IRS Rejection: e-File Database indicates that Form 8962 or binary attachment must be present.

IRS Rejection: The e-File Database indicates that Form 8962 or binary attachment with description containing ACA Explanation must be present in the return.

RuleNumber: F8962-070

Possible reason for rejection:

• Taxpayers placed applications through the Health Insurance Marketplace but never actually received advance payments during the tax year.
• Medicare/Medicaid recipients may also have the flag present at the IRS database.

Resolution

1. If the taxpayer received a 1095-A, use the questionnaire on the Client Data Screen to input required data on the worksheet. This will generate the required 8962. 
2. If the taxpayer did not receive a 1095-A, they must provide a signed statement in the Binary Attachment section at the bottom of Form 1040. 
3. Use the import or scan document buttons to attach the required PDF statement. Important Note: The file must be in PDF format before attaching to this section. 
4. Once the file is attached, fill in the Description section. Click Ok.
5. The Binary attachment is then added to the 1040 Federal Tax return.
   KB 305: How to Send Binary Attachments to The IRS
   

Related topics from IRS.gov
About Form 8962, Premium Tax Credit
How to correct an electronically filed return rejected for a missing Form 8962 

Article ID: 945
Created: Fri, Jan 27, 2023
Last Updated: Fri, Mar 10, 2023

Online URL: //kb.erosupport.com/article-945.html