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Get your taxes done using TurboTax
The instructions for form 8962 state:
You must file Form 8962 with your income tax return (Form 1040, 1040-SR, or 1040-NR) if any of the following apply to you.
- You are taking the PTC.
- APTC was paid for you or another individual in your tax family.
- APTC was paid for an individual you told the Marketplace would be in your tax family and neither you nor anyone else included that individual in a tax family. See Individual you enrolled who is not included in a tax family under Lines 12 Through 23, later.
You don't appear to fall into any of these three categories.
In addition, the same instructions state:
If APTC was paid on your behalf, or if APTC was not paid on your behalf but you wish to take the PTC, you must file Form 8962 and attach it to your tax return (Form 1040, 1040-SR, or 1040-NR).
Again, neither option applies to you.
So I am not surprised that you did not receive an 8962.
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‎April 8, 2025
4:30 PM