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Department of the Treasury Internal Revenue Service. Premium Tax Credit (PTC) Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form8962 for instructions and the latest information.
Information about Form 8962, Premium Tax Credit, including recent updates, related forms and instructions on how to file. 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.
Instructions for Form 8962. Premium Tax Credit (PTC) Section references are to the Internal Revenue Code unless otherwise noted. Purpose of Form. Use Form 8962 to figure the amount of your premium tax credit (PTC) and reconcile it with advance payment of the premium tax credit (APTC).
How to reconcile your premium tax credit. Get your Form 1095-A. Print Form 8962 (PDF, 110 KB) and instructions (PDF, 348 KB). Use the information from your 1095-A form to complete Part II of Form 8962.
16 paź 2024 · Use IRS Form 8962 to see if you qualify for the premium to claim your Premium Tax Credit. What is Tax Form 8962? If you purchased health insurance from the Healthcare.gov site — or your state healthcare marketplace if you live in a state that maintains one — you'll need to use Tax Form 8962.
25 sty 2024 · The 8962 form is supported by the 1040 package, available in both Desktop and Online versions of the UltimateTax software. How to access the form: While in a 1040 return, ensure you've indicated on the Main Information page that the 8962 is needed.
Form 8962 is crucial for correctly claiming the Premium Tax Credit. This guide provides the detailed steps required to fill out each part of the form 8962, ensuring you can maximize your benefits and maintain compliance with tax laws.
