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Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

I filed my taxes on 1/20/20 Federal . Now the IRS wants a copy of form 8962. How do I fix this

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

I already filed with Turbo did not do this section and I cannot get my federal return. Help me fix this I did pay you guys

MayaD
Expert Alumni

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

You need to enter form 1095-A on your Tax return and TurboTax will automatically generate form 8962. If you return was rejected, you can reopen it  and add the 1095-A form.

To reopen your return:

  1. Log in to your account.
  2. Scroll down and Click Add a state( you won't add a state; just to open the return).
  3. Once the return is open go to Federal Taxes.
  4. Go to Deductions and Credits.
  5. Scroll down to Medical and click show more.
  6. Scroll down to Affordable Care Act (Form 1095-A).

If your return is accepted, you need to amend it to make any changes.

Here's how to amend:

  1. Log in in to your account.
  2. Scroll down to Your tax return & documents , select 2019 and then Amend (change) return
  3. Select Amend using TurboTax Online.
  4. Follow the instructions, your refund or tax due will change to 0. This is normal on amended returns.

Amended return can't be e-file, you need to print it and mail it in.

 

On the Tax Home web page when the Form 1040X for amending a 2019 tax return becomes available there will be a link - Amend (change) return. Form 1040X is expected to be available on 02/27/2020.

 

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Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

This is really unbelievable , intuit didn't include that form in Turbotax and people who thought everything would be included in the software after spending 90.00 dollars had their return rejected or for some obscure reasons accepted but now have to print and mail things to the IRS.

My return was rejected because 8962 was missing , I have updated the software today and I have no clue if the error was fixed because I revisited the 1095-A section but didn't answer different question than the ones I had before I sent it the first time .

I want to make sure that the error was fixed before E-Filing again , very poor customer service and for the first time in years I am thinking that I will give H&R a try next year . 

CatinaT1
Expert Alumni

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

The problem has been corrected.  Some people have had to delete their 1095-A and reenter it.

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Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

so should I do that , delete all entries in the 1095-A and renter everything like I did the first time ?

CatinaT1
Expert Alumni

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

Yes, then resubmit.

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Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

Thanks for the info , what I don't understand is that form 8962 isn't one we fill out , it is done automatically in the background in Turbotax ?

Juliane
New Member

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

Yes - If your filing was rejected because of the 8982.  Go back into Turbo Tax, delete your 1095-A and then fill it out over again.  It is fixed now.

Juliane
New Member

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

It is fixed - go back into Turbo tax and delete your 1095A then fill it out over again.  They've fixed the glitch.

gochezb
New Member

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

Thank you!

VictorW9
Expert Alumni

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

Here's the information to help you complete form 8962: completing form 8962

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jrea
Level 1

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

I just want to be sure I need to pay 40$ to fill a form 1095-a with turbotax ?

 
MayaD
Expert Alumni

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

Yes, the Free addition does not support form 1095-A.

TurboTax will automatically generate form 8962 when you enter the 1095-A form.

To report form 1095-A:

  1. Log in to your account. 
  2. Go to Federal Taxes.
  3. Go to Deductions and Credits.
  4. Scroll down to Medical and click show more.
  5. Scroll down to Affordable Care Act (Form 1095-A).
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gdawg
New Member

Tax Year Prior to 2020: Can turbo tax complete a form 8962 for me?

I do not think that my 8962 is being filled out correctly. It is showing that I have to repay the total tax credit I got, which by any calculation I find is incorrect. I can't find an option to actually see the 8962 before filing.

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