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March 15, 2020
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  • March 15, 2020
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How do I upload my 1095-A and complete a 8962 Form

    1 reply

    March 15, 2020

    If you purchased health insurance through Healthcare.gov or your state's health insurance marketplace, you should receive your 1095-A by mid-February.

    Your 1095-A should include info for everybody on your return who was enrolled in a Marketplace plan, and is required to calculate the Premium Tax Credit.

    Here's how to enter your 1095-A in TurboTax:

    1. Open (continue) your return if you don't already have it open.
    2. In the upper right, search for 1095-A.
    3. Select the Jump to link in the search results.
    4. Answer Yes on the Did you receive Form 1095-A for your health insurance plan? screen and Continue.
    5. Enter your 1095-A info on the next screen and select Continue. We don't need all the info from your 1095-A, so we'll only ask about the info that affects your return.

    Form 8962 will be completed once you put in the above information.  

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