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New Member
posted Jun 7, 2019 5:12:43 PM

Why wasn't form 8962 included in my 2018 E filing?

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3 Replies
Level 15
Jun 7, 2019 5:12:44 PM

If you entered the Form 1095-A that you received for Marketplace Insurance in the Health Insurance section of the TurboTax program, the Form 8962 would have been included with the tax return.
Did you receive a notice from the IRS about a Form 8962 for tax year 2018?

New Member
Jun 7, 2019 5:12:45 PM

Yes, I received a notice

Level 15
Jun 7, 2019 5:12:46 PM

  1. Sign into your account with the same login you used when you filed your 2018 return.
  2. When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.   See Screenshot
  3. This will take you back to the 2018 online tax return.
  4. Select the Federal tab
  5. Select the Health Insurance tab.
  6. Answer the questions about your health insurance which includes entering your 1095-A.
  7. Select Tax Tools (found on the left panel), then select Print Center below it.
  8. Choose Print, save, or preview this year’s return.
  9. Select View or print.
  10. Select Form 8962 and Form 1040 and print them.
  11. Send the following to the IRS address or FAX number given in your IRS letter:

Form 8962, Premium Tax Credit

Copy of your Form 1095-A, Health Insurance Marketplace Statement

A copy of the IRS letter that you received.

Only if the refund or owed amount has changed: Also include your Form 1040