Form 8962 is used either (1) to reconcile a Premium Tax Credit advanced payment toward the cost of a health insurance premium, or (2) to claim a Premium Tax Credit. Information about Form 8962, Premium Tax Credit, including recent updates, related forms and instructions on how to file.

Go to www.irs.gov/Form8962 for instructions and the latest information. You cannot take the PTC if your filing status is married filing separately unless you qualify for an exception. See instructions. If you qualify, check the box. Tax family size. Enter your tax family size. See instructions . . . . . . . . . . . . . . . . . 2a Modified AGI.

Use Form 8962 to figure the amount of your PTC and reconcile it with APTC. You may take the PTC (and APTC may be paid) only for health insurance coverage in a qualified health plan (defined later) purchased through a Health Insurance …

Use Form 8962 to reconcile your premium tax credit — compare the amount you used in 2022 to lower your monthly plan premium with the actual premium tax credit you qualify for based on your final 2022 income.

You must file a Form 8962 with your federal income tax return if you received an advanced premium tax credit (APTC) through the Marketplace during the previous year in order to reconcile your...

People who buy health insurance through HealthCare.gov or a State Marketplace must file IRS Form 8962 to claim the Premium Tax Credit.

2025年2月12日 · Form 8962 helps you determine if you received the right amount of Premium Tax Credit (PTC) for your Marketplace health insurance coverage in a qualified health plan. If you received Advance Premium Tax Credit (APTC) payments to help lower your monthly premiums, this form makes sure you’re reconciling tax credits correctly when you file your ...

2025年2月5日 · IRS Form 8962 is a tax form used to reconcile the premium tax credit with the advance payments received. This credit helps make health insurance coverage more affordable for eligible taxpayers. It’s a vital part of fulfilling tax obligations for those receiving marketplace insurance assistance.

Under a QSEHRA, an eligible employer can reimburse eligible employees for medical expenses, including premiums for Marketplace health insurance. If you were covered under a QSEHRA, your employer should have reported the annual permitted benefit in …

2025年1月29日 · Taxpayers complete Form 8862 and attach it to their tax return if: Their earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC), credit for other dependents (ODC) or American opportunity credit (AOTC) was reduced or disallowed for any reason other than a math or clerical error.