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If you had a Marketplace plan with the premium tax credit

Notice:
Form 1095-A & your federal taxes
You should get your 1095-A form by mail no later than mid-February. It may be available in your Marketplace account as soon as mid-January. Once you have it, follow the steps below.
You must file a federal tax return for 2023 โ€” even if you usually don't file or your income is below the

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

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

  • Confirm basic information about your health plan and household members on Parts I and II of the form. Findย errors? Contact the Marketplace Call Center.
  • Make sure the premium for your
    is correct. Learn how to check your SLCSP.
  • If itโ€™s not, use our use our tax tool to get your SLCSP.

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 โ€œ
    โ€ your premium tax credit โ€” compare the amount you used in 2023 to lower your monthly plan premium with the actual premium tax credit you qualify for based on your final 2023ย income. Any difference will affect your refund or tax owed.
  • Get a step-by-step guide to reconciling your premium tax credit.

4. Attach Form 8962 when you file your federal tax return

  • But don't attach your 1095-A. Keep it with your other tax documents.

Health care tax resources

Tax guides and tools

Tax forms & instructions

More than one type of coverage?

If you had a Marketplace plan withย the premium tax credit for only part of 2023, or other household members had different coverage, select the other coverage: