Form 1095-A is a Health Insurance Marketplace Statement you may have received from your health care provider. This is an important document that may have an impact on your Federal income tax return.
If you have received Form 1095-A please follow the steps below:
- Select 'Yes' to the question 'Did you receive 1095-A form?' on Step 4 Offset your expenses, sub-step Other Expenses;
- Complete all the required steps in your application and generate your Federal tax return (after you cover the Sprintax fee payment);
- Send us your 1095-A form via email here: info@sprintax.com;
- Once our tax experts review your form, you will be emailed back and informed whether or not you would have to receive Form 8962;
If you do not require the 8962 form, you can file the originally generated Federal tax return without including anything about your 1095-A Form. If you do require Form 8962 however, you must wait until we update your Federal tax return including the details from the 1095-A form.
Important: Do NOT file your Federal tax return until our tax experts review your documents and provide you with a response.
Info: If Form 8962 is needed, there might be a change of the refund that was outlined previously (lower refund) or you might end up having a tax liability. However, that is completely normal: In case you have not paid the full amount of the Premium Health Care Credit you bought during the tax year, you will owe/have a lower refund after your Federal tax return gets updated with the information from your 1095-A form.