# Form 8962

URL: https://pdf.net/pdf-forms/tax-forms/8962-form
Category: Tax Forms
Attributes: Monthly top‑searched, Official IRS form, Filled annually, Trusted by accountants

Form 8962 is a tax form used to calculate and claim the Premium Tax Credit (PTC) for health insurance purchased through the Health Insurance Marketplace.

Easily complete your form by opening our fillable PDF form, entering your tax information, and downloading a ready-to-file document in minutes. Get your PTC hassle-free and file with confidence today.

## Versions

- 2025 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/012b7d2a6507d123b9ff90832723a100888da809.pdf)
- 2024 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/adb17cd25992e3904893f9897c1d0906008ffb61.pdf)

## How to Fill Out Form 8962

1. Gather the required information (Health Insurance Marketplace Statement - Form 1095-A, federal income tax return details, household income and size, and annual poverty line figures).
2. Calculate your monthly and annual contributions towards healthcare insurance premiums.
3. Determine your PTC and reconcile it with APTC if necessary.
4. Review each section of your editable Form 8962 to confirm accuracy.
5. Download the form and attach it to your federal income tax return.

## Facts

### What Is Form 8962?

Form 8962 is used to calculate and claim the premium tax credit (PTC), which can be used to cover portions of or the entire health insurance premiums purchased through the Health Insurance Marketplace.

### Who Is Required to Fill Out Form 8962?

Filling out Form 8962 is mandatory for those who received the advanced payment of the premium tax credit (APTC), an estimate of their PTC paid out in advance to cover insurance premiums.

In this case, the document calculates the difference between APTC and PTC and determines whether the taxpayer is eligible for a refund or needs to repay the excess.

### When Is Form 8962 Due for Submission?

Form 8962 is filed alongside the federal income tax return, so it has the same deadline as that document, which should be submitted by April 15th each year.

### What Are the Penalties for Not Submitting Form 8962?

Since Form 8962 is filed alongside the federal income tax return, the IRS may reject this document as incomplete if the form isn’t present. If you received excess APTC and now owe money, you may be subject to penalties and interest rates if you miss the repayment deadline.

### Where Do I File Form 8962?

You should file your Form 8962 with the IRS as part of the federal income tax return package. The IRS offers an option to do so electronically, or you can submit the documents via mail.

## Related forms

- [1095-C Form](https://pdf.net/pdf-forms/tax-forms/1095-c-form)
- [Form 1095-B](https://pdf.net/pdf-forms/tax-forms/form-1095-b)
- [1040 Form](https://pdf.net/pdf-forms/tax-forms/1040-form)
- [Schedule A (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-a-form-1040)
- [Form 1040-X](https://pdf.net/pdf-forms/tax-forms/form-1040-x)