F8962-070 e-file error
You get this error when the taxpayer received an
Advanced Premium Tax Credit
(APTC) payment reported on Form 1095-A. Form 8962 reconciles APTC and, because it wasn't included in the return, the return is rejected.Error message
The e-file database indicates that Form 8962 or a binary attachment with description containing ‘ACA Explanation’ must be present in the return.
Solution
- Go toOrganizer, selectSource Documents, thenForm 1095-A.
- Enter amounts for Form 1095-A.
- Attach a file with a description containing anACA Explanation.
- Go toOrganizer,E-file,Attachments,PDF Attachments,Summary, thenAttach PDF.
- SelectAdd.
- SelectFederalin theAttachment Jurisdictiondropdown.
- SelectBrowse for fileand attach either Form 1095-A or Form 8962.
- SelectACA Explanationin thePredefined descriptiondropdown, then selectUploadandDone.
- Do a full recompute, then recreate the e-file.
note
The IRS has the ability to verify the receipt of the APTC payment before accepting the return. In the past, the return was accepted, and would later result in a notice sent to the taxpayer and recalculation of the refund or amount owed.
