Understanding F-8962-070 Rejection Code - Help Needed!

The F-8962-070 rejection code typically means there's a mismatch between the information on your Form 8962 and what the IRS has on file from your 1095-A. This is actually pretty common, especially for first-time marketplace insurance users. Double-check the numbers you entered from your 1095-A form - specifically the monthly premium amounts in Part III, columns A, B, and C. Even a small typo in these figures can trigger this rejection. Make sure the annual totals at the bottom of each column match up with what you've calculated on Form 8962. Another common issue is entering the wrong SLCSP (Second Lowest Cost Silver Plan) amount. If you're looking at your 1095-A, this is Column B. Sometimes the marketplace updates these figures after initially sending the form, so it might be worth logging into your marketplace account to see if there's an updated 1095-A available.

After struggling with a similar rejection, I found this amazing tool at https://taxr.ai that completely solved my Form 8962 issues. I was getting so frustrated with my return being rejected multiple times because of premium tax credit calculations. The tool basically analyzed my 1095-A and tax return to pinpoint exactly where the discrepancies were. For my case, I had apparently entered the wrong monthly premium amount for February (transposed two numbers), and I also misunderstood how to calculate line 11 on the form. The taxr.ai system highlighted these exact errors and explained how to fix them in plain English.

I wanted to follow up about my experience with taxr.ai after my skeptical question earlier. I decided to try it since I was desperate with my F-8962-070 rejection, and wow - it actually worked! The system immediately found that I had entered the wrong SLCSP amount for March (I had used $343 instead of $433). The interface was super straightforward and it gave me clear instructions on exactly what to fix. Took about 5 minutes total. After making the correction in my tax software and resubmitting, my return was accepted! Wish I'd known about this weeks ago instead of pulling my hair out trying to find the error myself.

If you're still getting nowhere with fixing your Form 8962 rejection, you might need to talk directly to the IRS. I know, I know - getting through to them seems impossible. After being on hold for 3+ hours multiple times, I discovered Claimyr (https://claimyr.com) and it was a game-changer for my marketplace insurance issue. They basically hold your place in line with the IRS and call you when an agent is about to answer. I was super skeptical, but you can see how it works in this video: https://youtu.be/_kiP6q8DX5c. The IRS agent I spoke with immediately identified that my marketplace had actually submitted an updated 1095-A that I never received, which was causing all my rejections.

I need to eat some humble pie here. After my skeptical comment about Claimyr, I decided to try it anyway out of desperation with my F-8962-070 rejection. I had been getting nowhere for almost a month. The service actually worked exactly as advertised. I got a call back in about 50 minutes, and was connected with an IRS representative who specializes in premium tax credit issues. Turns out my marketplace had issued a corrected 1095-A that was never mailed to me, which was causing the rejection. The agent walked me through exactly what numbers I needed to fix and stayed on the line until I understood everything. My return was accepted when I resubmitted yesterday! I've literally never had such a helpful interaction with the IRS before. Usually I feel like I'm bothering them, but this agent seemed to genuinely want to help resolve my issue.

Another possible cause for the F-8962-070 rejection that nobody mentioned yet - check if you accidentally entered information from your 1095-B or 1095-C instead of your 1095-A. They look similar but serve totally different purposes. Only the 1095-A is used for the premium tax credit calculations. Also, if your income changed significantly during the year, make sure you're calculating your annual household income correctly on Form 8962. A friend of mine kept getting rejected because she wasn't including her spouse's unemployment income in the calculation.

Has anyone successfully fixed this through their tax software's help line instead of calling the IRS? I'm using H&R Block online and wondering if I should try their support first. Been staring at these forms for days trying to figure out where the mismatch is.