How to enter Form 1095-A in ProConnect Tax

Form 1095-A is used to report certain information to the IRS about family members who enroll in a qualified health plan through the marketplace. Form 1095-A is also furnished to individuals to allow them to:

• Claim the Premium Tax Credit, Form 8962.
• Reconcile the credit on their returns with advance payments of the premium tax credit (advance credit payments).
• File an accurate tax return.

For tax years 2023-2025:

Taxpayers with a household income that exceeds 400% of the federal poverty line for their family size may be allowed a PTC. For more information, click here.

Follow these steps

1. In ProConnect Tax, go to the Input Return tab.
2. Select Credits from the left menu.
3. Select Premium Tax Credit (1095-A, 8962) > then Form 1095-A - Health Insurance Marketplace Statement.
4. Complete the Recipient Information (Part I) section (from Form 1095-A); this won't flow to a form or schedule—it's for informational purposes.
   1. Select the box Spouse is recipient (if applicable).
   2. Enter the (1) Marketplace identifier.
   3. Enter the (2) Marketplace assigned policy number.
5. Scroll to the Covered Individuals (Part II) subsection.
6. Enter and complete the applicable information for each covered individual.
7. Enter the Coverage Start Date.
8. Enter the Coverage Termination Date (if applicable).
9. Scroll to the Coverage Information (Part III) subsection.
10. Complete Monthly Enrollment Premiums, Monthly Second Lowest Cost Silver Plan (SLCSP) Premiums, and/or Monthly Advance Payment of Premium Tax Credit based on the information from Form 1095-A.
11. Select the + from the top to create a new tab and add an additional Form 1095-A (if the taxpayer received multiple 1095-A forms).

Resolving reject error F8962-070

Starting in tax year 2023, 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, which reads as:

"The e-file database indicates that Form 8962 or a binary attachment with description containing 'ACA Explanation' must be present in the return."

To solve this reject, you'll want to attach a PDF - explaining why the 1095-A wasn't reported with the return, and on the e-file PDF/Miscellaneous screen, for the Link to form (defaults to main form) field, select ACA Explanation from the picklist. ACA explanation is located in the Main Form section.

If the taxpayer is unsure, have them contact HealthCare.gov to search for all the SSN's on the tax return.

Related topics

• How do I enter Form 1095-B in ProConnect?
• Entering Form 1095-C in ProConnect