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If you filed a tax return that requires Form 8962 for the Premium Tax Credit but haven't included it, you will get rejection code F8962-070, which means the IRS needs that form or an attachment explaining the taxpayer’s Affordable Care Act (ACA) situation.

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If the taxpayer is not sure about their marketplace insurance coverage or can't find Form 1095-A, they should log in to their account at HealthCare.Gov to obtain a copy of the form.

 

This reject happens if the IRS knows someone on the tax return had Marketplace insurance or got Advance Premium Tax Credit. It was added in 2021 to fix issues early and prevent delays in refunds. It was the most common reject nationwide in 2021. To fix it, include either Form 8962 or a statement explaining why it's not needed.

 

If the taxpayer had Marketplace coverage and provided you with Form(s) 1095-A, fill out Form 8962. If they don't need to file Form 8962, they can provide a statement disputing the need for it.

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Choose the appropriate explanation or provide your own.

If you include the ACA explanation, Form 8962 doesn’t have to be part of the return.