Printable Form 8962 Instructions

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.
Printable form 8962 instructions. Product number title revision date posted date. Irs form 8962 is often used in us. Form 8962 premium tax credit is required when someone on your tax return had health insurance in 2018 through healthcaregov or a state marketplace and took the advance premium tax credit to lower their monthly premium. Fill out the premium tax credit ptc online and print it out for free.
Compute your annual ptc. You need to obtain a copy of the form 1095 a from the person who enrolled the individual. Well help you create or correct the form in turbotax. Instructions for form 8962 2019 instructions for form 8962 2019 i8962pdf.
Use form 8962 to. 974 for more information on how to determine whether the coverage you were offered was affordable and provided minimum value including on how to. Figure the amount of your premium tax credit ptc. Continue to line 11.
Above are instructions for form 8962 premium tax credit ptc. You do not need to file form 8962. Once you complete the form make sure to file it and dont forget to report your excess tax credits on your schedule 2 and attach your 8962 form. Contact your local office.
Then skip lines 1223 and continue to line 24. Tax stats facts figures. See form 1095 c line 14 and the instructions for recipient included with that form for information about whether you and other members of your tax family were offered coverage. 1545 0074 premium tax credit ptc department of the treasury internal revenue service name shown on your return 2019 attach to form 1040 1040 sr or 1040 nr.
If you are claimed as a dependent on another persons tax return the person who claims you will file form 8962 to take the ptc and if necessary repay excess aptc for your coverage. Instructions for form 8963 012018 instructions for form 8963 012018. Taxpayer bill of rights. Department of the treasury internal revenue service united states federal legal forms and united states legal forms.
Instructions for form 8962 premium tax credit ptc. Form 8962 department of the treasury internal revenue service premium tax credit ptc. Premium tax credit 2019 form 8962 form 8962 omb no. Premium tax credit ptc 2019 12032019 inst 8962.