Form 1095-A, Health Insurance Marketplace Statement, provides information about Marketplace coverage for the tax year. People who received advance premium tax credits may need the form to reconcile those payments when filing a federal tax return.
Form 1095-A
Use the Marketplace that provided your coverage to locate the statement. Review the covered people, coverage months, and premium information. If something appears inaccurate, contact the Marketplace to ask about correction before relying on the form.
Form 8962
Form 8962 is used to calculate the Premium Tax Credit and reconcile any advance credit payments when required. The outcome depends on the individual's facts and the tax rules that apply for that year.
Useful steps
- Keep your Marketplace statement with your tax records.
- Review the IRS instructions for the correct tax year.
- Do not guess missing values or substitute a plan invoice for required form information.
- If you need individualized tax advice, consult a qualified tax professional.
Official resources: IRS: Form 1095-A, IRS: Form 8962, and HealthCare.gov and taxes.