Health care tax forms, instructions & tools

Form 8962, Premium Tax Credit

If you had Marketplace insurance and used premium tax credits to lower your monthly payment, you must file this health insurance tax form with your federal income tax return. You’ll use this form to “reconcile” — to find out if you used more or less premium tax credit than you qualify for. (Premium tax credits are sometimes known as “subsidies,” “discounts,” or “savings.”)

Form 1095-A, Health Insurance Marketplace® Statement

This form includes details about the Marketplace insurance you and household members had in 2020. You’ll need it to complete Form 8962, Premium Tax Credit.

Health coverage tax tool

You’ll need to use this tool when filing your 2020 taxes only if the information on your health care tax Form 1095-A about your “second lowest cost Silver plan” (SLCSP) is missing or incorrect. See how to find out if this applies to you.

Go to the health coverage tax tool.

Get help filing your 2020 federal tax return