8962 Rejection

IRS Letter: Return Missing Required Form 8962 


Disclaimer: FileYourTaxes.com reserves the right to modify this information at anytime. This is not tax advice. The intended purpose is to help our users navigate the program. 

As tax laws are constantly changing, supported forms/documentation can change at anytime. You will always find the most up-to-date information on the IRS website or applicable State website.



Disclosure: Every tax situation is different, the IRS may require additional information from an individual. This is not tax advise. The following information outlines the steps required in the system to add Form 8962 to a return after it has been filed. 


When a federal tax return is filed that required Form 8962, the IRS will generally send a letter requiring a completed Form 8962. The IRS commonly states they do not want a From 1040X, Federal Amendment. (Again, there are times the IRS will require additional information, this is currently the most common scenario)  


To amend your federal and/or state return(s), select "Edit a Return in Progress" from the Navigation Page. This will take you to the page shown below.

Step 1: Amending your return


Select "Click here to amend a return" (circled in red above). 


*Important: Your return must be Accepted in order to amend the return. 

If your return is rejected, then you will be able to edit the return without an amendment.

If your return is pending, then you will need to wait until you receive an acknowledgment before you will be able to make changes to your return. 


Once the amendment is complete, you will have the option to print the Form 1040X and all Forms included in the Return.


See the Federal Amendment page for more information on Amending a Federal Return in the program.


Step 2:  IMPORTANT: (Do not skip this step) 


A completed Form 8962 will not be attached to a tax return if the question asking if Health Insurance purchased from the Health Marketplace is answered "No". 



If you can't find the Form 8962, you manually search and add it by using the Search for a Form bar. 

*You will need to ensure that you have selected "Yes" to the Exchange Provided Health Coverage question on the Health Insurance and Miscellaneous Items page. If you did not select "Yes" then Form 8962 will not generate for you. 



Step 3: Add Form 8692


Please see sections below on entering information into Form 8962 Premium Tax Credit Page:




Step 4: Print Completed Amendment


CAUTION: DO NOT go to Step 4 of the Amendment until you are finished. 


Step 4 completes the amendment, your Forms are available to Print/View/Save, and the Amendment is locked.    


Once the system has locked an amendment, they generally can not be opened. 

Depending on the circumstance, you can contact our office and request an amendment be unlocked. 

There is a $35 Fee for amendment unlock. 

A amendment can not be unlocked more than 2 times. All unlock requests must be approved by management, the determination is based on their review.