How To Fill Out Form 8962 Step By Step

Fill column e with whichever of those 2 amounts is the smallest.

How to fill out form 8962 step by step. Follow this link for step by step instructions to enter your 1095 a. Make sure you expand the instructions for your version of turbotax. Aptc was paid for you or another individual in your tax family. Form 8962 is divided into five parts.

Form 8962 at the end of these instructions. Turbotax is going to automatically fill out the form 8962 for you when you enter the 1095 a all you will have to do is print it off. You must file form 8962 with your income tax return form 1040 1040 sr or 1040 nr if any of the following apply to you. Youll enter the number of exemptions and the modified adjusted gross income magi from your 1040 or 1040nr.

You can get the irs form 8962 from the website of department of the treasury internal revenue service or you can simply download irs form. Get printable fillable irs form 8962 sample for 2020. Download the form and open it using pdfelement and start filling it. Look at the amounts in column a and the amounts in column d.

You are taking the ptc. We use your 1095 a and household income to complete form 8962 premium tax credit. Before you dive in to part i write your name and social security number at the top of the form. Part i is where you enter your annual and monthly contribution amounts.

If you are responding to a letter from the irs please see the embedded answer below. Aptc was paid for an individual you told the marketplace. Instructions for how to complete irs form 8962. Submit this form with a copy of the form 1095a as well as a modified second page of your tax return form 1040.

This article here has the step by step guidance on how to enter this item and then print off the form 8962. Fill in the annual premium tax credit allowed.