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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.
The IRS needs the information on Form 8962 to process the tax return for taxpayers claiming a net PTC. If you have net PTC and receive a letter asking for more information, you should respond to the letter so that the IRS can finish processing your 2020 tax return and, if applicable, issue any refund due.
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.
TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A. You have to include Form 8962 with your tax return if: You qualified for the Premium Tax Credit in 2023. You or someone on your tax return received advance payments of the Premium Tax Credit.
Click Form 8962 to view the print PDF or to view it in forms view. Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.
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Taxpayers whose electronically filed return is rejected because the Form 8962 is not attached should review their health insurance records, including Form 1095-A, Health Insurance Marketplace Statement.

what is form 8962