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New Member
posted Feb 23, 2020 9:10:27 AM

Why did turbotax not give me a chance to enter form 8962? IRS is withholding my return now because of the omission!! Turbotax refuses to help me.

2 4 726
4 Replies
Expert Alumni
Feb 23, 2020 9:30:09 AM

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

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

New Member
Feb 25, 2020 4:17:38 AM

No where did it lead me to enter the form when I did my taxes originally. I tried calling customer service and they will not talk to me unless I give them $30 to upgrade my account. I am beyond frustrated and will never use Turbotax again!

Expert Alumni
Feb 25, 2020 7:16:46 AM

TurboTax asks if you have Form 1095-A under  the Deductions & Credits  tab on the line Affordable Care Act (Form 1095-A).  When this tab is selected you will be asked to enter your Form 1095-A information.  TurboTax will complete Form 8962 using the Form 1095-A information you entered.

 

This link The IRS is requesting Form 8962 for 2019 has information to assist you in filing Form 8962.

 

Level 2
Jul 20, 2020 1:55:37 PM

I had the same situation, for some reason, Turbotax did not ask me about the 1095 A form and well, I had to sent the form 8962 to the IRS Today in paper. I do not why, because I paid a Deluxe version.