IRS Letter 12C Hold Resolution Suite

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Set representative properties and establish accurate tax numbers instantly. Form 2848 and Form 8962 will adjust automatically.

Taxpayer Profile (Joshua Eugene Newton)

Full Name

Mailing Address

SSN

Phone Number

IRS Identity Protection PIN (IP PIN)

Authorized Representative (Mary Newton)

Representative Name

Address

Relationship / Title

Designation Code

CAF No.

State Jurisdiction

Form 1095-A Annual Totals & Premium Calculation Factors

Annual Premiums (Col A)

Annual SLCSP (Col B)

Annual Advance APTC (Col C)

Tax Family Size (Household size)

Estimated Household Modified AGI

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Taxpayer (Joshua Newton) Signature

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Representative (Mom) Signature

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Cover Sheet Loaded: This is a formal response letter to accompany your completed IRS tax documents. All of your taxpayer details, rep details, and signatures are synced from Step 1.

Joshua Eugene Newton

106 Center St S, Birmingham, AL 35205

Phone: 205-401-1124

TO: Internal Revenue Service (SP Rejects)

DATE: June 7, 2026

FAX: 855-204-5020

REF: Response to Letter 12C Notice

TAXPAYER: Joshua Eugene Newton

SSN: 424-33-1399

TAX YEAR: 2024

IRS IDENTITY PIN: 240221

Department of the Treasury,

I am submitting this comprehensive packet in response to your **Letter 12C** regarding my **2024 Individual Income Tax Return (Form 1040)**. The processing of this return was held pending submission of a completed **Form 8962 (Premium Tax Credit)** and my **Form 1095-A (Health Insurance Marketplace Statement)**.

Additionally, I have enclosed a fully executed **Form 2848 (Power of Attorney)** designating my representative, **Mary Newton**, with the authority to correspond with the IRS and act on my behalf to ensure that this processing hold is resolved rapidly.

Enclosed Documentation:

Form 8962 (Premium Tax Credit), fully reconciled using the annual totals from my Form 1095-A.
A photocopy of my Form 1095-A showing total annual payments of $6,066.39.
Form 2848, appointing my representative for Individual Income Tax Form 1040 (Tax Year 2024).
My verified IRS-issued **Identity Protection PIN (IP PIN) 240221** for instant account authorization.

Please update my tax record, release the Letter 12C hold, and expedite any outstanding refund. If any further information is needed, please contact me or my authorized representative immediately.

Sincerely,

Taxpayer Signature

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Joshua Eugene Newton Taxpayer

Representative Signature

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Mary Newton Authorized Representative

Form 2848 Replica: Form 2848 establishes authority for your representative. It is configured with your 2024 Form 1040 tax matter authorization.

Form 2848 (Rev. January 2021)

Department of the Treasury
Internal Revenue Service

Power of Attorney

and Declaration of Representative

Go to www.irs.gov/Form2848 for instructions and information.

OMB No. 1545-0150 For IRS Use Only

Received by: ____________

Part I - Power of Attorney Caution: Complete separate Form 2848 for each taxpayer.

1 Taxpayer Information

Joshua Eugene Newton

106 Center St S, Birmingham, AL 35205

Taxpayer ID Number (SSN/EIN) 424-33-1399

Daytime Telephone 205-401-1124

2 Representative Information

NAME & ADDRESS Mary Newton 106 Center St S, Birmingham, AL 35205

CAF NO. First Time (Leave Blank)

TELEPHONE 205-401-1124

3 Acts Authorized (Individual income tax resolution)

Description of Matter

Tax Form Number

Year(s) or Period(s)

Individual Income Tax (12C Verification)

1040

2024

4 Specific use not recorded on Centralized Authorization File (CAF). Check if POA is for a specific use not on CAF. [ ]

5a Additional acts authorized.

[ ] Access records via Intermediate Service Provider

[x] Authorize disclosure to third parties

[x] Substitute or add representative(s)

[ ] Sign a tax return

6 Retention/revocation of prior power(s) of attorney. By filing this power of attorney, you revoke all prior powers of attorney on file with the IRS for the same matters and years. Check if you do not want to revoke prior POAs [ ].

7 Signature of Taxpayer.

If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, or trustee on behalf of the taxpayer, I certify that I have the legal authority to execute this form.

Taxpayer Signature

[Unsigned]

Date Signed

June 7, 2026

Print Name / Title

Joshua Eugene Newton

Part II - Declaration of Representative

Under penalties of perjury, I declare that I am not currently under suspension or disbarment; that I am aware of regulations in Circular 230; and that I am authorized to represent the taxpayer(s) identified in Part I.

Designation Code

Jurisdiction (State)

Representative Signature

Date Signed

Code: F (Mother)

[Unsigned]

June 7, 2026

Form 8962 Premium Tax Credit Reconciliation: This form calculates whether your Marketplace premiums match your income. Line 11 incorporates your annual totals ($6,066.39).

Form 8962 (2024)

Department of the Treasury
Internal Revenue Service

Premium Tax Credit (PTC)

Attach to Form 1040, 1040-SR, or 1040-NR.

Go to www.irs.gov/Form8962 for instructions.

OMB No. 1545-0074

Name shown on return: Joshua Eugene Newton

SSN: 424-33-1399

Part I - Annual and Monthly Contribution Amount

1 Tax family size. Enter the number from your Form 1040, line 6d

2a Modified AGI. Enter your modified adjusted gross income

$22,000

3 Household income. Add the amounts on lines 2a and 2b

$22,000

4 Federal Poverty Line (FPL). Enter guidelines amount for your family size

$14,580

5 Household income as a percentage of federal poverty line

151%

7 Applicable Figure. From the table in your instructions, enter figure

0.0000

8a Annual contribution amount. Multiply line 3 by line 7

Part II - Premium Tax Credit Claim and Reconciliation

Line 11 Annual Calculation: Complete line 11 ONLY if you can reconcile for the entire year using your Form 1095-A annual totals.

(a) Annual Premium (Col A)

(b) Annual SLCSP (Col B)

(d) Max Assistance (b - c)

(e) PTC Allowed (lesser of a/d)

(f) APTC Paid (Col C)

$6,066.39

$0.00

$6,066.39

Line 24 Net Premium Tax Credit: If line 11(e) is greater than 11(f), enter difference.

$0.00

Line 26 Repayment of Excess Advance Premium Tax Credit: If line 11(f) is greater than 11(e), enter difference.

$0.00

Form 8962 generated on behalf of taxpayer Joshua Eugene Newton (IP PIN: 240221) for Marketplace Healthcare reconciliation.