Form 8962 2017-2025

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Form 8962 is used to calculate and claim the Premium Tax Credit (PTC) for individuals filing their tax returns. It requires information on household income, family size, and applicable premiums to determine eligibility and the amount of credit. The form includes sections for annual and monthly calculations, reconciliation of advance payments, allocation of policy amounts, and alternative calculations for married couples.

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Click 'Get Form' to open it in the editor.
Begin by entering your name and social security number as shown on your tax return. Ensure accuracy to avoid processing delays.
In Part I, input your tax family size and modified AGI. Add any dependents' modified AGI to calculate your household income.
Refer to the federal poverty line table and check the appropriate box based on your state. Calculate your household income as a percentage of this line.
Proceed to Part II if you are not eligible for the Premium Tax Credit (PTC). If eligible, compute your annual contribution amount using the provided formulas.
Complete Part III if you need to report any excess advance payments of PTC. Follow instructions carefully for accurate reporting.
Finally, review all entries for accuracy before printing, downloading, or sharing the completed form directly from our platform.

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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)

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What do I need to complete 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.

What are common mistakes when filing form 8962?

Common mistakes include missing household income, failing to reconcile credits with Form 1095-A, and inaccurate income estimates. If navigating tax credits feels complex, the Tax Hardship Center can offer expert assistance, helping you resolve issues related to Form 8962 and IRS notices.

Why am I being asked to fill out an 8962 form?

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.

Who is not required to file form 8962?

If you paid full price and are sure you dont qualify for the premium tax credit. You dont have to fill out or include Form 8962, Premium Tax Credit, when you file your federal taxes.

2017 8962

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Where can I file form 8962 for free?

Form 8962 helps determine if you owe any additional tax credits or if youll get a refundable credit. The Internal Revenue Service (IRS) website offers a free download of Form 8962, which you can file electronically or with a paper tax return.

What do I need to fill out form 8962?

You will need Form 1095-A to complete Form 8962. The Marketplace uses Form 1095-A to report certain information to the IRS about individuals who enrolled in a qualified health plan through the Marketplace.

Can I file my taxes without form 8962?

You still need to include Form 8962 with your tax return. Have to resubmit your 2024 tax return if you filed electronically but it was rejected for a missing Form 8962. Youll need to complete Form 8962 or an explanation for why youre missing the form, and attach it when you refile.