How to make use of Form 1095-A to finish Form 8962, Premium Tax Credit, in your taxes

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How to make use of Form 1095-A to finish Form 8962, Premium Tax Credit, in your taxes


Published on February 22, 2018

If you had 2017 Marketplace protection, it is best to have already obtained Form 1095-A within the mail. Make positive your Form 1095-A is correct earlier than you file your taxes. You’ll use data from this manner about

to finish Form 8962, Premium Tax Credit.

First: Verify your family and protection data & SLCSP

To ensure that your SLCSP is right, take a look at Part III, Column B of your 1095-A, titled “Monthly second lowest-cost Silver Plan (SLCSP) premium.” The SLCSP premium is wrong if:

  • Part III, Column B has a “0” or is clean for any month somebody in your family had the Marketplace plan.
  • You had modifications in your family that you simply didn’t inform the Marketplace about — like having a child, transferring, getting married or divorced, or shedding a dependent.

If both applies, use our tax device to get your SLCP premium.

If something about your protection or family is fallacious in your Form 1095-A, contact the Marketplace Call Center.

Second: “Reconcile” in your taxes

Now that your Form 1095-A is correct, you’re able to file. If you had a Marketplace plan and used

to decrease your month-to-month fee, you’ll should “” whenever you file your federal taxes.

See a step-by-step information to reconciling.

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