I'm totally confused what to do with form 8936 - Clean vehicle credits

[dare88]

Please help me, i am trying to get answers online but everyone are telling me different things.

So i purchased EV vehicle in 2024.

Answered YES to turbo tax question about transfer to the dealer and entered whole amount i received ($7500).

But few days ago i received a letter from IRS stating "you are required to file Form 8936 and 8936 Schedule A...".

So,

1. Do i need to file that form by myself and send it to IRS separately from my Turbo tax return ?

2. If turbo tax already asked me that question does it mean i don`t need to file it separately and turbo tax will take care of it?

thank you

[KrisD15]

No, you don't file it yourself, the Form is included in your tax return.

Yes, if you completed the interview, the issue would be reported on Form 8936 which is part of your tax return.

Form 8936 and Schedule A (Form 8936) should be included with the tax return you completed using TurboTax.

Please verify that those forms are included. 

HERE is a link with the steps to view the forms when using TurboTax Online. 

[dare88]

Thank you

So when i go to tools i see  Form 8936 now.

But i don`t see Schedule A anywhere.

Does is say Schedule A or something else?

Thank you

[mariog7]

Yup, I have the same question.  Where is 8936 Schedule A?  This is very confusing and frustrating!

[mariog7]

Actually, TurboTax automatically generates both forms!  If you click form view, you’ll see 8936 and A

[dare88]

they do.

But there is glitch in their system so your tax will never pass the pending status and IRS will never receive it.

Nobody using TT with EV clean vehicle credit got accepted yet by IRS

[mariog7]

Thanks, but how do you know this?

[RachelW33]

We are aware that some of our customers are having an issue with the EV credit payback reporting when the credit was transferred to the dealer.

Please click here to sign up to receive an email notification when this issue has been resolved.

@dare88 

@mariog7 

[tbreezy]

Are we still supposed to fill out the form if we cancel the delivery ???? i called earlier and they told me it doesn't apply since I didn't get the car and wanted used

[Vanessa A]

No.  If you did not get the credit nor take delivery, then you would not fill out the form for the credit since there is no vehicle to apply the credit to. 

[Mls2008]

Has this issue been resolved ? I looked through the return and it appears form 8936 has been filled out aside from a few questions?

[orangefluffycat]

Has anyone gotten their Form 8936 Schedule A to generate? I see Form 8936 has been generated in my list of forms, but not Form 8936 Schedule A...

[Mls2008]

Hi there, 

I did see form 8936 and schedule A both on my printed copy of my federal return. I did not submit my return yet as I read people were getting auto rejections. Unsure if that was resolved or not yet, waiting for a response on that.

The form appears to have completed necessary questions. 

[CatinaT1]

Before you file be sure to check the following steps: 

Please follow these steps:

1. Check the report that you received from the dealer and make sure it is correct and matches what you have entered on your tax return.

Dealers who sell vehicles eligible for a used (previously owned) vehicle credit under IRC 25E must f...

2. Contact the dealer and make sure that they provided the correct information to the IRS and/or that they did provide the sale information to the IRS.

If you file and get a reject, it can be due to IRS business rules:

• VIN is incorrect (Rejection code F8936-030-01)
• Your tax ID and VIN do not match in the IRS database (Rejection code F8936-046)
• The credit type claimed and the amount entered on the Schedule A of Form 8936 is not matching the IRS database (Rejection code F8936-0047)
• The purchase date is inconsistent with the IRS database (Rejection code F8936-048)

If number 1 and 2 are true and the IRS still rejects your tax return, you will have to print and mail the return, including substantiating documentation for the claim of the credit.

Clean vehicle credit seller or dealer requirements | Internal Revenue Service

[orangefluffycat]

Form 8936 generated just fine. Form 8936 Schedule A is still not generating on my end. Anyone have any info as to why this is happening or recommendations to get it to generate?