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Click ‘Get Form’ to open the 2020 Form 8962 in the editor.
Begin by entering your personal information in the top section, including your name and Social Security number. Ensure accuracy as this data is crucial for processing.
Move to Part I, where you will report your annual premium tax credit. Use the National Average Bronze Plan Premium (NABPP) Table for accurate figures related to Line 7.
In Part II, calculate your premium tax credit based on your household income and family size. Refer to the instructions provided within the form for specific calculations.
Finally, review all entries for completeness and accuracy before submitting. Utilize our platform’s features to save and share your completed form easily.

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What documents do I need to file form 8962?

Form 1095-A, Health Insurance Marketplace Statement Youll need it to complete Form 8962, Premium Tax Credit. Get a quick overview of health care tax Form 1095-A when youll get it, what to do if you dont, how to know if its right, and how to use it. Get a sample 1095-A (PDF, 480 KB).

Why do I have to pay to file form 8962?

Youll need to use Tax Form 8962 to determine your eligibility for the PTC. If you use more of the PTC than your final taxable income allows, you may need to repay the difference when you file your taxes, but if you use less than you qualify for, you may receive the difference as a refundable credit on your return.

Why is the IRS asking me for form 8962?

Premium tax credit (PTC). The credit provides financial assistance to pay the premiums for the qualified health plan offered through a Marketplace by reducing the amount of tax you owe, giving you a refund, or increasing your refund amount. You must file Form 8962 to compute and take the PTC on your tax return.

What if I forgot to file 8962?

You must include Form 8962 when you file. If you filed a federal income tax return for [2 years ago], but didnt include Form 8962, you might need to file an amended federal income tax return (IRS Form 1040X). Visit IRS.gov/affordable-care-act or call the IRS at 1-866-682-7451, ext.

Why was my tax return rejected because of form 8962?

A1. Your electronic return was rejected because IRS records show that APTC was paid to your Marketplace health insurance company on behalf of you or another member of your family, and you are required to complete Form 8962 and include it with your return to reconcile the APTC with the PTC you are allowed.

2020 form 8962

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