Form 8962 is required with Form 1040 when a taxpayer has advanced premium tax credits paid as part of their enrollment in a qualified health plan through the insurance marketplace.

When taxpayers receive Form 1095A, they must use the information provided to reconcile their premium tax credit on Form 8962. The taxpayer may be entitled to an additional credit or have to repay some of that advanced credit.

For a 2022 Example:    • How to File Form 8962 for 2022.  Step...  
For a 2021 Example:    • IRS Form 8962 Premium Tax Credit and ...  

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