SRP and F8962 not Calculating in Return on 3/9/2017 — Follow up Information

03/17/2017:  We are still working on a method of distribution for the identified pool of impacted returns.

03/15/2017:  As a point of clarification, the information in this post is specific to the SRP and 8962 NOT calculating in the returns from March 9th at 7:00 AM – Friday at 5:00 AM.  During this period, if SRP should have been in the return, it was showing as zero on the PDF and if a 1095A was in the return, the 8962 was not generated in the PDF and any corresponding PTC was showing as zero on the PDF.

03/14/2017 — We have identified the pool of potential returns that were impacted by this issue.  We will work with the IRS Core team on a method of distribution.  We are also working with the IRS CORE team to understand how IRS Processing is handling these returns.  As we learn information we will pass the information along to help make informed decisions on how to handle each situation.

3/10/2017 – 7:45am – The issues with SRP not being applied to applicable returns and the 8962 not generating in applicable return PDF’s have been resolved. If you were holding impacted returns, you may now e-file at this time. We recommend reviewing these returns prior to submission to ensure the return is accurate. We apologize for the inconvenience.

3/9/2017 – 3:00pm – We anticipate having both of the issue below resolved tomorrow morning. Please hold these returns until this post is marked as resolved.

Our development team is currently reviewing reported issues with the Health Insurance menu.

  • Shared Responsibility Payment not calculating: If a return should be subject to the Shared Responsibility Payment, it is not being applied to the return.
  • Form 8962 not calculating: If a return has completed the 1095-A within the Health Insurance menu, Form 8962 is not generating in the PDF.

We will provide more updates here as additional information becomes available.

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