Efile rejected for no 1095-A information. Code F8962-070.

[john61]

Hello everyone.

I have a return that being rejected for not including form 8962, 1095-A info. She doesn't have Obamacare. Never has. How do I provide a binary attachment to her return to reconcile this?

Thanks

[IntuitCharlene · Accepted solution]

Hi @john

If the taxpayer, spouse, or dependents enrolled in the marketplace, even if they never activated their policy, the marketplace may have issued them a 1095-A. If the return is e-filed without the 1095-A the IRS will reject the return with Error F8962-070: The e-File database indicates that Form 8962 or a binary attachment with description containing "ACA Explanation" must be present in the return. If the taxpayer is unsure have them contact HealthCare.gov to search for all the SSN's on the tax return. 

There wouldn't be a way to add the e-file binary attachment the IRS is expecting without that source document info. 

[john61]

Hi, thank you for your help.

[kitnTX]

Hi John.  Thank you for your message about having the client call the HealthCare Med-QUEST.  She did and was issued a 1095-B, not -A.  How do I attach this as a "binary attachment."

Thank you!

[sjrcpa]

That means attach as a pdf.

[kitnTX]

but where and how do I attach that for efiling?

[kitnTX]

Hi John.  There must be a place within the program that allows a pdf as an attachment.  Can you give me a clue?  My client received a 1095-B, although the program continues asking for the 1095-A.  

[abctax55]

@kitnTX  - John is just a fellow software user.....not necessarily around to answer your questions or provide personalized help.

A search, using the box at the top, provides the following:

https://proconnect.intuit.com/support/en-us/help-article/electronic-filing/attach-pdf-files-federal-...

[kitnTX]

You're Awesome. Thank you for this information.  And yes, John is a nice guy and it's wonderful that a tax program person is reading these messages.  Again, Mahalo Nui Loa from Hawaii.

[abctax55]

@kitnTX - Not on Maui I hope?