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How do I fix e-file reject F8962-070?

SOLVEDby TurboTax1525Updated 3 days ago

E-file reject F8962-070 happens when your return is missing Form 1095-A Health Insurance Marketplace Statement. The IRS compares the information you enter on your return with what they have in their database. When something's missing or mismatched, your return gets rejected.

First, find your 1095-A form. If you don’t have it, sign in to your healthcare.gov account and download it. Forms were mailed out at the end of January.

Once you have your form:

  1. Sign in to TurboTax and select Fix my return
  2. On the Let's fix your returns and then refile screen, select Fix it now
  3. Select Continue on the Let's take a look at your return screen
  4. You’ll get taken back to the Keep going to refile your returns screen. From here, select Federal from the left menu
  5. Select Deductions & Credits from the top menu and scroll down to Medical. Select Show more
  6. Select Start or Revisit next to Affordable Care Act (Form 1095-A)
  7. Answer the questions and continue through to enter the details from your Form 1095-A
  8. When you’re done, select File from the left menu and continue through to refile your return

First, visit your Marketplace’s website to make sure no one in your household purchased insurance through the federally-facilitated Marketplace or set up a HealthCare.gov account.

There are two reasons your return could be rejected if you weren't covered at all in 2022 through the Marketplace.

1. A form could be stuck in your return, prompting the reject.

If you have already attempted to e-file your return, but were rejected with code F8962-070, you may find that you won't be able to answer No to the question Did you receive a Form 1095-A? When you select No, TurboTax will revert your selection back to Yes. This is because Forms 1095-A and 8962 are currently included in your return. 

If you don't have a 1095-A and know you won't be receiving one, you can delete the 1095-A from your return. This will also remove the 8962 and allow you to change your answer to the 1095-A question to No. Here’s how:

  1. Select Federal from the left menu, then Deductions & Credits
  2. Scroll down to Medical and select Show More
  3. Select Start or Revisit next to Affordable Care Act (Form 1095-A)
  4. As you walk through the questions, you'll be asked if you received a 1095-A. Even if you didn’t receive this form, select Yes
  5. You’ll need to create a “dummy” 1095-A: enter 0's for the Marketplace identifier and policy number, and $1 for the January amounts
  6. On the screen Here’s what we have for your 1095-As, select Delete next to the fake form you just entered, then Yes, to remove the 1095-A entry 
  7. Select Tax Tools from the left menu, then Tools, then Delete a form. You shouldn’t see Form 8962 or Form 1095-A in the forms list. If you do see these forms, select Delete next to the name of the form to remove it from your return
  8. Select File from the left menu and continue through the process to refile your return

2. The IRS has information that someone in your household should have a 1095-A. This could be because you or a dependent had Marketplace insurance in a previous year, or because a form is stuck in your return. 

If you've confirmed that no one on your return had insurance through the Marketplace for tax year 2022, but the IRS mistakenly thinks they did, it’s OK to create a Form 1095-A with minimal information in it to satisfy the IRS for e-file purposes. If you use this method, and it contradicts what the Marketplace has on record, then you may receive a CP2000 Notice from the IRS.

Follow these instructions:

  1. Select Federal from the left menu, then Deductions & Credits
  2. Scroll down to Medical and Select Show More
  3. Select Start or Revisit next to Affordable Care Act (Form 1095-A)
  4. As you walk through the questions, you'll be asked if you received a 1095-A. Even if you didn’t receive this form, select Yes
  5. Enter 0's for the Marketplace identifier and policy number, and $1 for the January amounts
  6. Continue through to the end of the questionnaire
  7. Select File from the left menu and continue through the process to refile your return

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