I filed my taxes through turbotax and received a letter back requesting that I send in a copy of 1095-A and a 8962 Form. I don't know how to fill out the 8962 Form.

Answer

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Follow these steps (for more detailed guidance,see attached document):

  1. Sign in to TurboTax with the same login you used when you filed your 2016 return.
  2. On the Welcome home screen, select Taxes.
  3. On the Tax Timeline, select Amend return.
  4. Click Amend using TurboTax Online.
  5. On the We'll help you change (amend) your return screen, select the Federal Taxes tab. (Don’t click Continue. You don’t want to start the amend process.)
  6. Select the Health Insurance tab.
  7. Answer the questions about your health insurance which includes entering your 1095-A.
  8. On the Do you need to change anything else screen click Done.
  9. Select My Account at the top of the screen and choose Print Center.
  10. Choose Print, save, or preview this year’s return.
  11. Click View or print.
  12. Select Form 8962 and either Form 1040 or 1040A and print them.
  13. 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.

The IRS uses LTR 12C (see upper right corner of your letter) to request Form 8962, Premium Tax Credit. It’s required when someone on your tax return had health insurance in 2016 through Healthcare.gov (or a state Marketplace) and took the Advance Premium Tax Credit to lower their monthly premium. Form 8962 is created by entering your Form 1095-A (received from your Marketplace) in TurboTax.

We'll help you enter your 1095-A in TurboTax and create (or correct) Form 8962. You’ll also be able to review an updated page 2 (needs to be included in the response to the IRS) of your 1040 or 1040A for any change to your refund amount or the amount of tax you owe.

It’s important to remember the following:

  • Read the details of your IRS letter carefully and follow the instructions provided in it.
  • Only print and send the forms requested by the IRS in your letter.
  • You won’t be completing or sending a Form 1040X (amended tax return) to the IRS.

TurboTax Online Instructions

Follow these steps (or download and print this PDF which contains helpful screenshots):

  1. Sign in to TurboTax with the same login you used when you filed your 2016 return.
  2. On the Welcome home screen, select Taxes.
  3. On the Tax Timeline, select Amend return.
  4. Select Amend using TurboTax Online.
  5. On the We'll help you change (amend) your return screen, select the Federal Taxes tab. (Don’t select Continue. You don’t want to start the amend process.)
  6. Select the Health Insurance tab.
  7. Answer the questions about your health insurance which includes entering your 1095-A.
  8. On the Do you need to change anything else screen select Done.
  9. Select My Account at the top of the screen and choose Print Center.
  10. Choose Print, save, or preview this year’s return.
  11. Select View or print.
  12. Select Form 8962 and either Form 1040 or 1040A and print them.
  13. 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.

TurboTax CD/Download Instructions

Follow these steps (or download and print this PDF which contains helpful screenshots):

  1. Open your return and select File (upper left hand corner).
  2. Choose Save as, enter a new name for your return, and select Save.
  3. Select on the Federal Taxes tab and then the Health Insurance tab.
  4. Answer the questions about your health coverage.
  5. On the That’s all we need on your 2016 coverage screen, select Done with Health.
  6. Select FILE tab (top of screen) and choose Print/Save for your records.
  7. On the Print and Save your Tax Return screen, select Print to print the forms you need.
  8. Select Specific Forms.
  9. Check boxes for Form 8962 and either Form 1040 or 1040A and then print them.
  10. 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.

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