Health care tax forms, instructions & tools
Form 8962, Premium Tax Credit
If you had Marketplace coverage and used the premium tax credit to lower your monthly plan premiums, you must file this tax form with your federal income tax return. Youâll use this form to
â to find out if you used more or less of the premium tax credit than you qualify for.
- Form 8962, Premium Tax Credit (PDF, 110 KB)
- Form 8962 instructions (PDF, 348 KB)
Form 1095-A, Health Insurance MarketplaceÂź Statement
This form includes details about the Marketplace insurance you and household members had in 2023. Youâll need it to complete Form 8962, Premium Tax Credit.
- Get a quick overview of health care tax Form 1095-A â when youâll get it, what to do if you donât, how to know if itâs right, and how to use it.
- Get a sample 1095-A (PDF, 132 KB). This is just a preview â donât fill it out.
Health coverage tax tool
Youâll need to use this tool when filing your 2023 taxes only if the information on your tax Form 1095-A about your âsecond lowest cost Silver planâ (SLCSP) is missing or incorrect. Find out if this applies to you.