Support Centerefile rejection: F8962-063 in an Individual return using SureFire.
🔍 efile rejection: F8962-063 in an Individual return using SureFire
This guide explains why you may see this efile rejection and how to resolve it in SureFire.
⚠️ What the Rejection Means
Rejection text: At least one of the following must have a non-zero value on Form 8962: 'AnnualPremiumAmt' or 'AnnualPremiumSLCSPAmt' or 'AnnualAdvancedPTCAmt' or 'MonthlyPremiumAmt' or 'MonthlyPremiumSLCSPAmt' or 'MonthlyAdvancedPTCAmt'./efile:Return/efile:ReturnData/efile:IRS8962.
📊 Step-by-Step Guide
Use this when you need to understand and fix an efile rejection related to Form 8962.
Step 1: Confirm why the error is happening
This error occurs when the form 8962 is included in the return but there is no information on it.
Most likely, the taxpayer did not receive insurance through the Marketplace, but the selection was made on the top of the ACA worksheet in SureFire.
Step 2: Open the ACA Worksheet
Open the ACA Worksheet Pg 1.
Step 3: Update the Marketplace selection
Select “No” to the question: “Did the taxpayer …”
✅ Resolution
After updating the ACA worksheet selection on Pg 1, the return should no longer include Form 8962 information that results in the F8962-063 rejection.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: reject,federal