If you had a Marketplace plan with premium tax credits

  1. Find your Form 1095-A, Health Insurance Marketplace Statement

  2. Make sure your 1095-A is correct — and if not, call us

  3. 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 —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. Any difference will affect your refund or tax owed.
    • See a step-by-step guide to reconciling your premium tax credit.
  4. Attach Form 8962 when you file your federal income tax return

    • But do not attach your 1095-A to your return. Keep it with your other tax documents.

Health care tax resources

Tax guides and tools

Tax forms & instructions

More than one coverage status?

If you were enrolled in a Marketplace plan with premium tax credits for only part of 2016, or other family members had different coverage, visit the relevant pages below.

See what to do for: