Form preview

Get the free About Form 8962, Premium Tax CreditInternal Revenue ServiceIRS Form 8962 - Calculate...

Get Form
ContinueWhat is form 8962 instructions Premium Tax Credit or PTC is a tax credit available to those people who register or whose family members register in a qualified health plan offered by Health
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign about form 8962 premium

Edit
Edit your about form 8962 premium form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your about form 8962 premium form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing about form 8962 premium online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Check your account. In case you're new, it's time to start your free trial.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit about form 8962 premium. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
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 working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

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.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out about form 8962 premium

Illustration

How to fill out about form 8962 premium

01
To fill out form 8962 premium, follow the below steps:
02
Gather all the necessary information, including your Form 1095-A, Health Insurance Marketplace Statement.
03
Start by entering your name and Social Security number at the top of the form.
04
Fill in Part I, which includes information about your household and coverage.
05
Calculate your annual and monthly premium amounts using the instructions provided.
06
Move on to Part II and III to determine your premium tax credit and reconciliation amounts.
07
Complete Part IV, which is used for allocating policy amounts for multiple taxpayers on the return.
08
Double-check all the information you have entered and make sure it is accurate and complete.
09
Sign and date the form before submitting it to the IRS.
10
Remember to keep a copy of the completed form for your records.

Who needs about form 8962 premium?

01
Form 8962 premium is needed by individuals who purchased health insurance coverage through the Health Insurance Marketplace and received advance payments of the premium tax credit.
02
It is also required if you were enrolled in a qualified health plan for any part of the year and wish to claim the premium tax credit on your federal tax return.
03
If you received Form 1095-A, you will need to fill out form 8962 to reconcile the advanced payments of the premium tax credit you received with the amount you are eligible to claim.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.1
Satisfied
58 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.

pdfFiller and Google Docs can be used together to make your documents easier to work with and to make fillable forms right in your Google Drive. The integration will let you make, change, and sign documents, like about form 8962 premium, without leaving Google Drive. Add pdfFiller's features to Google Drive, and you'll be able to do more with your paperwork on any internet-connected device.
pdfFiller has made it easy to fill out and sign about form 8962 premium. You can use the solution to change and move PDF content, add fields that can be filled in, and sign the document electronically. Start a free trial of pdfFiller, the best tool for editing and filling in documents.
With pdfFiller, the editing process is straightforward. Open your about form 8962 premium in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.
Form 8962 Premium Tax Credit (PTC) is used by individuals to reconcile the difference between the advance premium tax credit payments made to their insurance company and the premium tax credit they are eligible for based on their actual income.
Individuals who enrolled in a health insurance plan through the Health Insurance Marketplace and received advance premium tax credit payments must file Form 8962.
Form 8962 requires individuals to calculate the premium tax credit they are eligible for based on their actual income and reconcile it with the advance payments. The form includes specific instructions on how to fill it out.
The purpose of Form 8962 is to ensure that individuals receive the correct amount of premium tax credit based on their actual income and household size.
Form 8962 requires information on income, household size, tax family size, and the amount of advance premium tax credit payments received.
Fill out your about form 8962 premium 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
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.