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Get the free Form 8962: Premium Tax Credit. What It Is and How to File

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2019 tax form 8962 pdf8962 instructions.8962 form 2019.Tax form 8962.8962 form.1 Allocate premium amounts and credits if necessary. If you were married and got divorced or legally separated during
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How to fill out form 8962 premium tax

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How to fill out form 8962 premium tax

01
To fill out form 8962 premium tax, you need to follow these steps:
02
Gather all necessary information like the completed Form 1095-A, Health Insurance Marketplace Statement, Form 1095-B, or Form 1095-C.
03
Read the instructions provided with form 8962 thoroughly to understand how to calculate your premium tax credit.
04
Fill out Part 1 of form 8962. This includes providing your personal information, tax year, and any modifications if applicable.
05
Fill out Part 2 of form 8962. This section requires you to calculate your allocation among different tax dependents, if applicable.
06
Complete Part 3 of form 8962 to determine your shared policy allocations if you had multiple policies during the tax year.
07
Fill out Part 4 of form 8962 to calculate your repayment limitation.
08
Finally, review your completed form 8962 for accuracy and attach it to your federal income tax return.
09
Make sure to keep a copy of form 8962 for your records.

Who needs form 8962 premium tax?

01
Form 8962 premium tax is required for individuals who received advance payments of the premium tax credit (APTC) through a health insurance marketplace.
02
You need to file form 8962 if you bought health insurance through the marketplace and any of the following situations apply to you:
03
- You received Form 1095-A, Health Insurance Marketplace Statement, from the marketplace
04
- You or someone in your tax household enrolled in a qualified health plan through the marketplace
05
- You are claiming the premium tax credit on your tax return
06
If you meet any of these criteria, you need to fill out and submit form 8962 along with your federal income tax return.
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Form 8962 premium tax is used to reconcile advance payments of the premium tax credit and to claim the premium tax credit on your tax return.
Individuals who have received advance payments of the premium tax credit or who wish to claim the premium tax credit on their tax return are required to file form 8962.
To fill out form 8962, you will need to provide information about your household size, income, and any advance payments of the premium tax credit that you received.
The purpose of form 8962 is to calculate the amount of premium tax credit you are eligible for and to reconcile any advance payments you may have received.
You must report information about your household size, income, and any advance payments of the premium tax credit that you received on form 8962.
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