Form 8962-2025

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Form 8962 is used to calculate the Premium Tax Credit (PTC) for taxpayers who received health insurance 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, and options for policy allocation 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 as shown on your tax return. Ensure accuracy to avoid processing delays.
In Part I, input your tax family size and modified AGI. Follow the instructions carefully for each field to ensure correct calculations.
Calculate your household income by adding the amounts from lines 2a and 2b. Then, enter the federal poverty line amount applicable to your state.
Proceed to Part II. If you are not allocating policy amounts, complete lines 10 through 24 based on your enrollment premiums and applicable figures.
In Part III, if necessary, calculate any excess advance payment of PTC and follow the instructions for repayment limitations.
Finally, review all entries for accuracy before printing, downloading, or sharing the completed form.

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

Where can I file form 8962 for free?

Form 8962 helps determine if you owe any additional tax credits or if youll get a refundable credit. The Internal Revenue Service (IRS) website offers a free download of Form 8962, which you can file electronically or with a paper tax return.

Who is not required to file form 8962?

If you paid full price and are sure you dont qualify for the premium tax credit. You dont have to fill out or include Form 8962, Premium Tax Credit, when you file your federal taxes.

What happens if you dont file 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.

Does form 8962 affect my tax refund?

Complete all sections of Form 8962. On Line 26, youll find out if you used more or less premium tax credit than you qualify for based on your final 2024 income. This will affect the amount of your refund or tax due.

Why would I need to file form 8962?

You must file Form 8962 to compute and take the PTC on your tax return. Advance payment of the premium tax credit (APTC). APTC is a payment during the year to your insurance provider that pays for part or all of the premiums for a qualified health plan covering you or an individual in your tax family.

2021 8962

Form 8962 instructions Form 8962 pdf Form 8962 download Form 8962 Premium tax Credit Form 8962 2021 Form 8962 TurboTax irs form 1095-a IRS forms

What is the filing form 8962?

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. If you used too little, claim the difference as a 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.

How do you fill out an 8962 tax form?

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.