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QUESTION

What’s the most I would have to repay the IRS?

Individuals with no coverage | Comparing Plans: Benefits and Costs |
ANSWER

That depends on what your actual income turns out to be and your tax filing status. On your tax return, you will compare the actual amount of advance premium tax credit you received during the year to the amount you should have received based on your modified adjusted gross income, and then pay back some or all of the excess.

There are repayment limitations for those whose income is below 400 percent of the federal poverty level (see table below). If your income goes over 400 percent of the federal poverty level you will have to repay the full advance premium tax credit amount you received. (IRS, Questions and Answers on the Premium Tax Credit, 26 C.F.R. § 1.36B-4.)

Tax Year 2023 Limits

Income % of FPL

Single filing status

Married filing status

Less than 200

$350

$700

At least 200, but less than 300

$900

$1,800

At least 300, but less than 400

$1,500

$3,000

(IRS Rev. Proc. 2022-38.)

Tax Year 2024 Limits

Income % of FPL

Single filing status

Married filing status

Less than 200

$375

$750

At least 200, but less than 300

$950

$1,900

At least 300, but less than 400

$1,575

$3,150

(IRS Rev. Proc. 2023-34.)

Individuals with no coverage
Individuals with coverage
Coverage for small employers
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