Why am I being asked for a 1095-A when I never received one?

[casinosoul]

Both my Federal and my State tax returns were rejected because I did not provide information from a 1095-A. But I never received that document because I am in Massachusetts. I have year-round Health Insurance and I received a 1099-HC, the information from which I included on my State return.  TT said it would walk me through revising my form, but I don't see it how it does that (I just seem to be going round in circles when I follow the instructions). I have no idea how to include information from a form I didn't receive and that I was never meant to receive. Any ideas anyone?

[TeresaM · Accepted solution]

If you have e-filed your return and gotten an IRS rejection code for Form 8962, it could be because there is a partial entry in your return or because they have information from Healthcare.gov about Marketplace insurance and are looking for a 1095-A on your return to match their records. This might be because you or someone on your return began an application for insurance but did not actually enroll, or for some reason, Healthcare.gov erroneously has something connected to a social security number on your return. You are correct, Form 1099-HC is not filed in the federal return and only entered in the Massachusetts return.

When our interview section Affordable Care Act (Form 1095-A) for the Marketplace insurance reaches the screen, Did you receive Form 1095-A for your health insurance plan? It will default to "Yes." If you select "No" and Continue, it will not generate any Form 8962 information into your return. If you come back, it will default to "Yes" again, but it remained the "No" you selected until you came back into the area. This is as it should be.

In TurboTax Online, to ensure there is not a partially completed form in TurboTax, please check here to delete the form from your return. This will delete both the form and the entries. Please check for any Form 1095-A and also Form 8962.

1. To Delete a Form go black menu bar on the left
2. Click on Tax Tools
3. Click on Tools
4. Under Other helpful links, click on Delete a Form
5. Scroll down and check for 1095-A or 8962 and if there is one, click on Delete
6. Click on the blue Delete Selected Form
7. At the bottom, Continue
8. Repeat until any Form 1095-A or From 8962 are deleted
9. At the bottom, Continue with my Return

If you have already checked online at Healthcare.gov for Form 1095-A information and do not find what you need, you may wish to call them and see if there is any reason they would have told the IRS to expect a Form 1095-A. You may reach them at:

1-800-318-2596

(TTY: 1-855-889-4325)

Available 24 hours a day, 7 days a week (except holidays)

Once you have resolved the Healthcare.gov information, the IRS should accept your e-file. In the past, they would accept the e-file but then route the returns with Marketplace questions for special processing that caused significant delays. This way the issue can be addressed, and your e-file should not be further delayed after it is accepted.  The Massachusetts return will automatically be rejected until the federal is accepted because so much of the state return information flows from the federal.

[casinosoul]

I managed to obtain a 1095-A from the Mass Health Connector. But when I followed the steps you suggested I didn't find any forms to delete. What do I do now? Where do I enter this information? When I run through the various pages for the return, I'm never prompted to enter any of those forms. Any thoughts on what I should do?

[SForrestLO]

You may have answered "Yes" to the question and not realized it. You can go back through that section and edit the answer. 

Where do I enter my 1095-A?
https://ttlc.intuit.com/community/credits-and-deductions/help/where-do-i-enter-my-1095-a/00/26456.