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Information about Form 8962, Premium Tax Credit, including recent updates, related forms and instructions on how to file. Form 8962 is used either (1) to reconcile a Premium Tax Credit advanced payment toward the cost of a health insurance premium, or (2) to claim a Premium Tax Credit.

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.

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.

Form 1095-A, Health Insurance Marketplace Statement, is used to report certain information to the IRS about individuals who enroll in a qualified health plan through the Marketplace. Form 1095-A also is furnished to individuals to allow them to claim the premium tax credit, to reconcile the credit on their returns with advance payments of the premium tax credit (advance credit payments), and to file an accurate tax return.

You must complete Form 8862, Information to Claim Earned Income Credit After Disallowance, and attach it to your tax return to claim the EIC, CTC, ACTC, ODC, or AOTC if you meet certain criteria for any of the credits.

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

Information about Publication 974, Premium Tax Credit (PTC), including recent updates and related forms. Publication 974 covers select topics related to the PTC, available under the ACA to qualified individuals beginning in 2014.

The Premium Tax Credit helps eligible individuals and families afford health insurance purchased through the Health Insurance Marketplace.

Eligibility for the Premium Tax Credit