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How to prepare Form 8962

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About Form 8962

Form 8962, also known as the Premium Tax Credit (PTC), is a tax form used by individuals or families who have enrolled in health insurance coverage through the Health Insurance Marketplace. It is specifically required for individuals or families who have received advanced premium tax credits (APTC) to help them afford their insurance premiums. The purpose of Form 8962 is to reconcile the amount of premium tax credits received in advance with the taxpayer's actual household income for the year. This allows the Internal Revenue Service (IRS) to determine if individuals or families have received the correct amount of premium tax credits based on their income. Anyone who obtained health insurance coverage through the Marketplace and received the premium tax credit in advance is required to file Form 8962. This includes individuals, families, and dependents who were covered by the insurance policy. It is important to file this form accurately to ensure that the premium tax credits were correctly calculated and adjust any discrepancies to avoid underpayment or overpayment of premium tax credits.

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