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04-11-2017 11:33 AM
04-11-2017 11:25 PM
Welcome to the H&R Block community.
A Form 8962 cannot be filed using a Form 1040EZ. You must amend the tax return into a 1040A return. You'll need to send the amended return along with Form 8962 and Form 1095-A to the IRS by mail. You can use the software to complete the amendment but the amendment must still be mailed.
Health insurance is one of my areas of expertise and if you run into any trouble with the 8962 just let me know and I'll assist you with it.
If you have any other questions I'll be glad to help.
Senior Tax Advisor (Tampa, FL)
04-15-2017 11:50 PM
I submitted a 1040EZ. I did not include my 1095-A form with my original return. I got a letter from the IRS stating that I needed to send them a copy of my 1095-A & a completed 8962 form. I cannot fill out 8962 with a 1040EZ. The letter states "Don't send a copy of your return unless we ask you to do so. Don't respond with From 1040X, Amended U.S. Individual Income Tax Return."
SO what am I supposed to do? The answer I'm responding to does not help me to understand what to do in my situation. Could you please clarify and adjust your answer?
04-16-2017 11:28 AM
Read the letter you received from the IRS again and I believe they tell you exactly what to do.
I believe they tell you to take your 1095-A and fill out an 8962. Then, most likely, they tell you
to send the 1095-A and the 8962 to them (the IRS) and they give you the option to either fax it
or mail it.