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Level 2
posted Nov 26, 2023 4:48:13 PM

EV Tax Credit Calculation

I plan on buying an EV (Tesla Model Y) in a couple weeks and want to make sure I will get the full $7,500 tax credit. I will use a sample 1040 tax form as an example below:

 

W2 income - line 1a - $78,975

Taxable income - line 15 - $64,668

Tax - line 16 - $9,831

line 22 - $9,831

Total tax - line 24 - $9,831

Federal tax income withheld - line 25d - $10,888

Refund - line 34 - $1,056

 

If we use these numbers my refund would increase from $1,056 to $8,556, correct? It all depends if line 22/24 is above $7,500 for me to get the full tax credit, correct? It doesn't matter that I'm already getting a refund even without the EV tax credit, correct?

 

 

 

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2 Replies
Level 15
Nov 26, 2023 4:52:20 PM

You are correct.  The EV credit reduces the taxes on your taxable income, regardless if you were already receiving a tax refund.  

Level 15
Nov 26, 2023 5:43:15 PM

@msveinson21 and technically, it's Line 22 that really matters