Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Rejected 1040 lacking Form 8962
Rejected 1040 lacking Form 8962
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Bakersfield
Level 1
03-25-2022
07:35 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
2 Comments 2
The-Tax-Lady
Level 9
03-25-2022
07:46 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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♥¸¸.•*¨*•♫♪
