Irs Tax Premium Insurance Form
You only need to complete form 8962 if you received advance.
Irs tax premium insurance form. Insurance premiums for retired public safety officers. Form 4852 substitute for form w 2 wage and tax statement or form 1099 r distributions from pensions annuities retirement or profit sharing plans iras insurance contracts etc. The premium tax credit also known as ptc is a refundable credit that helps eligible individuals and families cover the premiums for their health insurance purchased through the health insurance marketplace. To get this credit you must meet certain requirements and file a tax return with form 8962 premium tax credit.
You must file form 8962 premium tax credit ptc pdf to claim the premium tax credit and reconcile the advance credit payments with the amount of allowed premium tax credit. Insurance premiums for retired public safety officers. Employer s quarterly federal tax return. Form 941 pdf related.
You must use the form 1095 a health insurance marketplace statement sent to you from your health insurance marketplace to complete form 8962. Attach your form 8962 and applicable schedules to form 1040 u s. Among other things form 1095 a reports the total monthly health insurance premiums paid to the insurance company you selected through the marketplace. It lists the amount of premium assistance you received in the form of advance payments of the premium tax credit that were paid directly to your insurance company if any.
Instructions for form 941 pdf. Forms publications tax topics worksheets. Employers who withhold income taxes social security tax or medicare tax from employee s paychecks or who must pay the employer s portion of social security or medicare tax. If you are an eligible retired public safety officer.
Individual income tax return pdf form 1040 sr u s. Publication 554 tax guide for seniors retirement plan distributions. If you or your family received advance payments of the premium tax credit through the health insurance marketplace you must complete form 8962 premium tax credit with your return. Tax return for seniors pdf or form 1040 nr u s.
When the health insurance marketplace pays advance payments of the premium tax credit on your behalf you must file form 8962 to reconcile the advance payments to the actual amount of the premium tax credit that you are eligible for based on your actual household income and family size. Nonresident alien income tax return pdf. Form 8816 special loss discount account and special estimated tax payments for insurance companies. You will receive form 1095 a health insurance marketplace statement which provides you with information about your health care coverage.
Pension and annuity income. Use the information from form 1095 a to complete form 8962 to reconcile advance payments of the premium tax credit on your tax return.