Understanding the Premium Tax Credit (PTC) is essential for tax professionals who work with clients enrolled in Marketplace health insurance. In this course, you’ll learn how to accurately calculate, reconcile, and report the credit — ensuring compliance and maximizing client benefits.

We’ll break down how the credit works, who qualifies, and how to handle situations involving advance payments, income changes, and household adjustments. You’ll also review Form 8962, explore common errors that trigger IRS notices, and learn practical tips to help your clients avoid repayment issues.

What You’ll Learn:

• Eligibility requirements for the Premium Tax Credit
• How to complete and reconcile Form 8962
• How advanced premium payments impact tax refunds
• Common mistakes and how to prevent them
• Strategies to educate clients and maintain compliance

By the end of this course, you’ll have the knowledge and confidence to handle PTC cases with accuracy and professionalism — delivering even more value to your clients this tax season.