Skip to main content

An official website of the United States government

Here's how you know

2016 taxes & the Health Insurance Marketplace®

2016 Marketplace plan with premium tax credits

This page applies if you were enrolled in a health plan through the Marketplace and used
to lower your monthly payments. (Premium tax credits are sometimes called "subsidies," "discounts," or "savings.")
Note: you must file a federal tax return for 2016 — even if you usually don’t file or your income is below the level requiring you to.

Get your Form 1095-A, Health Insurance Marketplace® Statement

Make sure information on your 1095-A is right

Fill out Form 8962 to "reconcile"

  • Use the information from your 1095-A to fill out Form 8962, Premium Tax Credit.
  • Use Form 8962 to “reconcile” your premium tax credit — to compare the amount you used in 2016 to lower your monthly insurance payment with the actual premium tax credit you qualify for based on your final 2016 income. If there’s a difference, it will affect the amount of your refund or your tax bill.
  • See a step-by-step guide to reconciling your premium tax credit.

Attach Form 8962 when you file your federal income tax return

  • Don't attach your 1095-A to your return. Keep it with your other tax documents.

Health care tax resources

If you were enrolled in a Marketplace plan with premium tax credits for only part of 2016

See what to do if: