Form 8962 at a glance
| Official title | Premium Tax Credit (PTC) |
| Issued by | Internal Revenue Service (IRS) |
| Edition | 2025 |
| Pages | 2 |
| Fillable fields | 141: 131 text fields, 10 checkboxes |
| OMB number | 1545-0074 |
| Official PDF | f8962.pdf on irs.gov |
| Form page | irs.gov/forms-pubs/about-form-8962 |
| Cost with FillWise | 1 fill |
Counted on Oct 19, 2026 from the official PDF, with the same engine FillWise fills it with.
Form 8962 example, filled out
What is in Form 8962
| Part | What it covers | Pages | Fields |
| Top of form | Name shown on your return, Your social security number | 1 | 3 |
| Part I | Annual and Monthly Contribution Amount | 1 | 12 |
| Part II | Premium Tax Credit Claim and Reconciliation of Advance Payment of Premium Tax Credit | 1 | 85 |
| Part III | Repayment of Excess Advance Payment of the Premium Tax Credit | 1 | 3 |
| Part IV | Allocation of Policy Amounts | 2 | 30 |
| Part V | Alternative Calculation for Year of Marriage | 2 | 8 |
Fields to watch on Form 8962
- 5 boxes with a fixed number of characters, such as Your social security number (11), SSN of other taxpayer (11). Long numbers are split across them, so check the digits.
How to fill Form 8962 with FillWise
- Open the official PDF from irs.gov in Chrome.
- In the FillWise side panel, paste your notes (for Form 8962: annual and monthly contribution amount, premium tax credit claim and reconciliation of advance payment of premium tax credit, repayment of excess advance payment of the premium tax credit) or attach a photo of a document, and press Fill form.
- Check all 2 pages of the downloaded PDF before anyone signs.
Without the extension: Fill a PDF in your account.
How FillWise handles Form 8962
FillWise fills this form the regular way: the AI reads each field's printed caption, its tooltip and its options, and answers from your notes.
It also carries Adobe XFA data; FillWise fills the regular fields and drops the XFA part, so the result opens in any reader.
What to check before you file
- The edition. Agencies replace their forms with new editions. This page describes the 2025 edition; check that your copy is still the current one on irs.gov/forms-pubs/about-form-8962.
- The monthly premiums, second lowest cost silver plan premiums and advance payments in Part II come from Form 1095-A: check them against the 1095-A of every policy.
- Names and numbers character by character; signatures, fees and supporting documents stay with you.
Filling Form 8962 for many people
Bulk fill in your FillWise account takes Form 8962 and a CSV or Excel sheet with one person per row. It fills the first one and stops so you can check the result, then fills the rest and hands back one zip. Each copy costs 1 fill, the same as filling it on its own. How it works step by step: bulk PDF form filling guide.
Cost
Form 8962 has 2 pages, so filling it costs 1 fill: FillWise charges a PDF fill by the pages it fills, one fill per started 5 pages. The free plan starts with 20 fills and then tops back up to 5 fills a week, no card required. Paid plans are on the pricing page.
Privacy
The PDF is filled in your browser; only its field list and your data go to our server for the AI, and nothing is stored. Details: privacy and security.