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Level 3
January 29, 2022
Question

Does anyone know how to resolve Error F8962-70? Customers have no insurance true Market Place.

  • January 29, 2022
  • 13 replies
  • 71 views
I receive efiling message: Error F8962-070: The e-File database indicates that Form 8962 or a binary attachment with description containing "ACA
Explanation" must be present in the return.
This return rejected due to Form 8962 Premium Tax Credit missing from the return. In order to complete Form 8962, you
should have received Form 1095-A Health Insurance Marketplace Statement with relevant information on the insurance that
you purchased in the marketplace.
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13 replies

Level 2
March 21, 2023

I have the same issue.  Error message F8962-070.

I have a father who covered his two daughters on his insurance.  Neither is his dependent.  For the daughters, I indicated the same information on their Form 1095-A as was on their father's return but showed shared ownership on the smart worksheet with 0% share .  For one daughter, on Form 8962, Part II, line 9, the yes box was checked.  That return was filed okay.  For the other one, there was no check on line 9.  That is the return that keeps getting rejected.

Can anyone help or provide the phone number so I can call ProSeries for help?

Thank you.

Roy

 

 

Level 3
April 13, 2023

The error message states that if you don't have a 1095-A form because you were not covered by Covered California that you should attach a "binary statement" explaining why 1095-A is not attached.  When I did this (a PDF file explanation) the e-file is still being rejected.  How do you fix this?

Just-Lisa-Now-
Intuit Community Champion
April 13, 2023

make sure you give it the name ACA EXPLANATION (in the attachment window) and spell it right, I saw someone that kept getting rejected and she finally noticed she spelled explanation wrong, once she fixed it, no problem.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
July 27, 2023

My client did not receive 1095-A. Client received 1095-B.  The need for 8962 with binary attachment etc is wrong.

Just-Lisa-Now-
Intuit Community Champion
July 27, 2023

@carmennanquil wrote:

My client did not receive 1095-A. Client received 1095-B.  The need for 8962 with binary attachment etc is wrong.


An SSN on that tax return had a 1095A issued with it listed on it.   It seems that many times people use the website to see if they qualify or qet a quote and end up with a policy, and the policy doesnt cancel for lack of payment.

Or in the case with child dependents that have separated parents, the other parent may have the child covered on their marketplace plan, so your client would need that other parents 1095A for their own return.

Your client needs to reach out to healthcare.gov and see what they have for any SSN listed on that tax return.

You can get the return accepted electronically by attaching a PDF and giving it the description Tyep Other and "ACA Explanation" but tell the client to be prepared for any refund to be delayed and a follow up letter to arrive in regard to this.  So they may want to get healthcare.gov to send them something in writing that states they have nothing on file for any of the SSNs listed on the return to respond to this letter..

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