Question

Tax Year Prior to 2020: I had fax the form 1095a and 8962 to the irs today, will my refund go up or still be same, how long will it take the irs to processed the forms

Forum|Forum|7 years ago
June 6, 2019
7 replies
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TurboTax Free Edition Online

Employee

It depends. Your refund may go up or down. If you used TurboTax to complete the forms you can review an updated page 2 of your 1040, which will show your new refund amount.

The documents you faxed to the IRS are either part of the reconciliation of the Advanced Premium Tax Credit or you needed to account for the allocation of your tax credit if your marketplace policy was shared with another taxpayer. This will delay your refund. The notice you received from the IRS provides information on how long your refund will be delayed. More than likely it's 6 to 8 weeks from when they receive your documents.

See the TurboTax FAQ below for more information. The same information applies to the 2017 tax year.

https://ttlc.intuit.com/replies/5824742

K

katriproff

Employee

Okay

B

brie323me

Im having this same issue this year. Turbo tax didn't even ask for this info so needless to say this is my last time using TurboTax. Anyhoot, how long did this delay your refund once you sent it in? DId the IRS let you know they recieved it?

K

KMahala

This happened to others not using TurboTax. A coworker of mine used H&R Block, I used TurboTax and we both ran into this problem.

LeonardS

It is possible that your refund may change either up or down. The change will be dependent on the difference between the Advanced Premium Tax Credit APTC you received and the actual credit you are due. If your APTC was less than you are due your refund should go up and if your APTC was more than you are due your refund will be less.

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T

tlittl000

I got the same message I got a tax topic 152 on Friday i faxed my forms on February 20 still no refund

J

JohnW152

The IRS's general timetable is to get you your refund within six to eight weeks of receiving your response. This is simply the goal; you may receive your refund earlier or later.

The request for Form 8962 and Form 1095-A is usually sent to taxpayers on the IRS's 12C Letter.
According to the IRS's Understanding Your Letter 12C page,

When we receive the requested information, we’ll use it to process your original tax return. If you’re due a refund, we’ll send it about 6-8 weeks after we receive your response.

J

Jhochsk8

Same happened to me, turbo tax should have never let any of us proceed with filing without that form, very frustrating

L

linaj20201

The reason why the program does not ask the question is that you are not required to have health insurance in 2019. The health insurance coverage is no longer mandatory at the federal level, as of January 1, 2019. However, some states still require you to have health insurance coverage to avoid a tax penalty.

If you have enrolled in the marketplace and received a Form 1095-A, you would still need to enter that in the program so to create a Form 8962 Premium Tax Credit.

@Jhochsk8

J

Jhochsk8

Sure I get that NOW! Just a little too late!

J

Jtrap

HI I did my taxes on the 9th of February, had a month of waiting for my fed. Refund then realized my 1095A and 8962 form had to be submitted. I signed in to turbo, amended my health ins. Option with my 1095A info. Printed and filled out a 8962 form and mailed it in to the IRS. Did I miss anything? What now? I didn't send the 1095A form, it suggested keeping for my own record. Now what?

M

MikeMcdad

I am very frustrated that Turbo Tax didn’t catch mine as well. I thought everything was fine then I got that dreaded letter from the IRS. The good news is I’m actually getting back more than what I originally filed for. I’ve used Turbo Tax for the previous 8 years but I will be moving to Tax Act next year. Better service and their rates are lower than TT.

M

MikeMcdad

You have to include form 8962 or they won’t process it. The IRS will most likely mail you a letter requesting it but they move very slow. Save yourself some time and go ahead and send it with a copy of the letter they sent you for the 1095 A. You’ll get your return quicker but expect it to be at least 6 weeks.