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 8962, Premium Tax Credit (PDF, 110 KB)
- Form 8962 instructions (PDF, 348 KB)
Form 1095-A, Health Insurance Marketplace® Statement
This form includes details about the Marketplace insurance you and household members had in 2022. You’ll need it to complete Form 8962, Premium Tax Credit.
- Get a quick overview of health care tax Form 1095-A — when you’ll get it, what to do if you don’t, how to know if it’s right, and how to use it.
- Get a sample 1095-A (PDF, 132 KB). This is just a preview — don’t fill it out.
Health coverage tax tool
You’ll need to use this tool when filing your 2022 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. Find out if this applies to you.