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Glenn5
Returning Member

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

 
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Accepted Solutions
JohnW15
Intuit Alumni

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

You simply need to file Form 8936 with your return, either on paper or electronically.  No additional documentation is required for your federal return.

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7 Replies
JohnW15
Intuit Alumni

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

You simply need to file Form 8936 with your return, either on paper or electronically.  No additional documentation is required for your federal return.

Glenn5
Returning Member

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

OK. Filled out 8936. It says to attach to tax return. How do I attach for electronic filing in Turbotax?
JohnW15
Intuit Alumni

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

It should be attached automatically when you file.
Glenn5
Returning Member

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

Thank you, but how is this possible? My filled out 8936 is a .pdf document in a separate folder.
JohnW15
Intuit Alumni

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

If you completed the 8936 in your TurboTax program, it should've been electronically transmitted with your return.  If you go to "Forms" mode in TT, can you not see Form 8936?
Glenn5
Returning Member

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

I had no idea it would be automatically filled out. It was in Forms. Thank you!
JohnW15
Intuit Alumni

If I qualified for a PHEV tax credit in Deductions and Credits, what paperwork/documentation is required and how how do I attach it to my electronic income tax filing?

Great!  Ya had me scared there for a minutes!
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