Clean Vehicle Credit

Forum|Forum|2 years ago
January 18, 2024
18 replies
109 views

I'm filling out the Clean Vehicle Tax Credit. I went from Married filing jointly in 2022 to Head of Household in 2023. I should be under the modified AGI on my joint 2022 but I don't have the option to specify. I could 1/2 my line 11 number but that seems like a big red flag.

TurboTax Basic Windows

AnnetteB6

Employee Tax Expert

Be sure that you have entered all of your income for your 2023 tax return. Then, as you go through the credit section to enter the details for the Clean Vehicle Tax Credit, TurboTax will determine if your 2023 modified AGI meets the qualifications.

If it does not, then there will be an additional screen asking you to enter your 2022 tax return information to qualify based on your prior year information. If you do not get that additional request for information, your current year return is under the maximum limit.

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JimKerwoodAuthor

Level 2

My 2023 AGI is too high. I do get the second page to enter my 2022 information. My 2022 is too high as a Head of Household but not too high as married which I was in 2022. I don't see a way in the form to say I had a different filing status in 2022. Since I can't say I had a different filing status it says I don't qualify.

AnnetteB6

Employee Tax Expert

After researching this further using the IRS Instructions for Form 8936, there does not seem to be any guidance or provision in the instruction that allows for you to apply the limitation based on the previous year's filing status modified AGI limit. It only allows you to use the previous year's modified AGI, but it must be under your current year's filing status limit.

Take a look at the 2023 version of the IRS Form 8936 using the link below. The top section labeled Part I is where it compares your current year modified AGI to your previous year modified AGI. The lowest of these is reported on line 5.

Then, Part II just applies the filing status limitation on the amount shown on line 5. Applying the limitation to the previous year's filing status is not an option.

2023 Form 8936

@JimKerwood

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