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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 a form used to calculate and reconcile the premium tax credit (PTC) for individuals who obtained health insurance through the Health Insurance Marketplace.
Q: What is the premium tax credit (PTC)?
A: The premium tax credit (PTC) is a tax subsidy provided by the government to help individuals and families with low to moderate income afford health insurance coverage.
Q: Who is eligible for the premium tax credit?
A: Individuals and families who purchase health insurance through the Health Insurance Marketplace and meet certain income and coverage requirements may be eligible for the premium tax credit.
Q: What information do I need to complete Form 8962?
A: To complete Form 8962, you will need information such as your household income, coverage information for each member of your household, and any advance payments of the premium tax credit you may have received.
Q: Do I need to include Form 8962 with my tax return?
A: Yes, if you received the premium tax credit or wish to claim the credit for the tax year, you must include Form 8962 with your tax return.
Q: What happens if I overestimated my income and received too much premium tax credit?
A: If you have received more premium tax credit than you were eligible for based on your actual income, you may have to repay a portion of the excess credit. Form 8962 helps you calculate this repayment.
Q: Can I get help with completing Form 8962?
A: Yes, you can seek assistance from a tax professional or use tax preparation software to help you complete Form 8962 accurately.
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.
Download a fillable version of IRS Form 8962 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8962 Premium Tax Credit (Ptc)
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