F8962-070 e-file error

Error

The e-file database indicates that Form 8962 or a binary attachment with description containing ‘ACA Explanation’ must be present in the return.

Cause

The taxpayer received an Advanced Premium Tax Credit (APTC) payment reported on Form 1095-A. Form 8962 reconciles APTC and, because it wasn't included in the return, the return rejected.

Solution

  1. Go to
    Organizer
    , select
    Source Documents
    , then
    Form 1095-A
    .
  2. Enter amounts for Form 1095-A.
  3. Next, attach a file with a description containing an
    ACA Explanation
    . Go to
    Organizer
    ,
    E-file
    ,
    Attachments
    ,
    PDF Attachments
    ,
    Summary
    , and then
    Attach PDF
  4. Select
    Add
    .
  5. Select Federal in the
    Attachment Jurisdiction
    dropdown.
  6. Select
    Browse for file
    and attach either Form 1095-A or Form 8962.
  7. Select ACA Explanation in the
    Predefined description
    dropdown, then select
    Upload
    and
    Done
    .
  8. Perform a full re-compute, re-create the e-file, then re-submit. 
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