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Get the free Desktop: Form 8962 - Shared Policy Allocation

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Form 8962 example filled out 2019Example of form 8962 filled out. Instructions for Form 8962 Introductory Material General Instructions Specific Instructions Name. Social security number (SSN). Victims
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How to fill out desktop form 8962

01
Download form 8962 from the IRS website or pick up a copy from your local IRS office.
02
Fill out the first section of the form with your personal information including name, address, and social security number.
03
Calculate the amount of advanced premium tax credit you received during the year and enter it in the appropriate section of the form.
04
Use the information from your 1095-A form to fill out Part II of form 8962, including details about your coverage and household members.
05
Follow the instructions for calculating the correct amount of premium tax credit using the information provided on the form.
06
Double check all calculations and information before signing and submitting the form to the IRS.

Who needs desktop form 8962?

01
Individuals who enrolled in a health insurance plan through the Marketplace and received advance payments of the premium tax credit need to fill out form 8962.
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Form 8962 is a tax form used to claim the Premium Tax Credit.
Individuals who have enrolled in a health insurance plan through the Health Insurance Marketplace may be required to file Form 8962.
To fill out Form 8962, you will need information from your Form 1095-A and your household income. Follow the instructions provided with the form.
The purpose of Form 8962 is to reconcile any advance payments of the Premium Tax Credit with the actual Premium Tax Credit amount you are eligible for.
You must report your household income, the premiums you paid for health insurance, and any advance payments of the Premium Tax Credit you received.
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