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How do I claim 1095-A on my taxes?

Writer David Craig

If you receive a Form 1095-A, Health Insurance Marketplace Statement, showing that advance payments of the premium tax credit were paid for coverage for you or your family member, you must file an individual income tax return and submit a Form 8962 to reconcile those advance payments, even if you would not otherwise be …

How do I request Form 1095-A?

How to find your 1095-A online

  1. Log in to your HealthCare.gov account.
  2. Under “Your Existing Applications,” select your 2020 application — not your 2021 application.
  3. Select “Tax Forms” from the menu on the left.
  4. Download all 1095-As shown on the screen.

What happens if you forgot to file 1095-A?

If you forgot to include Form 1095-A, in your income tax return, you’ll probably get a letter from the IRS requesting it. First, make sure you have a clean copy of your original tax return for your records. …

Can I file Form 8962 online?

You can electronically file Form 8962, Premium Tax Credit (PTC), along with your federal income tax return. Filing electronically is the easiest way to file a complete and accurate tax return. To find out more about the premium tax credit, visit

Can a Form 8962 be combined with Form 1095-A?

If individuals in your family were enrolled in Marketplace health plans in different states during the tax year, because the SLCSP is different in each state, you will want to select Yes in Step #6 below as this would correctly combine the amounts from all Forms 1095-A when transferred to the Form 8962.

What to do with Form 8962 premium tax credit?

About Form 8962, Premium Tax Credit. Use Form 8962 to: Figure the amount of your premium tax credit (PTC). Reconcile it with any advance payments of the premium tax credit (APTC).

What to do if you have multiple forms 1095-A?

If your return contains information from multiple Forms 1095-A Health Insurance Marketplace Statements, AND you need the combined amounts to be transferred to the Monthly Calculation section under Part 2 of Form 8962 Premium Tax Credit (PTC) , follow these steps. From within your TaxAct® return ( Online or Desktop), click on the Federal tab.

How to find your applicable figure on Form 8962?

Use your percentage to find your “applicable figure” on the table in the instructions. Use Table 2 in the instructions to determine which number you’ll need to write on line 7. Check line 5 on your Form 8962, then locate that number on the first column in Table 2. The value across from it is your “applicable figure.”