]

Have you seen something like this take 8 weeks? Why would I have to wait 8 weeks just to check?

[Coolbeans 144]

Also, this isnt amended is it? They just asked me to attach more info to finish processing so is that better?

[CatinaT1]

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.

1.  Log into your return
2. Select that you want to add a state - this lets you into the program without the amend process starting.
3. In the top right corner, locate the Magnifying glass/search  
4. enter the exact words 1095a
5. Select the first entry Jump to 1095a
6. Fill in the 1095a information
7. Print and mail the 8962

The IRS may adjust your refund once they receive your form 8962. 

[Coolbeans 144]

I didnt amend I did everything you mentioned already. I'm asking, if I'm "accepted" pending the admission of the 8962, and if that's all they need to process, how could I face more issues down the pipeline (like the tax advocate hotline said) or a 8 week turnaround time?

[CatinaT1]

That's all you need to do.

[Coolbeans 144]

So I just wont be able to know anything for 8 weeks is that it?

[Britt5288]

I've sent my 1085-a and 8962 form Feb. 25th ( I forgot to fill out when filing 1040). How long does it usually take and will they still direct deposit or they have send check ? 

[LeonardS]

Yes, you will still get your refund.  There is no way to determine how long it will take the IRS to process your Form 8962.  Your refund will be sent as a check to the address you used on your Form 1040 when you files your tax return.

[Coolbeans 144]

Why would they send a check? I didnt recieve any information to confirm that for the IRS or otherwise. They claimed it would be the same as what you initially put down.

[BillM223]

Depending on what appears on the 8962, the IRS may adjust your tax due or refund.

The is because the 8962 is the reconciliation of the Premium Tax Credit that you presumably took advantage of when you bought insurance through the Marketplace. 

At the beginning of the tax year, you estimated for the Marketplace what your income would be. From this they estimated how much Premium Tax Credit you would be eligible for (this is money paid from the government directly to your insurance carrier to help pay your premiums).

At the end of the year, you finally know how much income you actually had. Generally, if you ended up with more income than you initially estimated, you would have to repay some or all of the Premium Tax Credit that the government paid out for you. On the other hand, if you made less than what you estimated, then you might get an additional credit on your tax return.

The problem is that the IRS doesn't know if you final refund will be the same or more or less than what you initially filed, until they see the 8962. That is why your refund is held up until they get the forms.

@Coolbeans 144

So far as I know, the reference to a "check" was metaphoric and that you will receive the refund in the way you indicated on your tax return.

[Coolbeans 144]

Brit5228, do you have any update yet?

[jessy71]

Thanx 4 the info. I did what you said to do on 3/7/20. Now I guess I'll continue to wait. Hopefully not too long. I did my original e-file February 3rd and got my refund approved but not deposited. Unfortunately did not realize about this 8962 form till I got a letter from IRS just recently. "UGH".

[KrisD15]

Yes, please just  follow the directions the IRS gives you in the letter. 

[Coolbeans 144]

They asked me to fax my I'd. I'm married (filed jointly) but I'm HOH. Did I need to fax her I'd as well too???

[LeonardS]

Yes, you should wait the IRS will be sending you a letter.  This link The IRS is requesting Form 8962 for 2019 has information that will assist you in responding to the IRS request for Form  8962.