2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 8962 used for?
Form 8962 is used to calculate and reconcile the Premium Tax Credit (PTC) for individuals and families who obtained health insurance through the Health Insurance Marketplace. This form helps ensure that taxpayers receive the correct amount of financial assistance for their health coverage by reconciling any advance payments received.
Who needs to fill out a 8962 form
Taxpayers who received advance payments of the Premium Tax Credit for health insurance through the Marketplace and need to reconcile these payments with the actual credit amount.
How to fill out a 8962 online?
Follow these steps to complete your 8962 form online.
Frequently Asked Questions
Find quick answers to common questions about our PDF editor.
It is used to calculate and reconcile the Premium Tax Credit for health insurance obtained through the Marketplace.
It is generally due with your annual tax return.
Individuals who did not receive advance payments of the Premium Tax Credit or did not obtain health insurance through the Marketplace do not need to file this form.
Your tax return may be delayed or adjusted by the IRS if this form is missing, and you could lose eligibility for future premium tax credits.
