Where do I find Form 8962?

Where do I Find Form 8962?

Form 8962, known as the Premium Tax Credit (PTC) form, is used to calculate and reconcile the amount of your premium tax credit with the advance premium tax credit (APTC) you received during the year. This form is required if you received APTC through the Health Insurance Marketplace.

How to Access Form 8962

• IRS Website: You can download Form 8962 directly from the IRS website. Visit IRS.gov and search for "Form 8962" or use the direct link provided.
• Online Filing Software: If you are using tax preparation software (such as OLT - Online Taxes), you can add Form 8962 directly within the software. Navigate to the Federal section, then under Payments/Refundable Credits, select "Premium Tax Credit" and click "Add or Edit."
• IRS.gov Direct Links: The IRS provides direct links to forms and publications. For Form 8962, you can go to IRS.gov/Form8962.

When Do You Need to File Form 8962?

You must file Form 8962 if you received advance premium tax credit (APTC) during the year, even if you are not otherwise required to file a tax return. You must use Form 1040, 1040-SR, or 1040-NR when filing Form 8962. You cannot file Form 1040-SS if you are claiming the PTC.

Important Notes

• Form 8962 is attached to your federal tax return (Form 1040, 1040-SR, or 1040-NR).
• It is used to reconcile the APTC you received with your actual eligibility based on your annual income and family size.
• For additional guidance, refer to Publication 974 or visit IRS.gov/Affordable-Care-Act/Individuals-and-Families.

Source:
Form 8962 Instructions

Disclaimer: Always verify the most current version of Form 8962 and its instructions with the Federal or State Department of Revenue. Tax rules and forms may change annually, and this information is based on the 2025 version of Form 8962.