Include Form 8962 with your Form 1040, Form 1040-SR, or Form 1040-NR. You will need Form 1095-A from the Marketplace.Ĭomplete Form 8962 to claim the credit and to reconcile your advance credit payments. Please click here for the text description of the image.

Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld. IF YOU can claim a refundable credit (other than the earned income credit, American opportunity credit, or additional child tax credit) such as the net premium tax credit, or qualified sick and family leave credits from Schedule H. IF YOU can claim a nonrefundable credit (other than the child tax credit or the credit for other dependents), such as the foreign tax credit, education credits, or general business credit. IF YOU owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts. IF YOU owe alternative minimum tax (AMT) or need to make an excess advance premium tax credit repayment. IF YOU have any adjustments to income, such as student loan interest, self-employment tax, or educator expenses. IF YOU have additional income, such as business or farm income or loss, unemployment compensation, or prize or award money. If you e-file your return, the software you use will generally determine what schedules you need. See the instructions for the schedules for more information.

Below is a general guide to what schedule(s) you will need to file based on your circumstances. However, if your return is more complicated (for example, you claim certain deductions or credits or owe additional taxes), you will need to complete one or more of the numbered schedules.

You may only need to file Form 1040 or 1040-SR and none of the numbered schedules, Schedules 1 through 3.

For 2022, you will use Form 1040 or, if you were born before January 2, 1958, you have the option to use Form 1040-SR.

Irs 1040 form download