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thuypham333
Level 2
March 26, 2021
Question

When Irs Update form 8962

  • March 26, 2021
  • 4 replies
  • 11 views

 When Will Irs Update form 8962, I am waiting for that to submit tax year 2020

    This topic has been closed for replies.

    4 replies

    IRonMaN
    IRonMaN
    Level 15
    March 26, 2021

    I'm guessing by 5/17.  What is your best guess?

    Slava Ukraini!
      George4Tacks
      George4Tacks
      Level 15
      March 26, 2021

      You can look up all projected release dates at https://proconnect.intuit.com/lacerte/forms-finder/

      Answers are easy. Questions are hard!
        jcdickerson
        jcdickerson
        Level 3
        March 29, 2021

        I just checked and the 8962 still has the Jan 29th final release date.  So this is obviously not an up to date listing.

        George4Tacks
        George4Tacks
        Level 15
        March 29, 2021

        8962 seems to work fine. Are you sure your program is up to date?

        https://proconnect.intuit.com/community/form-1095/help/entering-form-1095-a-in-lacerte/00/5379 

        What are you seeing that says there is a problem?

        Answers are easy. Questions are hard!
        P
        PamC
        Level 6
        March 26, 2021

        You may want to bookmark this

        https://www.irs.gov/affordable-care-act/individuals-and-families/premium-tax-credit-claiming-the-credit-and-reconciling-advance-credit-payments

        Then you'll know when something has happened.

          T
          thuypham333Author
          Level 2
          April 8, 2021

          Software is updated today, there is no form 8962 and the excess of advance payment APTC is $0, so I can efile today. Thank you Lacerte software 

           

            S
            sthuttoncpa
            Level 2
            April 8, 2021

            Lacerte now seems to have updated the program for the exclusion of the repayment of the premium tax credit.  However, now the Form 8962 isn't included at all with the forms to efile.  Also, if the client owes taxes with the filing, the client letter still includes the statement regarding the repayment, even though it is not included in the amount owed.  If the client is getting a refund, there is no statement in the client letter regarding the premium tax credit.  Any idea why this is?  Should the Form 8962 still be included with the filing?

            P
            PamC
            Level 6
            April 8, 2021

            Check out IntuitAustin's post at the bottom of this thread

            https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/re-american-rescue-plan-in-lacerte/01/154248#M231

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