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Hi Amy C.,

I spent over 2 hours on the phone with a support specialist.  They shared my screen, collected debug data, and argued that the rule in the TT interface was correct.   In the end after looking at Form 8936 and filling it manually they agreed the interview was not treating AGI verification correctly but "they didn't know how to file a bug report and would need to talk to a supervisor".  Nothing came of that.   Here's a screen capture of TT today showing the false statement "Individuals can't claim the credit for a new clean vehicle if their Modified Adjusted Gross income in either 2023 or 2022 is more than $150,000 ($300,000 if married filing jointly"  I am married filing jointly in 2022 and  2023.     The text goes on "Based on what we have right now  your 2023 Modified Adjusted Gross Income is 3xx,xxx and is too high to qualify for the credit.   At the bottom it shows my 2022 AGI populated from previous year's return is below the limit.   But I am denied the credit anyway.   The real logic is if EITHER 2022 or 2023 is below the limit the credit should be allowed.

I am willing to start over with the interview one more time it you think that might be helpful. Then it's off to HR BLOCK and goodbye Turbotax.  A shame since I have been using this product for more than a decade but it's not worth the struggle or losing a 7500 USD credit to continue.   I have redacted my exact income numbers but they are as I describe above..  The false statement is highlighted.