IRS Form 8962

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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Step 01

Access the form in the PDF editor.

Step 02

Enter your personal details accurately.

Step 03

Input your Annual Household Income as per the instructions.

Step 04

Use information from Form 1095-A to calculate your Premium Tax Credit.

Step 05

Reconcile the advance payments received with the eligible credit amount.

Step 06

Review the form for completeness and accuracy before submission.

IRS Form 8962 Instructions

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.

What is the purpose of Form 8962?

It is used to calculate and reconcile the Premium Tax Credit for health insurance obtained through the Marketplace.

When is Form 8962 due?

It is generally due with your annual tax return.

Who is exempt from filing Form 8962?

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.

What happens if I fail to file Form 8962?

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.

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