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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 and the latest information.
You must file Form 8962 with your income tax return (Form 1040, 1040-SR, or 1040-NR) if any of the following apply to you.
Information about Form 8962, Premium Tax Credit, including recent updates, related forms and instructions on how to file. Form 8962 is used either (1) to reconcile a Premium Tax Credit advanced payment toward the cost of a health insurance premium, or (2) to claim a Premium Tax Credit.
This form includes details about the Marketplace insurance you and household members had in 2023. You’ll need it to complete Form 8962, Premium Tax Credit. Get a quick overview of health care tax Form 1095-A — when you’ll get it, what to do if you don’t, how to know if it’s right, and how to use it.
You'll have to report the excess amount on your 2023 tax return by filing Form 8962, Premium Tax Credit (PDF, 110 KB). Find instructions for Form 8962. Get a refund or lower the amount of taxes you owe if you used less of the premium tax credit you qualified for or got an increase in the premium tax credit when you reconciled.
Get your Form 1095-A. Print Form 8962 (PDF, 110 KB) and instructions (PDF, 348 KB). Use the information from your 1095-A form to complete Part II of Form 8962.
Use Form 8962 to figure the amount of your premium tax credit (PTC) and reconcile it with advance payment of the premium tax credit (APTC).
A. 8962 If you, or your spouse (if filing a joint return), received, or were approved to receive, unemployment compensation for any week beginning during 2021, check the box.
IRS Form 8962 - Calculate Your Premium Tax Credit (PTC) People who buy health insurance through HealthCare.gov or a State Marketplace must file IRS Form 8962 to claim the Premium Tax Credit.
Filing Form 8962 correctly is essential for individuals who received advance payments of the premium tax credit or want to claim the credit on their tax returns. By following these step-by-step instructions, you can accurately complete Form 8962 and reconcile your premium tax credit.