Federal Form 8962 (Premium Tax Credit) - TaxFormFinder-2025

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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, tax family size, and applicable premiums to determine the amount of credit eligible. The form also includes sections for reconciling advance payments of the PTC and provides options for allocating policy amounts among multiple taxpayers or using alternative calculations for married couples.

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How can I get a copy of my form 8962?

Where Do I Get Form 8962? Form 8962 is available on the IRS website and is free to download. If youre filing taxes using electronic tax filing software, this form should be generated for you as you navigate through the programs questionnaire format.

How to get form 8962 from marketplace?

Covered California will send IRS Form 1095-A Health Insurance Marketplace Statement to all enrolled members. It is used to fill out IRS Form 8962 Premium Tax Credit as part of your federal tax return.

What is form 8962 premium tax credit for?

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.

How do you calculate the premium tax credit?

Calculation of the Federal Advance Premium Tax Credit The APTC equals the difference between (1) the cost of the second-lowest cost silver plan available to you (based on your age, family size, and county of residence) and (2) the maximum amount you are expected to pay towards your health insurance premiums.

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.

8962 form 2022

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How to fill out 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.

How do I fill out 8962 for dummies?

0:29 2:29 And 10. In line 11 fill the annual totals in the table. In lines 12 through 23 fill out the monthlyMoreAnd 10. In line 11 fill the annual totals in the table. In lines 12 through 23 fill out the monthly amounts under each column indicate the total tax premium credit on line 24.

Will I get money if I file the 8962 form premium tax credit?

To claim a net PTC, you must file a Form 8962 and attach it to your federal income tax return for the year. Claiming a net PTC will lower the amount of tax you owe or increase your refund to the extent it is more than the amount of tax you owe.

Federal Form 8962 (Premium Tax Credit) - TaxFormFinder-2025

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What two amounts does the 8962 form calculate?

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