If you receive Letter 5858 or 5862, you are being reminded to file your 2015 federal tax return along with Form 8962, Premium Tax Credit. The letter encourages you to file within 30 days of the date of the letter to substantially increase your chances of avoiding a gap in receiving assistance with paying Marketplace health insurance coverage in 2017.
Here’s what you need to do if you received a 5858
- Read your letter carefully.
- Review the situation to see if you agree with the information in the letter.
- Use the Form 1095-A that you received from your Marketplace to complete your return. If you need a copy of your Form 1095-A, log in to your HealthCare.gov or state Marketplace account or call your Marketplace call center.
- File your 2015 tax return with Form 8962 as soon as possible, even if you don’t normally have to file.
- If you have already filed your 2015 tax return with Form 8962, you can disregard the letter.
- Read your letter carefully.
- Review the situation to see if you agree with the information in the letter.
- Use the Form 1095-A that you received from your Marketplace to complete Form 8962. If you need a copy of your Form 1095-A, log in to your HealthCare.gov or state Marketplace account or call your Marketplace call center.
- File your 2015 tax return with Form 8962 as soon as possible, even though you have an extension until October 17, 2016, to file.
- If you have already filed your 2015 tax return with Form 8962, please disregard this letter.