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Click 'Get Form' to open the 2023 Form 8962 Premium Tax Credit (PTC) in the editor.
Begin by entering your name and social security number as shown on your tax return. Ensure accuracy to avoid processing delays.
In Part I, input your tax family size and modified AGI. Add any dependents' modified AGI for a complete household income calculation.
Refer to the federal poverty line table to determine your applicable figure and calculate your annual contribution amount based on household income.
Proceed to Part II, where you will compute your annual and monthly premium tax credit based on enrollment premiums and applicable SLCSP premiums.
If applicable, complete Part IV for policy amounts allocation or Part V for alternative calculations related to marriage.
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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 if I forgot to file 8962?

You must include Form 8962 when you file. If you filed a federal income tax return for [2 years ago], but didnt include Form 8962, you might need to file an amended federal income tax return (IRS Form 1040X). Visit IRS.gov/affordable-care-act or call the IRS at 1-866-682-7451, ext.

Who is eligible for the PTC?

To be eligible to receive the PTC, individuals must meet the following criteria: file federal income tax returns; enroll in a plan through an individual exchange; have annual household income at or above 100% of the federal poverty level (FPL)5 for tax year 2025;6 and.

What is the IRS PTC rate for 2023?

The 2023 reference price is 3.74 cents per kilowatt hour, which is 0.99 cents more than the 2022 figure.

What is the PTC form 8962 for 2023?

Use Form 8962 to reconcile your premium tax credit compare the amount you used in 2023 to lower your monthly plan premium with the actual premium tax credit you qualify for based on your final 2023 income. Any difference will affect your refund or tax owed.

2023 form 8962

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