It depends. If you have not received any 'advanced payment of the premium tax credit (APTC), then you are not required to file Form 8962. The following instructions are posted for your convenience and can be found in the instructions (link above). If you were required to file it, you would add the amounts together.
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.
If any of the circumstances above apply to you, you must file an income tax return and attach Form 8962 even if you are not otherwise required to file. You must use Form 1040, 1040-SR, or 1040-NR.
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