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Bakersfield
Level 1
March 26, 2022
Question

Rejected 1040 lacking Form 8962

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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