DaveF1006
Expert Alumni

Deductions & credits

According to IRS guidelines, if you did not elect to transfer the credit at the time of sale, you may still need to file Form 8936 to claim or report the credit. If you skip the form, the IRS may request it later, especially if there are discrepancies in their records. Filing Form 8936 proactively might help clarify your position and avoid delays or complications.

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