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When should I include Form 8962 with my tax return?

by TurboTax•339• Updated 10 months ago

TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A.

You have to include Form 8962 with your tax return if:

  • You qualified for the Premium Tax Credit in 2023
  • You or someone on your tax return received advance payments of the Premium Tax Credit
  • A member of your family received advance payments of the Premium Tax Credit, even if you didn’t include this person on your tax return

This credit is only available to people enrolled in qualified health plans through Healthcare.gov or a state Marketplace. 

Note: If your e-file is being rejected with code F8962-070, see this article.

If you filed your taxes without Form 8962, but need to include it, don’t amend your return. Wait until the IRS sends you a notice requesting the form.

If you received a notice from the IRS requesting Form 8962, you’ll have to add a Form 1095-A to your return in TurboTax, print Form 8962, and mail it to the IRS. For more info on this process, go here.

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