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- Rejected 1040 lacking Form 8962
Rejected 1040 lacking Form 8962
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Bakersfield
Level 1
03-25-2022
07:35 PM
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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 Comments 2
The-Tax-Lady
Level 9
03-25-2022
07:46 PM
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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-
Level 15
03-25-2022
07:49 PM
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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).
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Have you client call healthcare.gov and see what they have on file for their SSN (or any SSN on the return).
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
