According to the IRS:
Household income below 100% of the federal poverty line.
If the amount on line 5 is less than 100%, you can take the PTC if you meet the requirements under Estimated household income at least 100% of the federal poverty line next or Alien lawfully present in the United States, later.
Estimated household income at least 100% of the federal poverty line.
You may qualify for the PTC if your household income is less than 100% of the federal poverty line and you meet all of the following requirements.
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No one can claim you as a dependent for the year.
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You or an individual in your tax family enrolled in a qualified health plan through a Marketplace.
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The Marketplace estimated at the time of enrollment that your household income would be at least 100% of the federal poverty line for your family size for 2022.
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APTC was paid for the coverage of one or more months during 2022.
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You otherwise qualify as an applicable taxpayer (except for the federal poverty line percentage).
So, if you signed up for Health insurance through the Marketplace when you had income of at least 100% of the Federal Poverty Level, you will be refunded any excess Tax Credit.
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