Missing 1095A and 8962

Home Forums General Discussion 2021 Tax Season Missing 1095A and 8962

  • This topic has 42 replies, 5 voices, and was last updated 3 years ago by Belli.
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  • #4482032
    AliKat3377

      Has anyone faxed over the missing insurance docs 1095 A and 8962 and gotten any updates yet?? I faxed mine 4 weeks ago and no sign of it anywhere. IRS says just wait but I am having major trust issues with the whole fax system. Like..who faxes anymore? It’s archaic. Upload portal would make more sense am I right??

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      • #4492995
        Belli

          I still do not have the offset amount refunded to me or my unemployment yet, hopefully soon though.

        • #4491858
          rere875

            @SandraA I’m hoping you are right! I will keep you posted, let me know if you see anything please.

          • #4491493
            SandraA
              @sla921

              As far as I know, my Tax Advocate states that they should refund the fees systematically.

              I also contacted TurboTax and they said the IRS should be refunding any offsets they took associated to PTC.

            • #4491488
              rere875

                @SandraA
                They took my fees from the 8962 out and today my tax advocate called me to tell me that they did not waive them and that my refund was correct, have you heard anything about yours?

              • #4491444
                Cynthia

                  I faxed my 8962 ad 1095A forms on April 5th, and I spoke with IRS in mid June. They confirmed they received it, and was told to call back in 2 weeks. I called 2 weeks later and was told they’re extremely delayed and that there’s no ETA when the refund will be issued. We’re now in July! When I check the WMR online, still shows as “still processing”.

                • #4490438
                  Bonnie

                    @Self I have dates almost identical to yours and I’m getting the same crap… need more time…. REALLY? I can’t believe what we’re being put through for something that doesn’t even apply anymore. Sooooo Frustrating

                  • #4489982
                    Self

                      Filed 2/12. No movement so I called 3/10 abd agent said I needed 8682/1095. It was faxed the same day…..notta since…my wage transcripts showed up about a week or so ago…again notta since….
                      I’ve called many times to only hear “we need more time” crap…..
                      The American people deserve better and should all sue…taxpayer bill of rights is a bunch of shit….

                    • #4489864
                      Belli

                        I checked today and no movement on mine yet so I still do not have a DDD for my refund. Yeah they better still give me the payment for the reconciliation as I over payed and am owed about 1700.00 just from the 8962. I based my application before I was laid off due to covid. @sandra I am still happy to hear that you did get your payment date.

                      • #4489858
                        SandraA
                          @sla921

                          The refund excluded the ACA 8962 Reconcile something that was waived with the March 11th Recovery Act. I filed before the law was passed on 1/30/21. They still should reimburse what they offset as there was supposed to be no PENALTY.

                        • #4489857
                          SandraA
                            @sla921

                            My Tax Advocate helped me finally get my return posted to the Master File. However, they offset the fees for the ACA for 3 months. According to my TurboTax results (updates) and the March 11th Recovery Credit they were not supposed to impose any penalties. No notices were sent. Called and h/u after waiting 30m with the IRS.

                          • #4489534
                            Belli

                              @Debblstir I just saw a post today where someone else had their wage transcript the other day and got their DDD today. Fingers crossed for you and I that we get the same news!

                            • #4489439
                              Debblstir

                                @ Belli same thing happen to me. I check my wage and that’s the only thing that’s changed. Everything else the same. Hopefully something changes for us

                              • #4489385
                                Belli

                                  I tried calling all last week and could not get through. I checked my transcripts this morning and my “wages and income” one now has information listed in it. All the others are still blank and my as of date is still March 15th. However that is the most progress I have see so far so I am hoping that the rest will update soon as well. @sla921 I am happy for you that all of yours updated and that you should be seeing a refund soon!

                                • #4489120
                                  SandraA
                                    @sla921

                                    They have my forms and posted return to Master File. As Of Date is 6-21-21. I still do not have a DDD though and my account has 570. Account has not been adjusted to credit back the recovery act penalty. However, all 2021 fields have data now. Waiting for them to issue my refund. Tax Advocate has a scheduled call back on 6/9.

