Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Affordable Care Act Workout

Claiming the Premium Tax Credit

Case Study 1: Claiming the PTC

Brandon is single, with no dependents. When he enrolled through the Marketplace, Brandon was approved for advance credit payments of the premium tax credit based on his projected household income. Brandon's Form 1095-A shows advance credit payments of $1,486. Brandon's actual modified AGI is more than 400% of the FPL for a family of one.

Can Brandon claim the PTC?.

Form 8962 and Form 1040 with plus or minus sign
Form 8962
Form 1095-A
Form 1095-A

Form 8962

Form 1095-A

4012 ACA Tab chart