Get the up-to-date form 8962 2017-2025 now

Show details

4.3 out of 5

140 votes

Form 8962 is used to calculate and claim the Premium Tax Credit (PTC) for taxpayers who have health insurance coverage through the Health Insurance Marketplace. It requires information on household income, family size, and applicable premiums to determine eligibility and the amount of credit. The form also includes sections for reconciling advance payments of the PTC and allocating policy amounts if shared with another taxpayer.

Here's how it works

01. Edit your 2017 form 8962 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send 8962 form 2017 via email, link, or fax. You can also download it, export it or print it out.

The fastest way to redact Form 8962 2017 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for changing your forms online. Adhere to this straightforward guide to redact Form 8962 2017 in PDF format online at no cost:

Sign up and sign in. Create a free account, set a strong password, and proceed with email verification to start working on your templates.
Upload a document. Click on New Document and select the file importing option: upload Form 8962 2017 from your device, the cloud, or a secure URL.
Make adjustments to the template. Utilize the top and left panel tools to edit Form 8962 2017. Insert and customize text, images, and fillable areas, whiteout unnecessary details, highlight the important ones, and comment on your updates.
Get your documentation completed. Send the sample to other people via email, create a link for faster document sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail included.

Try all the benefits of our editor right now!

See more form 8962 2017 versions

We've got more versions of the form 8962 2017 form. Select the right form 8962 2017 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (59 Votes)
2022	4.3 Satisfied (49 Votes)
2021	4.8 Satisfied (181 Votes)
2020	4.2 Satisfied (59 Votes)
2019	4.4 Satisfied (243 Votes)
2018	4.3 Satisfied (157 Votes)
2017	4.3 Satisfied (140 Votes)
2016	4.4 Satisfied (107 Votes)
2015	4.1 Satisfied (46 Votes)
2014	4 Satisfied (29 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens if I dont reconcile my premium tax credit?

If you dont reconcile, you wont be eligible for advance payments of the premium tax credit or cost-sharing reductions to help pay for your Marketplace health insurance coverage for the following calendar year.

What is a net PTC?

Also, for all tax years, if APTC is paid on your behalf but your Premium Tax Credit is more than the APTC, you have net PTC. To claim a net PTC, you must file a Form 8962 and attach it to your federal income tax return for the year.

Do you have to pay back a premium tax credit for health insurance?

If at the end of the year youve taken more premium tax credit in advance than youre due based on your final income, youll have to pay back the excess when you file your federal tax return. If youve taken less than you qualify for, youll get the difference back.

How do I allocate on form 8962?

Check the box indicating your need to allocate the policy amounts at the top of the screen. Enter the policy number, allocation start and end months, and percentages for the monthly amounts. Continue through the remaining Health Insurance questions.

How do you reconcile 8962?

To reconcile, you compare two amounts: the premium tax credit you used in advance during the year; and the amount of tax credit you qualify for based on your final income. Youll use IRS Form 8962 to do this. If you used more premium tax credit than you qualify for, youll pay the difference with your federal taxes.

2017 8962

2017 Form 8962 instructions Form 8962 2017 pdf How to fill out form 8962 2017 2018 Form 8962 Form 8962 2017 download Form 8962 2023 IRS Form 8962 for 2022 Form 8962 instructions PDF

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is shared policy allocation on form 8962?

A shared policy occurs when a qualified health plan has been purchased from the Marketplace or from a state health care exchange and it covers at least one individual on the tax return and at least one individual not on the tax return.

How do I fix form 8962?

Beginning with tax year 2021, a return that ought to include Form 8962 simply rejects. To resolve the reject, the taxpayer needs to do one of two things: Give the preparer the Form 1095-A(s) they received from the Health Insurance Marketplace so that the preparer can complete Form 8962.

How do I add Form 8962?

If you filed your taxes without Form 8962, but need to include it, dont amend your return. Wait until the IRS sends you a notice requesting the form. If you received a notice from the IRS requesting Form 8962, youll have to add a Form 1095-A to your return in TurboTax, print Form 8962, and mail it to the IRS.

Get the up-to-date form 8962 2017-2025 now

Here's how it works

The fastest way to redact Form 8962 2017 online

See more form 8962 2017 versions

Complete this form in 5 minutes or less

Got questions?

What happens if I dont reconcile my premium tax credit?

What is a net PTC?

Do you have to pay back a premium tax credit for health insurance?

How do I allocate on form 8962?

How do you reconcile 8962?

Complete this form in 5 minutes or less

People also ask

What is shared policy allocation on form 8962?

How do I fix form 8962?

How do I add Form 8962?

2017 irs form 8962

Try more PDF tools