Question regarding CP99A and Form 8936 Schedule A

[chakribt]

Hello

I ordered a Tesla model Y on September 27th and entered a binding agreement and have made a payment. Mad vehicle is delivered on Nov 15th. Since I ordered the vehicle and made payment before September 30th I should qualify for the tax credit according to Tesla and IRS website. I received a form from CP99A on December 15th from IRS stating that I should file 8936 Schedule A while filing taxes. When I enter this information into turbotax saying that order date is September 27th and placed in service date as Nov 15th, turbotax is saying that I am not eligible for tax credit (which clearly is not correct). How do I address this discrepancy. Thank you for your help.

Kind regards,

K 

[DawnC · Accepted solution]

Remove the Nov 15th date from the Placed in Service box.   You can leave that box blank, and as long as the purchase date is on or before 09/30, the denial screen will not show up.   You will see the credit applied on Schedule 3 of Form 1040.   

[chakribt]

Thank you so much! Looks like it worked.