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alaaedin1
New Member

I need help filling the 8962 form.

 
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1 Reply
Rachel_W
Expert Alumni

I need help filling the 8962 form.

In order to complete Form 8962, you need to input your Form 1095-A you received regarding your insurance coverage. 

To do so in TurboTax Online, follow these steps:

  1. Sign into your account with the same login you used when you filed your 2018 return.
  2. Scroll down to the Your tax returns & documents section and select Amend (change) return, then select the Amend Using TurboTax Online box.
  3. Select Continue on the We’ll help you change (amend) your return
  4. Answer Yes, then select I need to amend my 2018 return and Continue.
  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 Tax Tools (found on the left panel), then select Print Center below it.
  10. Choose Print, save, or preview this year’s return.
  11. Select View or print.
  12. Select Form 8962 and Form 1040 and print them.
  13. 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 page 2 of your 1040
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