TurboTax update increased Federal Refund after I filed due to 1095-A and Form 8962

ewiener1027 · Sep 11, 2021 7:52:47 AM

I e-filed my 2020 return on 3/30/2021 and a TurboTax update has now increased my Federal Refund amount by $835, which is the amount originally reported on 1040 line 17. The update leaves that line blank now. <DIV class="lia-message-body lia-component-message-view-widget-body lia-component-body-signature-highlight-escalation lia-component-message-view-widget-body-signature-highlight-escalation"><DIV class="lia-message-body-content"> This amount comes from Part 1 of Schedule 2, which is Additional Taxes. Originally, my eFile had $835 on Line 2 and 3 of Schedule 2, which is "Excess advance premium tax credit repayment. Attach Form 8962." The update makes Part 1 blank entirely. Form 8962 shows the $835 as an amount reported in 1095-A for Health Insurance Marketplace Statement. This change in tax policy changes my tax return from $2,766, which I received 4/7/21 to $3,601. It's now mid-September and was told I should expect to see the additional $835.00 during the summer. Are there additional steps I can take to learn the status of my adjustment? </DIV></DIV>

@pick4taxes - I found this FAQ on the IRS website:

Q33. I received the benefit of APTC in 2020. I already filed my 2020 tax return and reported and pai...

A33. No. If you have already filed your 2020 tax return and reported excess APTC or made an excess APTC repayment, you do not need to file an amended tax return or contact the IRS. The IRS will reduce the excess APTC repayment amount to zero with no further action needed by you. The IRS will refund the excess APTC repayment amount you paid on your 2020 tax return and you’ll get a letter from the IRS explaining the changes we made.

There is no need to contact the IRS about this issue. This effort to issue refunds to those who paid an excess APTC repayment amount on their 2020 return is ongoing and will continue.

So it appears that the IRS knows your return needs to be assessed, but so far they have not verified anything ($-0-) is the way I'd interpet what you posted. The question is why haven't they haven't processed this yet, as it would appear rather easy, made the refund????? (other than they remain quite backlogged and may not have the manpower to deck against the effort)