Gather your Form 1095-A, tax return information, and household income details
Enter your Marketplace coverage information from Form 1095-A on Form 8962
Complete Part I to determine your household income and family size
Calculate your federal poverty line percentage
Complete Part II to figure your premium tax credit
Compare the advance premium tax credit received with the premium tax credit allowed
Complete Part III to reconcile any excess advance premium tax credit or claim any additional credit
Enter any repayment amount or refund amount on your tax return
Attach Form 8962 to your federal income tax return if required
Review all entries for accuracy before filing