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July 8, 2020
Question

Form 8962

  • July 8, 2020
  • 1 reply
  • 0 views

The E-file was rejected because Form 8962 is not calculating line 16, column (e) correctly.  The amount should be $0, not $221 (since column (d) at $0 is smaller than column (a) at $449).  Therefore, how can I adjust/override this?

Regards,

Rose

    1 reply

    CatinaT1
    July 15, 2020

    Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.

    1.  Log into your return
    2. Select that you want to add a state - this lets you into the program without the amend process starting.
    3. In the top right corner, locate the Magnifying glass/search  
    4. enter the exact words 1095a
    5. Select the first entry Jump to 1095a
    6. Fill in the 1095a information
    7. Print and mail the 8962

    The IRS may adjust your refund once they receive your form 8962. 

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