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Form Steps to Fill out Online 8962 IRS California San Bernardino: What You Should Know
Reconcile your advance payments of the premium tax credit with a line-by-line reconciliation of the premiums for the month you received premium tax credits. You must file Form 8962 with a tax year that includes the final month you received premium tax credits. You may not file a Form 8962 if you receive advance payments of the PTC because of your income, medical, or dental exclusion eligibility or filing status. See section 6010(a)(2) of the Internal Revenue Code. 2024 Instructions for Form 8962 — IRS You cannot take the refund of advance payments of the premium tax credit (PTC) and the advance payments of the premium tax credit (APC) together—even if your employer is a Medicaid provider or employer-sponsored plan. See section 6010(a)(2) of the Internal Revenue Code to determine the taxable benefit of advance payments of the premium tax credit (PTC) and advance payments of the premium tax credit (APC) combined. 2026 Instructions for Form 8962 — IRS 1040–DID Form 1040-OID, Instructions for Employers — Self-Employed Individuals. If your self-employed individual's income includes the premium tax credit (PTC) or the advance payments of the premium tax credit (APC) and you file a tax return in a calendar year, see Section 6010(a)(2) of the Internal Revenue Code, or your employer may offer a plan that is fully or partially self-insured. You may need to file an alternative return instead of Form 1040 or Form 1040A. 1040–NR Form 1040‑NR, Instructions for Individuals. If you are not self-employed, see Appendix A to Form 1040 for additional filing options for individuals. Generally, self-employed individuals who receive the premium tax credit on their own behalf must take the net amount of their PTC or APC and your PTC or APC reduced by the amount you paid for premiums for the first 2 weeks of coverage. Your share of the premium should be included on Form 1040‑NR. See section 6010(a)(2) of the Internal Revenue Code or your employer's offering of a plan that is fully or partially self-insured. The plan may offer you several options for filing Form 1040NR.
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