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Form 8962 instructions

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The document provides detailed instructions for completing Form 8962, which is used to calculate the Premium Tax Credit (PTC) and reconcile it with any Advance Payment of the Premium Tax Credit (APTC) received for health insurance coverage purchased through a Health Insurance Marketplace in 2019. It outlines eligibility criteria, necessary forms, reporting changes in circumstances, and specific calculations required to determine the amount of PTC. The document also includes guidance on how to handle situations involving multiple tax families, changes in household income, and special cases such as domestic abuse or spousal abandonment.

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What happens if I dont fill out form 8962?

Taxpayers who are required to reconcile APTC and who file on paper but do not include Form 8962 will generally receive letters from the IRS. Because business rule F8962-070 only applies to electronically filed returns, these paper-filed returns will be accepted and the IRS will generally follow up by mail.

What two amounts does the 8962 form calculate?

You must file Form 8962 to compute and take the PTC on your tax return. Advance payment of the premium tax credit (APTC). APTC is a payment during the year to your insurance provider that pays for part or all of the premiums for a qualified health plan covering you or an individual in your tax family.

Does TurboTax automatically fill out form 8962?

TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A. You have to include Form 8962 with your tax return if: You qualified for the Premium Tax Credit in 2024. You or someone on your tax return received advance payments of the Premium Tax Credit.

How to fill out form 8962 step by step?

Filling out Form 8962: A Step-by-Step Guide Step 1: Gather the necessary documents. Step 2: Complete Part I - Annual and Monthly Contribution Amount. Step 3: Calculate the premium tax credit in Part II. Step 4: Compare advance credit payments. Step 5: Complete Parts IV and V. Step 6: Double-check and submit.