Enrolled Agent Exam [Part 1] 49, Premium Tax Credit and Excess APTC Reconciliation

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • How to calculate household Modified AGI for the Premium Tax Credit. • The process of reconciling Advance Premium Tax Credits (APTC) on Form 8962. • How statutory repayment limitations cap the amount of excess APTC you must pay back. • The temporary elimination of the 400% Federal Poverty Line "cliff" for tax years 2021-2025. • Why a change in income during the year is a major exam trap for PTC questions. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or Youtube Channel: https://www.youtube.com/@Open-exam-prep

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This episode was published on March 5, 2026.

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