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Level 5
March 16, 2023
Question

How do I correct Reject: Error F8962-070?

  • March 16, 2023
  • 2 replies
  • 13 views

I received the following error.  Reject: Error F8962-070 and was unable to resolve.  Can anyone help and advise where I input the explanation for this error?

Any help would be greatly appreciated

This topic has been closed for replies.

2 replies

Level 15
March 16, 2023

In most cases, the taxpayer had Marketplace insurance.  They need to check the Marketplace for a 1095-A.  Or if anybody may have signed them up for insurance (such as a parent for an older 'kid'), ask that person (usually a parent) for a copy of the 1095-A.

 

PPECPAAuthor
Level 5
March 17, 2023

Thanks for the help TaxGuyBill

qbteachmt
Level 15
March 17, 2023

On the opening page of this Lacerte community forum, on the right, is Find My Diagnostic Center:

https://proconnect.intuit.com/community/lacerte-tax/discussion/03/302

That takes you here:

https://proconnect.intuit.com/community/tkb/choosetemplatepage/board-id/diagnostics/search-before-post-mode/true

Bookmark that. Put in your error code to see if it is explained, what it is, solution, etc.

Don't yell at us; we're volunteers
PPECPAAuthor
Level 5
March 17, 2023

Thanks for all the help!  Funny thing, I updated my Lacerte and poof, the error went away.

Huh...go figure, thanks 

PPECPAAuthor
Level 5
March 26, 2023

Well I'm back and so is the error message.  So here's where I'm at.  Client was employed for part of the year and unemployed for the other part.  Client provided Form 1095-A's for three months he and his wife were covered under the Health Insurance Marketplace (Feb, Mar, April).  I've entered this information in window 39.2.  Entered in MFJ, Marketplace identifier, marketplace-assigned policy number and covered individuals for Feb-Mar and coverage information (enrollment premiums, SLCSP premiums and premium tax credit).

Client also provided a Form 1095-C which reported coverage from May thru Dec (Line 16 Section 4890H Safe Harbor and Other Relief - enter code, if applicable).  Code 2C is entered for the months of May-Dec (Code 2C reports Employee enrolled in health coverage offered).  I entered this information in window 39.3 Under Covered Individuals, I inputted the modified AGI for the tax payer (not spouse) and entered in a "1" for all months covered (May through December).

 

Lastly, in the Coverage Exemptions for Individual Claimed on Returns (Form 3853, Part III) I entered in taxpayer and spouse's information and in the exemption type I entered in code "C-short coverage gap" as the client was only with out insurance for one month of the year.   

 

After all of this

In lacerte