Anyone had their tax return rejected with error F8962-070.Missing information regarding the APTC, these two clients do not need to file form 8962, they don't have 1095A

Forum|Forum|4 years ago
January 26, 2022
4 replies
21 views

The review shows no errors, it lets me file the client's tax return, but then it rejects the return due to not having a form 8962.

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

IRS has information that a 1095A was issued to your clients SSN, they need to call healthcare.gov and find out what they have for them for 2021.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

rbynaker

Level 13

Best I can tell, this means the IRS thinks your client has marketplace insurance. Doesn't necessarily mean the IRS is right but I don't think the IRS will accept it without an 8962. I noticed Drake also has this reject code in their list of top 10 rejects this week so I don't think this is specifically a ProSeries problem.

Since our society is well on its way to Idiocracy, if someone on the return had a marketplace policy in the prior year, maybe it auto-renewed. You might also look for ID theft. Or, they certainly wouldn't be the first client who had marketplace insurance and didn't know it.

Rick

Just-Lisa-Now-

Intuit Community Champion

Much rather get a reject than the return hung in error processing for 3 months before sending a letter asking for the form that takes another 3 months to process!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

L

lucrecia

Level 5

1095 A Still haunts us!😩

C

clarkd01

Level 3

Have a client with this same issue. Clients are on Medicare and do not need to file form 8962. Is there a fix for this or do we need to mail a paper copy in?

M

mhsmith53

Level 4

I also had a client with this issue. They were not enrolled in coverage through a Health Insurance Marketplace (the had workplace insurance & Medicare)

I chose to follow Lisa's suggestion on form for 1095-A (e.g. enter 0's)

Enter 0's for the Marketplace identifier and Policy number.

Enter $1 for January monthly premium amount and SLCSP (can't enter zeros)

This client had a balance due so doesn't matter if return is pulled for review

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