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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 claim the Premium Tax Credit (PTC).
Q: What is the Premium Tax Credit (PTC)?
A: The Premium Tax Credit (PTC) is a refundable tax credit that helps eligible individuals and families afford health insurance premiums.
Q: Who is eligible for the Premium Tax Credit (PTC)?
A: To be eligible for the Premium Tax Credit (PTC), you must meet certain income and coverage requirements and enroll in a qualified health plan through the Health Insurance Marketplace.
Q: How do I fill out IRS Form 8962?
A: To fill out IRS Form 8962, you will need information from Form 1095-A, Health Insurance Marketplace Statement. Follow the instructions provided with the form to accurately calculate and claim the Premium Tax Credit (PTC).
Q: What happens if I don't file IRS Form 8962?
A: If you're eligible for the Premium Tax Credit (PTC) but fail to file Form 8962, you may not receive the credit, and you may be required to repay any advance premium tax credits that were paid on your behalf.
Q: Do I need to attach IRS Form 8962 to my tax return?
A: Yes, if you are claiming the Premium Tax Credit (PTC), you must attach Form 8962 to your tax return. Failure to do so may result in delays in processing your return.
Q: Can I e-file IRS Form 8962?
A: Yes, you can e-file IRS Form 8962 along with your tax return.
Q: What should I do if I made a mistake on IRS Form 8962?
A: If you made a mistake on IRS Form 8962, you should file an amended tax return using Form 1040X to correct the error.
Q: Can I get help with filling out IRS Form 8962?
A: Yes, you can seek assistance from tax professionals or use tax preparation software to help you fill out IRS Form 8962 accurately.
Form Details:
- A 2-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- 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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