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What is a 8962 form used for?

Use Form 8962 to: Figure the amount of your premium tax credit (PTC). Reconcile it with any advance payments of the premium tax credit (APTC).

Why is the IRS asking me for form 8962?

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.

What is a 8963 tax form?

This form allows insurance providers to report net premiums written for health insurance of United States health risks. The information reported will be used by the IRS to calculate the annual fee on health insurance providers.

How does form 8962 affect tax return?

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.

Who must file form 8941?

Eligible small employers use Form 8941 to figure the credit for small employer health insurance premiums for tax years beginning after 2009. For tax years beginning after 2013, the credit is only available for a 2 consecutive tax year credit period.

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What happens if I dont file form 8962?

What if I file but dont include Form 8962? For any year when you received advanced premium tax credits, you are required to file a federal income tax return, including Form 8962. If you fail to do this it is called failure to reconcile you may be unable to apply for premium tax credits for the following year.

Who needs to fill out form 8962?

Form 8962 is a form you must file with your federal income tax return for a year if you received an advanced premium tax credit through the Marketplace during that year.

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What is a 8962 form used for?

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