Get the free 8962 Premium Tax Credit (PTC) 20 - IRS tax forms

Name: Fillable Online 8962 Premium Tax Credit (PTC) 20 - IRS tax forms Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.2 (34 reviews)

Get Form

Show details

Continuers form 8962 instructions 2020IRS Form 2297, also known as Waiver of Statutory Notification of Claim Disallowance, is completed by both a tax examiner in Tax Court, a taxpayer\'s attorney

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 8962 premium tax credit

Edit your 8962 premium tax credit form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your 8962 premium tax credit form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 8962 premium tax credit online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Use the instructions below to start using our professional PDF editor:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.

3

Edit 8962 premium tax credit. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.

pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out 8962 premium tax credit

01

Step 1: Gather all the necessary information, such as your Form 1095-A, Health Insurance Marketplace Statement, and any other relevant tax documents.

02

Step 2: Start filling out Form 8962 by providing your personal information, including your name, social security number, and tax year.

03

Step 3: Calculate your annual and monthly contribution amounts using the information from your Form 1095-A.

04

Step 4: Determine your shared policy allocation to allocate the policy amounts among the applicable individuals.

05

Step 5: Complete Part III of Form 8962 to reconcile any advance payments of the premium tax credit you received with the actual credit you're eligible for.

06

Step 6: Fill out the remaining sections of Form 8962, such as adjustments for excess advance credit and alternative calculation for year of marriage.

07

Step 7: Review and double-check all the information you've provided on Form 8962 for accuracy.

08

Step 8: Attach Form 8962 to your federal income tax return and submit it to the appropriate tax authority.

09

Step 9: Retain a copy of Form 8962 and all supporting documents for your records.

Who needs 8962 premium tax credit?

01

Anyone who has obtained health insurance through the Health Insurance Marketplace and received advance payments of the premium tax credit needs to fill out Form 8962.

02

Additionally, individuals who qualify for the premium tax credit but did not receive any advance payments throughout the year may also need to file Form 8962.

03

It is important to consult with a tax professional or refer to the IRS guidelines to determine if you are required to file Form 8962.

Fill form : Try Risk Free

Rate the form

4.2

Satisfied

34 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Where do I find 8962 premium tax credit?

The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific 8962 premium tax credit and other forms. Find the template you want and tweak it with powerful editing tools.

How do I edit 8962 premium tax credit online?

The editing procedure is simple with pdfFiller. Open your 8962 premium tax credit in the editor, which is quite user-friendly. You may use it to blackout, redact, write, and erase text, add photos, draw arrows and lines, set sticky notes and text boxes, and much more.

Can I create an electronic signature for signing my 8962 premium tax credit in Gmail?

You can easily create your eSignature with pdfFiller and then eSign your 8962 premium tax credit directly from your inbox with the help of pdfFiller’s add-on for Gmail. Please note that you must register for an account in order to save your signatures and signed documents.

What is 8962 premium tax credit?

The 8962 premium tax credit is a tax form used to reconcile advance payments of the premium tax credit and to claim this credit.

Who is required to file 8962 premium tax credit?

Individuals who received advance payments of the premium tax credit or want to claim the premium tax credit are required to file Form 8962.

How to fill out 8962 premium tax credit?

To fill out Form 8962, taxpayers need to provide information about their household income, coverage details, and any premium tax credit received.

What is the purpose of 8962 premium tax credit?

The purpose of Form 8962 is to calculate the amount of premium tax credit a taxpayer is eligible for based on their income and family size.

What information must be reported on 8962 premium tax credit?

Information such as household income, coverage months, premium tax credit received, and any changes in circumstances that affect the premium tax credit must be reported on Form 8962.

Fill out your 8962 premium tax credit online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now