Advance Payment on PTC

[Joshua]

Okay so this one threw me for a huge loop. I got a letter from IRS saying I had received “an advance payment for the Premium Tax Credit” yet last year and the year before I hadn’t qualified. And in 2013 I had insurance through the State when I worked for the State. They claim that I received this Premium Tax Credit and seized my return and need the 8962 form and the 1095-A form from the Healthcare.gov site.

Now’s where it gets interesting. I call Healthcare.gov and found out I had 3 separate accounts which were supposed to have been consolidated into 1…not sure how it happened but okay. However, they looked through the 3 accounts during the hour I was on the phone with them and gee surprise surprise surprise, they claim that no advance payment was ever made for the Premium Tax Credit and thus no 1095-A form was ever sent out.

So I call IRS back and they swear up and down that it was received even though the very site that they claim gave it, says it was never given, that I hadn’t qualified. So I get told to submit the 1095-A form and the 8962 form and that I had up to 21 days to submit or they would seize the return and the refund for the individual mandate. How in God’s name am I supposed to submit a form that was never given?

So I get a tax advocate who asks what I ever received from the healthcare.gov marketplace and all I got was an exemption. So I faxed that today and then called IRS. The IRS agent said that they had received it and then go on to say that they still need the 8962 form. Is IRS braindead or something? How am I supposed to submit something that I never received? It’s ridiculous. Any advice?

[Joshua]

I got told I most likely wont receive my refund til around June

[Anonymous]

I, too, I have had my rwfund delayed because of the 1095A. I finally received the letter from the IRS yesterday. I tried to fax it with the number the put in the letter and it was the wrong fax number. After several calls to the IRS I was finally given a fax number that worked. I’m being told up to 6 weeks to get refund back. :(

[Author]

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