Form 8962, Premium Tax Credit (PTC)

Form 8962, Premium Tax Credit (PTC), is used to reconcile an advanced premium tax credit amount for individuals who received an advanced payment toward the cost of a health insurance premium throughout the year, or to claim a premium tax credit for those individuals who are eligible.

Instructions for Form 8962, Premium Tax Credit (PTC)

Form 8962, Premium Tax Credit (PTC), is used to reconcile an advanced premium tax credit amount for individuals who received an advanced payment toward the cost of a health insurance premium throughout the year, or to claim a premium tax credit for those individuals who are eligible.

Publication 974, Premium Tax Credit (PTC)

Publication 974, Premium Tax Credit (PTC), covers a variety of general topics relating to the premium tax credit (PTC), which are also covered in the Form 8962 instructions.

Form 14765, Employee Premium Tax Credit (PTC) Listing

Form 14765, Employee Premium Tax Credit (PTC) Listing

Form 14950, Premium Tax Credit Verification

Form 14950, Premium Tax Credit Verification, lists documents we need to verify that you are eligible to claim the Premium Tax Credit (PTC) shown on your return.

Publication 5195, The Premium Tax Credit and Your Tax Return

Publication 5195, The Premium Tax Credit and Your Tax Return

Publication 5120, Premium Tax Credit

Publication 5120, Premium Tax Credit - If you or a member of your family enrolls in health insurance through the Marketplace, you may be eligible for the premium tax credit, a refundable credit that helps eligible individuals and families pay for health insurance.

Publication 5120 (SP), Premium Tax Credit (Spanish version)

Publication 5120(SP), Premium Tax Credit (Spanish version) - If you or a member of your family enrolls in health insurance through the Marketplace, you may be eligible for the premium tax credit, a refundable credit that helps eligible individuals and families pay for health insurance.

Publication 5152, Report changes to the Marketplace as they happen

Publication 5152, Report changes to the Marketplace as they happen - Important reminder about advance payments of the Premium Tax Credit

Publication 5120 (zh-s), Premium Tax Credit (Chinese-Simplified version)

Publication 5120 (zh-s), Facts About the Premium Tax Credit (Chinese-Simplified version) - If you or a member of your family enrolls in health insurance through the Marketplace, you may be eligible for the premium tax credit, a refundable credit that helps eligible individuals and families pay for health insurance.