Get the up-to-date form 8962 for 2016-2025 now

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Form 8962 is used to calculate and claim the Premium Tax Credit (PTC) for individuals filing their tax returns. It requires information about household income, family size, and applicable premiums to determine eligibility for the PTC. The form includes sections for annual and monthly contribution amounts, reconciliation of advance payments, allocation of policy amounts, and alternative calculations for married couples. It is essential for taxpayers who received advance payments of the PTC to accurately report their credit or any excess payments.

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Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (59 Votes)
2022	4.3 Satisfied (49 Votes)
2021	4.8 Satisfied (181 Votes)
2020	4.2 Satisfied (59 Votes)
2019	4.4 Satisfied (243 Votes)
2018	4.3 Satisfied (157 Votes)
2017	4.3 Satisfied (140 Votes)
2016	4.4 Satisfied (107 Votes)
2015	4.1 Satisfied (46 Votes)
2014	4 Satisfied (29 Votes)

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What do I do if I dont have an 8962 form?

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.

How to fill out How do I fill out Form 8962?

Individuals with insurance from the federal or state healthcare marketplaces who claim or want to claim premium tax credits (PTCs) need to file Form 8962. Form 8962 helps determine if you owe any additional tax credits or if youll get a refundable credit. What is Form 8962? - PeopleKeep peoplekeep.com blog what-is-form-8962 peoplekeep.com blog what-is-form-8962

Why is the IRS asking me for form 8962?

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.

Can I print an 8962 form?

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.

What if I did not receive form 8962?

If you did not include Form 8962 with your return, you should complete the form and provide it to the IRS as soon as possible. Instructions to enter Form 1095-A, which will generate Form 8962 are provided below.

irs form 8962

Irs form 8962 for 2016 Form 8962 for 2016 pdf How to fill out form 8962 for 2016 Form 8962 instructions Form 8962 PDF Form 8962 for 2016 download IRS Form 8962 for 2023 IRS Form 8962 for 2022

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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 2023. You or someone on your tax return received advance payments of the Premium Tax Credit.

How do I get my 8962 form online?

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.

What happens if I dont have a form 8962?

If you received an APTC and dont file Form 8962, you could be ineligible for Marketplace APTCs in the future. Beginning in plan year 2025, Marketplaces must give enrollees advance notice that they are at risk of losing their APTCs after one year of failing to reconcile.

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