Deductions & credits

They did not give me any estimate.  I was on the phone for over an hour and frankly they appeared to disregard the issue.  The representative bluntly suggested that I should take the issue to the forums.

 

I was dissatisfied due to the fact that it is very easy to look up this guidance, and at the time the guidance was issued it actually made headline news.  I provided the exact same IRS documents to TurboTax/Intuit but they appear to not be taking it seriously.  They do not issue a ticket that can be tracked for the issue so there is no follow up mechanism for the consumer.  I hope they implement a fix quickly.

 

Even ChatGPT is able to acknowledge the IRS guidance reference and concludes that the tax credit is applicable if a binding contract with payment happened before 9/30/2025 and the vehicle was placed in service after 9/30/2025.

 

One interesting nuance is in form 8936 it doesn’t even have a date field, so it appears TurboTax is using internal logic not reported on the form, and their internal logic appears incomplete because it does not account for the IRS guidance.