Get the free Form 8962 IRS request to file ---which was omitte... - Tax Pro ...

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How to fill out form 8962 irs request

How to fill out form 8962 irs request

1. To fill out form 8962 IRS request, follow these steps:
2. Gather all necessary documents and information, including your Form 1095-A provided by the Marketplace.
3. Provide your personal information, such as your name, Social Security number, and address, in the designated fields.
4. Input the information from your Form 1095-A, including the coverage start and end dates, monthly enrollment premiums, and any advance payment of premium tax credit (APTC) received.
5. Calculate your Premium Tax Credit (PTC) by following the instructions provided on the form. This involves determining your household income and percentage of federal poverty line.
6. Reconcile the advance payment of premium tax credit (APTC) you received with your actual premium tax credit (PTC) amount. This will determine if you owe any additional tax or are entitled to a refund.
7. Fill out Part IV of the form if you have excess advance premium tax credits to repay or want to allocate additional premium tax credits to increase your refund.
8. Double-check all the information you have provided and ensure that it is accurate and complete.
9. Sign and date the form.
10. Keep a copy for your records and submit the form according to the instructions provided by the IRS, either by mail or electronically.

Who needs form 8962 irs request?

1. Form 8962 IRS request is needed by individuals who have received advance payment of premium tax credit (APTC) during the year and need to reconcile it with the actual premium tax credit (PTC) amount they are eligible for.
2. Specifically, the following individuals may need to file Form 8962:
3. - Those who enrolled in a health insurance plan through the Marketplace and received Form 1095-A.
4. - Individuals who claimed the premium tax credit on their tax return for the year.
5. Note that filing Form 8962 is mandatory for these individuals to ensure the correct calculation of their premium tax credit (PTC) and avoid any tax penalties or repayment obligations.

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What is form 8962 irs request?

Form 8962 is a tax form used to reconcile advance premium tax credits and to claim the premium tax credit.

Who is required to file form 8962 irs request?

Individuals who have received advance premium tax credits or who want to claim the premium tax credit are required to file form 8962.

How to fill out form 8962 irs request?

Form 8962 requires information about household income, tax filing status, insurance coverage, and premium tax credit, among other details. It is important to carefully follow the instructions provided by the IRS.

What is the purpose of form 8962 irs request?

The purpose of form 8962 is to reconcile advance premium tax credits received during the year with the amount of premium tax credit the individual is eligible for based on their income and insurance coverage.

What information must be reported on form 8962 irs request?

Information such as household income, tax filing status, insurance coverage details, advance premium tax credits received, and the premium tax credit amount claimed must be reported on form 8962.