Who has had to file form 8962? Who can help me fill it out?

[Fluffyz426]

I have to fill 2019 1095a form and a 2019 8962 form thanks

[DoninGA]

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@Fluffyz426 wrote:

I have to fill 2019 1095a form and a 2019 8962 form thanks

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Since this IRS request is for tax year 2019 and they are requesting the Form 1095-A and Form 8962, you will have to amend the 2019 tax return that was filed.

See this TurboTax support FAQ for amending a 2019 tax return - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-a-2019-return-in-turbotax/01/123845...

The Form 8962, Premium Tax Credit will be created and populated by the TurboTax software after you have entered your Form 1095-A that you received for your health insurance through your state Marketplace.

To enter your Form 1095-A -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Deductions and Credits
• Click on I'll choose what I work on (if shown)
• Scroll down to Medical
• On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

Send the following to the IRS address or fax number given in your IRS letter:

1. Form 8962, Premium Tax Credit.
2. Copy of your Form 1095-A, Health Insurance Marketplace Statement.
3. A copy of the IRS letter that you received.
4. Only if the refund or owed amount has changed: also include page 2 of your 1040

[Eucilla10]

Hello can someone help me fill out that form please.

[MarilynG1]

@Eucilla10 When you enter your 1095-A in your tax return, TurboTax fills out Form 8962 for you.

If you haven't filed your return yet, enter your 1095-A and when you print a copy of your return, you can send Form 8962 to the IRS. 

Click this link for info on How to Enter 1095-A. 

If you have already filed and didn't include your 1095-A in your return, the IRS will calculate Form 8962 for you if you send in your 1095-A.

Click this link for more info on Form 8962. 

[mistywisdom2017]

I've been filing my taxes with TurboTax since 2012 and I must say this year I had to file a 89-62 and a form 1095-a and I called TurboTax to ask for help and they flat-out told me no and I had to go get help somewhere else she said I didn't have the live assistance every year I order that and I paid for it every single year and I never used it and because this year I've been under so much duress I just didn't order it and the year that I don't order it is the year I don't get help and I need it I didn't get any help from them at all with my 89-62

[MaryM428]

To enter Form 1095-A

• Federal
• Deductions and Credits
• Medical
• Affordable Care Act (Form 1095-A)

Enter everything from your 1095-A form.  If a field is blank, leave it blank in TurboTax.  Do not enter a zero.  Go through the screens to answer any questions.

When you complete 1095-A, TurboTax creates the 8962 form and it will be sent with your taxes.  If you ever need a copy of 8962, print your tax return as a pdf file and then search for 8962 so you can print just that page.

When should you include 8962 with your tax return?

[e1729c]

Myself 

[JohnB5677]

IRS Form 8962 Premium Tax Credit is automatically generated by the TurboTax software after you have entered the Form 1095-A you received for Marketplace Insurance in the Health Insurance section of the program.

If you don't have form 1095-A you may be able to download a copy from the marketplace website

[gpk6499]

I received a letter from the IRS stating I didn't fill out the 8962 form. I need help filling this form out. It somehow was skipped on my taxes when I filed them through turbo tax.

[Critter-3]

https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

[Simone39]

I need help filling out the 8962 form for my 2020 tax return 

[MarilynG1]

@Simone39 You don't have to fill out Form 8962; TurboTax does that for you when you enter your Form 1095-A in your return.

Click this link for more info on How to Enter 1095-A. 

You will see Form 8962 as part of your completed return when you Print or Save it. 

[heallen87]

i need help with the 8962 form for 2019

[Critter-3]

You will need to amend the 2019 tax return that was filed to add the Form 1095-A and create the Form 8962.  See this TurboTax support FAQ for amending a 2019 tax return originally completed and filed using the TurobTax online editions - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-my-2018-turbotax-online-return/01/9...

To enter your Form 1095-A -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Deductions and Credits
• Click on I'll choose what I work on (if shown)
• Scroll down to Medical
• On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

 

[JotikaT2]

You can follow the instructions in the following help article to create Form 8962 in TurboTax and submit with your Form 1095-A. 

How to generate Form 8962 to submit to the IRS as requested 

@heallen87