The IRS may reject your tax return if you did not include information about your Advanced Premium Tax Credit on IRS Form 8962 from the federal healthcare marketplace. This occurs when the IRS database shows that you should have provided this information (whether this is accurate or not).
If you were issued Form 1095-A in error, you may obtain a corrected or voided copy of the form by contacting the Marketplace directly. Save that form as a PDF, then attach it using the steps below.
If you did not receive Form 1095-A, but are seeing this rejection, first confirm that APTC was not paid to your Marketplace health insurance company for any member of your family during the tax year. Then,
write a brief explanation of why you are not required to submit Form 8962 with your tax return,
save that letter as a PDF file,
attach the PDF to your e-filed return (steps below).
Online
Dashboard
From within your TaxAct return, click Resources.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Select Federal Search.
Click the Miscellaneous Topics drop-down.
Expand the Additional Information for E-Filing drop-down.
Click ACA Explanation.
Click the Check here to attach the statement box, then click Continue.
On the left, click File, then follow the prompts to resubmit your return until you see the Attach Documents screen.
Click Attach Documents, then click Add beside Federal ACA Explanation in the Attachment Manager window.
Click Browse beside From File.
Browse for and select your PDF document, then click Finish.
Confirm that there is a green check mark next to the Federal ACA Explanation line.*
Close the Attachment Manager window.
Continue with the final e-filing steps.
Classic
From within your TaxAct return, click Federal.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Click the Miscellaneous Topics drop-down.
Expand the Additional Information for E-Filing drop-down.
Click ACA Explanation.
Click the Check here to attach the statement box, then click Continue.
On the left, click Filing, then follow the prompts to resubmit your return until you see the Attach Documents screen.
Click Attach Documents, then click Add beside the Federal ACA Explanation in the message window.
Click Choose File, attach your written explanation, then click Finish.
Confirm that there is a green check mark next to the Federal ACA Explanation line.*
Close the Attachment Manager window.
Complete the remaining e-filing steps.
Desktop
From within your TaxAct return, click Federal.
Click the Miscellaneous Topics drop-down.
Expand the Additional Information for E-Filing drop-down.
Click ACA Explanation.
Click the Check here to attach the statement box, then click Continue.
On the left, click Filing, then follow the prompts until you see Attach Documents.
Click Attach Documents to open the Attachment Manager window.
Click Add beside Federal ACA Explanation in the message window.
Click Select under From File.
Browse for and select your PDF document, then click Finish.
Confirm that there is a green check mark next to the Federal ACA Explanation line.*
Close the Attachment Manager window.
Complete the remaining e-filing steps.
PDF Info
There is a 3MB (2MB for desktop) total attachment limitation. If you have multiple PDF attachments for your return, be sure that the total size is below this limitation.
*If the screen is blank or the file does not upload, the PDF is likely too large, and you will need to decrease the file size and attempt to attach it again. Double-check that the file is indeed a PDF.
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