Question

Rejected due to Form 8962 not being present in return

Forum|Forum|1 year ago
September 22, 2024
1 reply
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Hello,

My returns are being rejected because "If Schedule 3 (Form 1040), 'ReconciledPremiumTaxCreditAmt' has a non-zero value, then Form 8962 must be present in the return."

I typed in my 1095-A and there is a Form 8962 in the Forms List, however, If I only print returns to be filed, the Form 8962 is not in that list.

What can I do to force Form 8962 to be present in the return?

DoninGA

Employee

Is there an amount entered on Schedule 3 Line 9?

I

ItsMeDaveAuthor

Yes there is. When I right-click and show Data Source, it shows "Form 8962 Reconciled Prem Tax Cr".

Clicking on the amount brings up Form 8962 line 26. Can I force Form 8962 to be present in the electronic filing?

Thank you.

DoninGA

Employee

What is your filing status? If you are filing as Married Filing Separately you cannot take the Premium Tax Credit unless you qualify for an exception.

If this not the case the Form 8962 would be included with the tax return along with Form 1095-A and Schedule 3.