Form 8962; Premium Tax Credit

Form 8962 must be included in the federal tax return any time the Taxpayer, Spouse, or Dependent(s) listed in return received Health Coverage from the Marketplace for any length of time in the last year.

IMPORTANT:

When Form 8962 is missing from a federal tax return that is required to include it, this will result in a delay in any expected refund, and risk being fined.

(See the Form 8962 IRS Letter Subpage)

The top of this page will display the selections made on Health Care and Misc Page.

Click the pencil to return to the Health Care and Miscellaneous Page to change the selection.

All Months Same:

Yes - Form 1095-A has no changes in any of the monthly amounts (lines 21 - 32, in Columns A and B).

No - Form 1095-A has a difference in amounts (lines 21 - 32, in Columns A or B).

Shared Policy:

Shared Policy section is required when a taxpayer’s health coverage includes someone not included in tax return.

All-Months-Same -

Enter only the totals from Form 1095-A into the corresponding box on the Form 1095-A Entry Page.

Not All-Months-Same -

Enter the amounts in to corresponding boxes for January - December.

Months without coverage, enter 0 into the three boxes of the corresponding month.