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Bakersfield
Level 1
March 26, 2022
Question

Rejected 1040 lacking Form 8962

  • March 26, 2022
  • 2 replies
  • 18 views

Clients' 2021 federal return is being rejected for lacking the Form 8962 (Premium Tax Credit) and the corresponding information from the Form 1095-A.  But client did NOT purchase insurance through the marketplace, and only has Forms 1095-B.  How do I resolve this?

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2 replies

The-Tax-Lady
Level 8
March 26, 2022

In my experience, the return will e-file without that info and the IRS holds the return and sends a notice asking for the information that was missing. 

If the return is rejecting, look for something in the worksheets that indicates the taxpayer has a 1095-A. There's a box somewhere that needs checked or unchecked.

 

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 26, 2022
It seems like many people signed up for marketplace insurance without realizing it (most thought they were just getting a quote).
Have you client call healthcare.gov and see what they have on file for their SSN (or any SSN on the return).
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