Vanessa A
Expert Alumni

Get your taxes done using TurboTax

If his investment earnings are less than $13,850 and he did not receive a subsidy, he would have zero taxable income.  If he has zero taxable income, would not qualify for the premium tax credit because to claim the credit, you must not qualify for state medical insurance for those below poverty level.  

 

Since he did not receive the Advance Premium Tax Credit and does not qualify for the credit, a form 8962 would not be filed or need to be filed. 

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