                                  • #4488935
                                    Belli

                                      WOW, another 8 weeks! That is crazy, I am at my 10 week point from them receiving my 8962 forms and I am going to call today. I will let you know what they tell me. 4-5 months is ridiculous, we all need this money.

                                    • #4488932
                                      SandraA
                                        @sla921

                                        I am fuming!! I just got off the phone. IRS said has processed my 8962 docs on May 18-20.

                                        They said I had to wait additional 8 weeks to get my refund 7/27 – 6mos???? WTH … This is beyond ludicrous. They received docs 3/8. This is 4.5 mo post docs.

                                        I cannot wait until end of July. I have been processing since 2/11/2021. 8 more weeks post 5/18/21. 6.5 mo post accept. Not acceptable.!!!

                                      • #4488209
                                        Bonnie

                                          Got ahold of a person yesterday (9 weeks since faxing 8962/1095). And she had NO information at all. Just kept saying they are behind blah blah blah

                                        • #4487731
                                          Belli

                                            I called today and they told me that they are able to confirm that my paperwork (8962 and 1095A) were received. They let me know to allow a little more time to process the forms but that someone had it and was working on it. My WMR tool and transcripts have yet to update but just knowing that they actually have my paperwork is a small victory for me. After having no information for so long its a total relief that they are working on it. Fingers crossed that it will not be to much longer.

                                          • #4487658
                                            SandraA
                                              @sla921

                                              TA has not given an ETA. I have left several messages after faxing forms.

                                              I waited 2 hours on their express line and they said the TA has a scheduled call back to me on 6/9. That there were nothing else in the notes.

                                              I am going on 14 weeks waiting for a refund. This is ridiculous.

                                            • #4487656
                                              Taxes2021
                                                @taxes2021wmr

                                                Have you hear back from the TA? Did they say how long it will take?

                                              • #4487606
                                                SandraA
                                                  @sla921

                                                  Wk 13 afer accepted and Wk 9 after faxing 1095A & 8962.

                                                  Had to re-fax forms to T/A including fax confirmation

                                                  T/A received everything and per TA line they will not follow up until 6/9/21 that is 4 mnths post acceptance and 12 weeks after faxing forms to IRS. This is totally ridiculous.

                                                  I am still N/A for 2020 return and no refund. As of Date on Acct T 2020 changed to 5/31 and on 2019 return 5/10. Master file 2020 still shows no return filed. WMR – Still being processesed.

                                                • #4487565
                                                  Taxes2021
                                                    @taxes2021wmr

                                                    This is all crazy! While they trying to send refunds for unemployment taxes you would think they would get so the old refunds or the way first! This week is week 8 for me I’m pressing something comes soon my car is messing up 🤦🏽‍♀️🤦🏽‍♀️🤦🏽‍♀️

                                                  • #4487560
                                                    Bonnie

                                                      Same here. Filed in early Feb. Received a letter mid march. Faxed 8962 and 1095 on March 22nd. And nothing yet. I called them a couple of weeks ago and they said “at least 8 weeks” well, TODAY is 8 weeks since I faxed it in and of course could not get ahold of anyone. Kept saying too many callers and hung up on me

                                                    • #4487461
                                                      Taxes2021
                                                        @taxes2021wmr

                                                        No updates yet either! I did call last week and they said I was out of the adjustments department whatever that means. Don’t know how much longer it will take though and they couldn’t tell me smh! Anybody else get told that?

                                                      • #4487001
                                                        Belli

                                                          Im still waiting as well and my as of date has not changed yet at all. Im still sitting at 3-15-2021 with no changes to WMR or transcripts. No one can tell me that they have received my 8962 and 1095A forms. I just keep getting told to wait it out. I filed in January and the forms were mailed/received in March.

                                                        • #4486931
                                                          SandraA
                                                            @sla921

                                                            8962 and 1095-A were sent via fax the morning of 3/8/21. Have fax confirmation.

                                                            Account “AS OF” dates updated on 2020 to 05/03/21 and on 2019 to 05/10/21. Nothing else has changed. NOTHING…..

