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Form 8962 — Premium Tax Credit
Form 8962 reconciles the Premium Tax Credit for people who had Health Insurance Marketplace (ACA/Obamacare) coverage during the year — comparing the estimated credit used to lower monthly premiums against the actual credit you qualify for based on your final income. It's attached to Form 1040. Fill it out directly in your browser and download the completed PDF. FileKit is not affiliated with the IRS, USCIS, or any government agency. This is the official current form, provided for your convenience — always verify you're using the latest version at the source link below before submitting.
How to fill out 8962
- 1Enter your family size and household income information.
- 2Enter the premium and advance payment amounts from your Form 1095-A (Marketplace statement).
- 3Download the completed PDF and attach it to your Form 1040 when filing.
Frequently asked questions
Who needs to file Form 8962?
Anyone who had Marketplace health coverage during the year and either received advance premium tax credit payments or wants to claim the credit when filing.
Where do I get the numbers I need for this form?
From Form 1095-A, which your Health Insurance Marketplace sends you showing your coverage and any advance credit payments.
What happens if I received too much advance credit?
You may need to repay some or all of the excess, subject to repayment limits based on income — Form 8962 calculates this reconciliation.
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