Filing 8962 after 1040 and other forms have been filed

Forum|Forum|11 months ago
April 23, 2025
1 reply
0 views

I didn't file an 8962 (I didn't check Market Place for healthcare) and the advice on the TT site is to wait to be notified by the IRS with form 12C. I'd really hate to pay the interest penalty. I did get my 1095-A, filled out the information and an 8962 was generated AFTER the IRS accepted my return. Could I simply send in the 8962 along with what I owe? That's the process once you are notified but can't I do it early?

DawnC

Employee

There won't be a penalty, you already filed your return. You should wait for the notice as the notice will have instructions for submitting the documents. However, if you know you owe, you can make a payment at the IRS website - See IRS Payments.

The IRS has a document upload tool, but they will include a code you can use the tool to upload your documents with the notice. IRS Document Upload Tool

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

freddytaxAuthor

Thank you! I do owe quite a bit for the Premium Tax Credit. Should I simply pay that now or would that just confuse the IRS since I've paid all other taxes owed? So for example, let's say I owed $40,000 (and paid it) on the 1040 that was filed and accepted but without the 8962. Then I added the 8962 in TT and owed another $10,000. If I make that $10,000 payment what will the IRS do with it since there is no 8962 and an updated page 2 of the 1040 that shows the additional $10,000 for PTC?

DawnC

Employee

Wait till you get the notice; you can only pay a balance due on the website anyway. If you wait until you receive the 12C letter, the letter will have a fax number or a code to use the document upload tool. You know you owe the $$, so just be prepared to remit it whenever you receive the notice. Since you have already filed and paid the balance due, you won't incur penalties.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"