                                                            My 2020 Return has not been posted & still says “No Return On FIle”. Received no stimulus & had to use savings for medical expenses and increased utilities. IRS only says “WAIT” & opened a case with Tax Advocate. Had to re-fax all forms. :-(

                                                          • #4486922
                                                            Dustin

                                                              I mailed mine on 3/09. Still no movement. I spoke with agent last week who was at least honest and admitted they were still working on 2019 and that I shouldn’t expect return until September or October at the earliest…

                                                            • #4486889
                                                              Joshua
                                                                @babyj

                                                                Has anyone on here that did fax it over received their taxes? I filed in January accepted 2/12. Faxed my 1095 over March 13th. No movement on WMR and when i call i keep hearing the same thing. Give us time. How much time do you need????

                                                              • #4484801
                                                                hectic_eclectic_mama

                                                                  Still waiting for IRS to scan in my Form 8962 and 1095A.
                                                                  I spoke to the IRS last week and they weren’t very helpful. I am going to attempt a phone call again today but as of now my transcripts show no movement.

                                                                • #4484703
                                                                  Taxes2021
                                                                    @taxes2021wmr

                                                                    I saw where we don’t even have to pay back anymore due to the American Rescue Plan so we should have just been processed as is. This is crazy.

                                                                  • #4484637
                                                                    SandraA
                                                                      @sla921

                                                                      Called again today. They have the forms (8962/1095A) they said but my return is still in pending status. They said “We are experiencing delays”… No ETA on when they will finish processing my return. Ridiculous it is now 9 weeks since being accepted. 6 weeks since faxing forms. 10 weeks next Monday.

                                                                      I contacted my Congressman with this. They should process first in and first out not just let things sit there gathering dust. :-(

                                                                    • #4484622
                                                                      Taxes2021
                                                                        @taxes2021wmr

                                                                        Anybody update yet? I faxed my info mid March and nothing yet. Now we don’t even have to pay the fees anymore because of the American Rescue Plan so there shouldn’t be a hold up anymore ugh!

                                                                      • #4484338
                                                                        SandraA
                                                                          @sla921

                                                                          Faxed all info on 3/8//21 before approval of RECOVERY ACT. Still nothing on refund; filed 1/30/21 and accepted 2/11/21.

                                                                          It has been over 8 weeks since acceptance of taxes and almost 6 weeks since sending 8962/1095-A and still no refund & as of this morning transcripts still N/A. No stimulus either.

                                                                        • #4484336
                                                                          AliKat3377

                                                                            Now I hear that any money owed back on healthcare benfit overpayments are being forgiven so whats the FREAKING POINT even??

                                                                          • #4484292
                                                                            Kp

                                                                              I faxed and mailed mines as well… going on 5
                                                                              Weeks now first rep told me 6 weeks from the faxed date (3/19) now the second rep I called saying it could take up to 8-10 weeks.. at this point I’ve given up!

                                                                            • #4484244
                                                                              Lyndsay

                                                                                Can someone tell me the fax number? I mailed mine back but I will fax it too.

                                                                              • #4484198
                                                                                $Kikachu
                                                                                  @kikachu

                                                                                  @hectic_electic_mama next year????? Jeesh!! So are they just not trying to give us our refunds at all?? Wth

                                                                                • #4483891
                                                                                  hectic_eclectic_mama

                                                                                    Sent mine certified mail and IRS received it March 15th and zero movement. Called IRS 3 separate times and was told each time be that Congress removed their time limits to get stuff done. Last IRS agent said it could be another 10 weeks or next year.

                                                                                  • #4483884
                                                                                    $Kikachu
                                                                                      @kikachu

                                                                                      I faxed mine 3 weeks ago & my transcripts still says “no tax return filed” every time i speak with an irs rep they say they dont see it, but that it takes awhile for it to show up in their system, especially since a lot of their offices are closed. This is extremely frustrating honestly

                                                                                    • #4483460
                                                                                      Traci

                                                                                        Only thing updated on mine is the As of Date. From March 15th to April 26th

                                                                                      • #4483187
                                                                                        Taxes2021
                                                                                          @taxes2021wmr

                                                                                          Faxed mine also and no movement since. A portal would be much better than the old fashioned fax machine. This waiting is the worst!

                                                                                        • #4482225
                                                                                          Traci

                                                                                            Faxed mine almost 4 weeks ago, don’t even know if they received it. Accepted on 2/11, this wait game is getting on my nerves too.

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