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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8962
for the current year.
IRS Form 8962 Premium Tax Credit (Ptc)
What Is IRS Form 8962?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8962?A: IRS Form 8962 is used to reconcile your premium tax credit (PTC) for the year.
Q: What is the purpose of Form 8962?A: The purpose of Form 8962 is to determine the amount of premium tax credit you are eligible for and to reconcile any advance payments you received.
Q: Who needs to file Form 8962?A: You need to file Form 8962 if you or anyone in your tax household had a health insurance plan through the Marketplace and received advanced premium tax credits.
Q: What information is required to complete Form 8962?A: To complete Form 8962, you will need information from Form 1095-A, Health Insurance Marketplace Statement, and your tax return.
Q: How do I calculate my premium tax credit?A: To calculate your premium tax credit, you will need to use the information provided on Form 1095-A and follow the instructions on Form 8962.
Q: What happens if I received too much premium tax credit?A: If you received more premium tax credit than you were eligible for, you may have to repay the excess amount.
Q: What if I received too little premium tax credit?A: If you received less premium tax credit than you were eligible for, you may be able to claim the difference as a refundable credit.
Q: When is the deadline to file Form 8962?A: Form 8962 must be filed with your tax return by the due date, which is usually April 15th.
Q: Can I file Form 8962 electronically?A: Yes, you can file Form 8962 electronically along with your tax return.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
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Download IRS Form 8962 Premium Tax Credit (Ptc)
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