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Credits & Deductions | Credits | August 1, 2025

How to report Health Insurance forms

During the construction process, one of the required entry pages in your return is the Health Insurance and Miscellaneous Items page. This page only asks to confirm whether you received Form 1095-A for Health Insurance Marketplace Statement. This is the only health insurance form required to be added to the federal filing. Some states may require other health insurance information be reported on the state return pages.

IMPORTANT: If you received Form 1095-B or 1095-C, you will not include this information on the Federal tax return. These are informational only.

If you received Form 1095-A, you can report this information by:

  1. Entering your return, select Health Insurance and Miscellaneous Items located under Forms In Return.

  2. Select Yes to the Exchange Provided Health Coverage in 2025 entry.

*IMPORTANT: Form 8962 will only be included if the applicable answer is selected on this page. This is true even if the Form has been added and completed.

  1. Complete the Form 8962 Premium Tax Credit page that will be generated. This is where you will enter Form 1095-A information.

If Form 8962 Premium Tax Credit does not generate automatically, go back to step 2 and make sure you selected Yes to the Exchange Provided Health Coverage question. The form only appears when that answer is set to Yes.

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