2014 form 8962-2025

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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 family size, modified adjusted gross income, and federal poverty levels to determine eligibility for the credit. The form also includes sections for reconciling advance payments of the PTC and handling shared policy allocations or 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 at the top of the form. Ensure this matches your tax return.
In Part 1, enter your family size based on exemptions from your tax return. Then, input your modified AGI and household income.
Next, determine the federal poverty line for your family size and check the appropriate box for your state.
Calculate the percentage of household income relative to the federal poverty line and answer whether it's less than or equal to 400%.
Proceed to Part 2 to compute your annual premium tax credit using information from Form(s) 1095-A.
Complete any shared policy allocations if applicable in Part 4, then finalize by reviewing all entries for accuracy.
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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can TurboTax help me fill out form 8962?

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 2024. You or someone on your tax return received advance payments of the Premium Tax Credit.

Where can I get form 8862?

Go to .irs.gov/Form8862 for instructions and the latest information. You must complete Form 8862 and attach it to your tax return to claim the EIC, CTC/RCTC/ACTC/ODC, or AOTC if both of the following apply.

Is form 8962 free?

Any of the IRS Free File options or My Free Taxes will cover this for free if your AGI is under the limits. If your AGI is $73k or over, I like FreeTaxUSA or Tax Hawk.

How do I get a copy of my 8962 form online?

From within your TaxAct Online return, click Print Center in the left column. Check the box to the left of Federal Form 8962. You may need to scroll down in the section to locate the item. Click Print and then click the PDF link.

Why is the IRS asking me for form 8962?

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.

what is a 8962 tax form

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How do I get my covered California tax form?

If you chose email as your communication preference, you will receive an email that your tax forms are available to access through your Covered California secured mailbox. You will need to sign in to your account to download and print your forms.

Why was my tax return rejected because of form 8962?

A1. Your electronic return was rejected because IRS records show that APTC was paid to your Marketplace health insurance company on behalf of you or another member of your family, and you are required to complete Form 8962 and include it with your return to reconcile the APTC with the PTC you are allowed.

What is tax form 8962 used for?

Form 8962, Premium Tax Credit Use IRS Form 8962 to find out if you used the right amount of premium tax credit during the year. Use the form to compare the advance amount you use to the amount you qualify for based on your final income. If you used too much, youll repay it via taxes.