Home > Calculator > 8962

Tax Form calculator

You are currently viewing Tax Form 8962 Fill in and Calculate Online. Use the Tax Form Calculator to calculate your Federal and State Tax Return. Updated with 2017/2018 tax tables.

Sponsored Links

Form 8962: Premium Tax Credit (PTC)

Use Tax Form 8962: Premium Tax Credit (PTC) as a stand alone tax form calculator to quickly calculate specific amounts for your 2017 tax return. Form 8962: Premium Tax Credit (PTC) is also integrated into our comprehensive US Tax Calculator where you can complete and save your calculations for later use. Alternatively you can use one of our Combined Federal and State Tax Estimator to quickly calculate your salary, tax and take home pay.

Premium Tax Credit (PTC)


Part I. Annual and Monthly Contribution Amount
11
2a2ab2b
33
4a Alaska   b Hawaii   c Other 48 states and DC4
55 %
6
No. Continue to line 7.
Yes. You are not eligible to take the PTC. If advance payment of the PTC was made, see the instructions for how to report your excess advance PTC repayment amount.
6
77
8a8ab8b
Part II. Premium Tax Credit Claim and Reconciliation of Advance Payment of Premium Tax Credit
9Are you allocating policy amounts with another taxpayer or do you want to use the alternative calculation for year of marriage (see instructions)?
10See the instructions to determine if you can use line 11 or must complete lines 12 through 23.
Annual Calculation(a) Annual enrollment premiums (Form(s) 1095-A, line 33A)(b) Annual applicable SLCSP premium (Form(s) 1095-A, line 33B)(c) Annual contribution amount (line 8a)(d) Annual maximum premium assistance (subtract (c) from (b), if zero or less, enter -0-)(e) Annual premium tax credit allowed (smaller of (a) or (d))(f) Annual advance payment of PTC (Form (s) 1095-A, line 33C)
11
Monthly Calculation(a) Monthly enrollment premiums (Form(s) 1095-A, lines 21–32, column A)(b) Monthly applicable SLCSP premium (Form (s) 1095-A, lines 21–32, column B)(c) Monthly contribution amount (amount from line 8b or alternative marriage monthly calculation)(d) Monthly maximum premium assistance (subtract (c) from (b), if zero or less, enter -0-)(e) Monthly premium tax credit allowed (smaller of (a) or (d))(f) Monthly advance payment of PTC (Form(s) 1095-A, lines 21–32, column C)
12
13
14
15
16
17
18
19
20
21
22
23
2424
2525
2626
Part III. Repayment of Excess Advance Payment of the Premium Tax Credit
2727
2828
2929
Part IV. Allocation of Policy Amounts
Complete the following information for up to four shared policy allocations. See instructions for allocation details.
Allocation 1
30



Allocation percentage applied to monthly amounts


Allocation 2
31



Allocation percentage applied to monthly amounts


Allocation 3
32



Allocation percentage applied to monthly amounts


Allocation 4
33



Allocation percentage applied to monthly amounts


34Have you completed all policy amount allocations?

Part V. Alternative Calculation for Year of Marriage
35Alternative entries for your SSN



36Alternative entries for your SSN



Tip: use the US Tax Calculator to edit your refundable and non-refundable tax credits including Form 8962: Premium Tax Credit (PTC). Complete, Calculate, print and or save your tax calculation for later use.

Follow us on Facebook to be informed of the latest updates to the US Tax Form Calculator and our popular Tax and Finance Calculators.

Online Premium Tax Credit (PTC), complete, calculate, print or save for later use. Tax Form Calculator