Get the free Form 8962

Name: Fillable Online Premium Tax Credit (ptc) Form Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.3 (42 reviews)

Get Form

Show details

Form 8962 is used to reconcile and calculate the premium tax credit for those who have health insurance through the Health Insurance Marketplace. It is essential for those who received advance payments

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

Get, Create, Make and Sign form 8962

Edit your form 8962 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 form 8962 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 8962 online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use our professional PDF editor, follow these steps:

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 form 8962. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.

4

Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.

Dealing with documents is always simple with pdfFiller.

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 form 8962

01

Gather necessary documents including your Form 1095-A, Health Insurance Marketplace Statement.

02

Start filling out Part I of Form 8962 by entering your personal information, including your name and Social Security number.

03

Fill out Part II to calculate your premium tax credit using the information from your 1095-A.

04

In Part III, ensure that your annual household income and family size are accurately reported.

05

Complete Part IV to reconcile any advance premium tax credits received with your actual credits.

06

Double-check all figures and ensure the calculations are correct.

07

Sign and date the form before submitting it along with your tax return.

Who needs form 8962?

01

Individuals who received premium tax credits for health coverage through the Health Insurance Marketplace.

02

Taxpayers who would like to claim the Premium Tax Credit for the first time.

03

Those who have to reconcile advance payments of the Premium Tax Credit they received during the tax year.

Fill form : Try Risk Free

Rate the form

4.3

Satisfied

42 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.

How can I send form 8962 to be eSigned by others?

When you're ready to share your form 8962, you can send it to other people and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail. You can also notarize your PDF on the web. You don't have to leave your account to do this.

Can I edit form 8962 on an iOS device?

You certainly can. You can quickly edit, distribute, and sign form 8962 on your iOS device with the pdfFiller mobile app. Purchase it from the Apple Store and install it in seconds. The program is free, but in order to purchase a subscription or activate a free trial, you must first establish an account.

Can I edit form 8962 on an Android device?

You can make any changes to PDF files, like form 8962, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.

What is form 8962?

Form 8962 is the Premium Tax Credit form used by individuals to calculate and reconcile the premium tax credit they are eligible for under the Affordable Care Act.

Who is required to file form 8962?

Individuals who received premium tax credits to help pay for health insurance purchased through the Health Insurance Marketplace are required to file Form 8962 with their tax return.

How to fill out form 8962?

To fill out Form 8962, you need to provide information regarding your household income, the number of people in your household, and the amount of premium tax credit you received, among other details. It may be helpful to refer to the IRS instructions for guidance.

What is the purpose of form 8962?

The purpose of Form 8962 is to claim the Premium Tax Credit and reconcile any advance payments of the credit with your actual credit based on your annual income.

What information must be reported on form 8962?

Form 8962 requires you to report your annual household income, the number of individuals in your household, any premium tax credits you received, and information from Form 1095-A that details your health insurance coverage.

Fill out your form 8962 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