Draft of Form 8962-2025

Show details

4.9 out of 5

41 votes

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 household income, tax family size, and applicable premiums to determine eligibility and the amount of credit. The form includes sections for annual and monthly calculations, reconciliation of advance payments, allocation of policy amounts, and alternative calculations for married couples.

Here's how it works

01. Edit your form 8962 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send irs form 8962 via email, link, or fax. You can also download it, export it or print it out.

The fastest way to redact Draft of Form 8962 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is the greatest editor for modifying your documents online. Follow this simple guideline redact Draft of Form 8962 in PDF format online free of charge:

Sign up and log in. Register for a free account, set a strong password, and go through email verification to start working on your forms.
Upload a document. Click on New Document and select the form importing option: upload Draft of Form 8962 from your device, the cloud, or a protected link.
Make adjustments to the sample. Utilize the top and left panel tools to change Draft of Form 8962. Insert and customize text, pictures, and fillable areas, whiteout unneeded details, highlight the significant ones, and provide comments on your updates.
Get your paperwork completed. Send the form to other parties via email, generate a link for faster file sharing, export the sample to the cloud, or save it on your device in the current version or with Audit Trail included.

Discover all the advantages of our editor right now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What do I need for form 8962?

Form 1095-A, Health Insurance Marketplace Statement Youll need it to complete Form 8962, Premium Tax Credit. Get a quick overview of health care tax Form 1095-A when youll get it, what to do if you dont, how to know if its right, and how to use it.

How to fill out form 8962 for dummies?

Filling out Form 8962: A Step-by-Step Guide Step 1: Gather the necessary documents. Step 2: Complete Part I - Annual and Monthly Contribution Amount. Step 3: Calculate the premium tax credit in Part II. Step 4: Compare advance credit payments. Step 5: Complete Parts IV and V. Step 6: Double-check and submit.

Why is the IRS asking 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.

Does TurboTax automatically 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.

How to file form 8962 electronically?

Filling out Form 8962 online is easy, thanks to Jotform. With Jotform Smart PDF Forms, you can easily upload the PDF of Form 8962 to the Smart PDF Forms tool, which will convert the PDF into an online form that you can complete. Once youve filled out the form, you can even save it in its original PDF format.

form 8962 2024

Draft of form 8962 instructions Form 8962 instructions Draft of form 8962 pdf How to get Form 8962 IRS Form 8962 PDF Draft of form 8962 online Draft of form 8962 instructions pdf IRS Form 8962 download

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

How do I get my tax form for health insurance?

How to find your 1095-A online Log into your Marketplace account. Under Your applications, select your 2024 application not your 2025 application. Select Tax Forms. Download all 1095-As.

What happens if I dont have form 8962?

Taxpayers who are required to reconcile APTC and who file on paper but do not include Form 8962 will generally receive letters from the IRS. Because business rule F8962-070 only applies to electronically filed returns, these paper-filed returns will be accepted and the IRS will generally follow up by mail.

Draft of Form 8962-2025

Here's how it works

The fastest way to redact Draft of Form 8962 online

Complete this form in 5 minutes or less

Got questions?

What do I need for form 8962?

How to fill out form 8962 for dummies?

Why is the IRS asking for form 8962?

Does TurboTax automatically fill out form 8962?

How to file form 8962 electronically?

Complete this form in 5 minutes or less

People also ask

How do I get my tax form for health insurance?

What happens if I dont have form 8962?

8962 form

Try more PDF tools