Form 8962 advanced premium credit repayment

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  • kathyc2
    replied
    PTC is calculated on a monthly basis when there is not a full year of coverage. Answering No to line 10 will populate the months of coverage rather than just the total for the year.

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  • Rapid Robert
    replied
    edit: your question only makes sense if you are asking about answering "Yes", not "No" to Line 10.

    Let's see...maybe the form instructions which are indicated for Line 10 might have an answer. Checking...

    Oh, good. When the IRS says to see the instructions, they actually have instructions.

    If you were enrolled in a qualified health plan for
    fewer than 12 months during 2024, check “No”
    and continue to lines 12 through 23.
    Last edited by Rapid Robert; 02-26-2026, 01:32 PM.

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  • RWG1950
    started a topic Form 8962 advanced premium credit repayment

    Form 8962 advanced premium credit repayment

    Customer (MFJ) had modified AGI Iin 2025 of about $53-K. He turned age 65 mid-year & enrolled in part "B" so he only had
    marketplace insurance for January thru June. He was the only spouse covered by the policy as wife is older.
    He was not enrolled for all 12 mos because he went on part "B" mid-year.
    His marketplace ins premiums were the same for each mo he was enrolled
    SLCSP premiums were the same for each month he was enrolled
    Advanced premium credit was the same for each month
    Can question #10 be answered "NO" even though he was not enrolled for all 12 months ?
    Thanks for comments.
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