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Doing tax forms by the due date may be messy, especially when one chooses to put off the submission until the due date. When it is time to complete tax returns and send properly calculated conclusions, managing documents online is a big help. This process will be more straightforward with an suitable template of the Form 8962 along with a streamlined editor to finish it electronically. This way, a small error will not cost you a printed blank, and you can fix everything well before submitting.

With DocHub, you can quickly complete your Form 8962 for 2024. This potent document editor will minimize the hassle of the end of the tax year. You have all instruments for simple and fast online papers editing, even if you have yet to try its user interface. Simply open the editor and complete your papers, as it is a matter of a few steps.

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DocHub is a streamlined tool that allows you to work with such sensible paperwork as tax forms easily. Its intelligible design is a no-brainer for new users, as you have all documents you need on hand. Remove headache from the taxation year’s end by managing your forms electronically.

See more form 8962 versions

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Versions Form popularity Fillable & printable
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)
2014 4 Satisfied (29 Votes)
2015 4.1 Satisfied (46 Votes)
2016 4.4 Satisfied (107 Votes)
2017 4.3 Satisfied (140 Votes)
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If youre e-filing your taxes, you should be able to complete Form 8962 through the tax filing software program youre using.
How do I generate 8962 Part V, Alternative Calculation for Year of Marriage? Go to Screen 39.1, Health Coverage, Exemptions, More. From the left Sections box choose Part V - Alternative Calculation For Year of Marriage (8962). Enter the Date married (if in current year)
E-file reject F8962-070 happens when your return is missing Form 1095-A Health Insurance Marketplace Statement.
Form 8962 is a form you must file with your federal income tax return for a year if you received an advanced premium tax credit through the Marketplace during that year.
A shared policy occurs when a qualified health plan has been purchased from the Marketplace or from a state health care exchange and it covers at least one individual on the tax return and at least one individual not on the tax return.
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People also ask

You need to view the worksheet as a print PDF; if you need help, go to our Printing Your Return and Individual Forms FAQ. You need to view the worksheet in Forms View; if you need help, go to our Entering in Program - Fillable Forms FAQ. Click Form 8962 to view the print PDF or to view it in forms view.
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.
You need to obtain a copy of the Form 1095-A from the person who enrolled the individual. If you are claimed as a dependent on another persons tax return, the person who claims you will file Form 8962 to take the PTC and, if necessary, repay excess APTC for your coverage. You do not need to file Form 8962.

2021 8962