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8962 2018 instructions

Form 8962 instructions 2018-2025

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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 2018. It outlines eligibility criteria, necessary forms such as Form 1095-A, and specific guidelines for reporting changes in circumstances that may affect APTC. The document also includes information on how to handle situations involving married taxpayers, divorced individuals, and those with dependents, along with reminders about common mistakes to avoid when filling out the form.

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Why is the IRS asking for 8962?

You must file a Form 8962 with your federal income tax return if you received an advanced premium tax credit (APTC) through the Marketplace during the previous year in order to reconcile your estimated and actual income for the year.

What is form 8962 requirement?

Advance payment of the premium tax credit (APTC). If APTC was paid for you or an individual in your tax family, you must file Form 8962 to reconcile (compare) this APTC with your PTC. If the APTC is more than your PTC, you have excess APTC and you must repay the excess, subject to certain limitations.

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.

How do I know if I need form 8962?

If APTC was paid for you or an individual in your tax family, you must file Form 8962 to reconcile (compare) this APTC with your PTC. If the APTC is more than your PTC, you have excess APTC and you must repay the excess, subject to certain limitations.

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

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.

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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.

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.

Why is the IRS asking me for form 8962?

For tax years other than 2020, if you have APTC in any amount, you must file a Form 8962, and attach it to your federal income tax return for that year. You will use Form 8962 to reconcile the difference between the APTC made on your behalf and the actual amount of the credit that you may claim on your return.

Form 8962 instructions 2018-2025

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