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Form 8962

DenaSinger
Level 1

I submitted an individual return without Form 8962. I didn't notice at the time that there were advance payments of premium tax credit. Client got a letter from the IRS asking for the Form 1095-A along with Form 8962. Now he owes the IRS an amount equal to the premium tax credits. Can he submit the Form 8962 and 1095-A along with Form 1040-V Payment Voucher for the tax, or does the return have to be amended?

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1 Comment 1
sjrcpa
Level 15

Respond to the notice with the forms. Client can send the check with the response or wait for the bill. No need to amend the return.


Ex-AllStar