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IRS Form 8962 Premium Tax Credit and the IRS Form 1095-A

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Jason D. Knott

For 2022 update, check here:    • How to File Form 8962 for 2022.  Step...  

Did you sign up for health insurance through the marketplace and receive an advanced credit? You'll get a Form 1095A in the mail.

Make sure to complete Form 8962 to calculate if you have to refund any of the credit. The IRS will send you a notice in the mail if you file a return without completing this form.

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DISCLAIMER: The information provided in this video may contain information about tax, financial, and legal topics. Such materials are for informational purposes only and may not reflect the most current developments. These informational materials are not intended and should not be taken as tax, financial, or legal advice. You should contact an advisor to discuss your specific facts and circumstances. Selfhelp services may not be permitted in all states or jurisdictions. The use of these materials does not create an attorneyclient or confidential relationship. This video does not include information about every topic or issue related to these informational materials.

#IRS #Form8962 #PremiumTaxCredits

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