Get IRS Instructions 8962 2021-2023
The HCTC and the PTC are different tax credits that have different eligibility rules. If you think you may be eligible for the HCTC see Form 8885 and its instructions or visit IRS.gov/HCTC before completing Form 8962. B. No one can claim you as a dependent on a tax return for 2017. see Pub. 974 Premium Tax Credit. You also can visit IRS.gov and enter premium tax credit in the search box. Also see How To Avoid Common Mistakes in Completing Form 8962 at the end of these instructions. -2- health plan began after the 1st day of the month you are not allowed a monthly credit amount for the coverage for that month. Bret and Paulette must allocate the amounts from Form 1095-A for the months of January through December on their tax returns using the instructions in Table 3. Notice 2017-67 is available at IRS.gov/irb/ 2017-47IRB NOT-2017-67. Future Developments For the latest information about developments related to Form 8962 and its instructions such as legislation enacted after they were published go to IRS.gov/Form8962. Nov 27 2017 Report changes in circumstances when you re-enroll in coverage and during the year. If APTC is being paid in 2018 for an individual in your tax family described later and you have had certain changes in circumstances see the examples below it is important that you report them to the Marketplace where you enrolled in coverage. You are living apart from your spouse at the time you file your 2017 tax return. You are unable to file a joint return because you are a victim of domestic abuse described next or spousal abandonment Specific Instructions Name. Instructions for Form 8962 Department of the Treasury Internal Revenue Service Premium Tax Credit PTC Reminders Purpose of Form Use Form 8962 to figure the amount of your premium tax credit PTC and reconcile it with advance payment of the premium tax credit APTC. If a -0- appears on Form 1095-A on any of lines 21 through 32 column A you are not entitled to a monthly credit amount for that month because your enrollment premiums were not paid. Enter -0- on the appropriate line on Form 8962 column b. during 2017 your coverage family changed or you moved and you did not notify the Marketplace or if no APTC was paid the Marriage in 2017. If you got married in 2017 and you and your spouse or individuals in your tax family were enrolled in separate qualified health plans during months prior to your first 1095-A column B for each plan or plans and enter the total. If Marriage use the instructions in Pub. Also see How To Avoid Common Mistakes in Completing Form 8962 at the end of these instructions. -2- health plan began after the 1st day of the month you are not allowed a monthly credit amount for the coverage for that month. However if an individual in your tax family enrolled in a qualified health plan in 2017 and the enrollment was effective on the date of the individual s birth adoption or placement for adoption or in foster care or on the effective date of a court order placing the individual with your family the individual is treated as enrolled as of the first day of that month.
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