What's the delay with submitting form 8936? I entered my tax information then at the end I was told I couldn't e-file until 2/2 and now it's been pushed back to 2/9?

[DoninGA]

@MichNoah 

The IRS Form 8936 Clean Vehicle Credit for tax year 2023 has not been finalized in TurboTax.

The form is scheduled to be available on 02/21/2024.

Go to this TurboTax website for forms availability - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...

[rl2348]

I started reading this message thinking it was for tax year 2023.  Apparently, Intuit had the same problem for 2022 and is still delayed in getting 8936 ready.  There's been no change to the form so I'm not sure why there's a delay in having it ready.  Delaying filing for a credit of this amount is going to cause a lot of people problems.  Intuit needs to do better in this regard.

[SteamTrain]

@DoninGA 

Any chance you can get the Moderators to contact the folks creating the Forms list?

Get them to move the 8936 to at least one day later....like Thursday the 22nd instead of Wed the 21st?

That might avoid at least some of the screaming.

_______

The 1040X too is listed as the 21st, and that won't happen (OK, 80% won't happen)...one more day later....heck, looking at the not-ready list, those not ready are all listed as Wednesdays, which almost never happens.  Change any not ready to one, or even two days later !

[DoninGA]

@SteamTrain I requested that the dates be changed to Thursdays back on January 11, 2024.  Other than the reply back that they would forward the request....nothing was done.

[jeffrapp]

DoninGA I just used your link. It says form 8936 is available, but it's not.

Can you explain? Pretty frustrating.

[DoninGA]

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@jeffrapp wrote:

DoninGA I just used your link. It says form 8936 is available, but it's not.

Can you explain? Pretty frustrating.

---

All I can tell you is that the Form 8936 is available in the TurboTax desktop CD/Download editions for tax year 2023 and does NOT have the red Do Not File entered at the top of the form.

Have you updated your software to the latest release?

[jeffrapp]

I am not using the download edition. I am doing it online.

[SteamTrain]

@jeffrapp 

Make sure you go thru the Clean Vehicle Credits Q&A again from start to finish.

Once the forms are (were?) updated, there may be new questions that must be answered after the update, and it's possible that those may be blocking you.

[MonikaK1]

If you followed the steps recommended by @DoninGA and @SteamTrain and are still not able to use Form 8936, try manually updating TurboTax Online as explained in this help article:

If you're having trouble updating your TurboTax 2023 for Windows Individual software using the "Check for Updates" method, here are instructions for how you can get the latest federal program update:

1. Close TurboTax and all other programs except this browser window.
2. Select this link to download the 264 MB update.
3. Save the update file to your Windows desktop.
4. Double-click the update file w_perrelsuperpatch... on your desktop to install the manual update.

Logging out of TurboTax and back in, changing browsers, or clearing your cache and cookies often helps. 

@jeffrapp 

[jeffrapp]

Thanks for the advice, MonicaK1.

Yesterday, I went back in. Once again, TurboTax said I had one more step to finish, and once again showed a partial image of an unavailable tax form. However, the writing above indicated that this time, the form was 8911, which is a form to claim tax credit for EV charging property, a business credit. At that point I called customer support, and after the usual recorded options, and me insisting "agent", I got a wonderful agent who joined me on the computer and fixed it. Magically, I was then able to finish and file. My return is now in the friendly hands of the IRS and FTB.

This is a bad look for TurboTax. Apparently, form 8936 has been available for some time (as you said), but I was never notified. Why it substituted form 8911 is a mystery to me and the agent. He said he would bring these matters up to the next level, but who knows? He also kindly gave me a $30 credit for next year, but again, we'll see. For all the work and time I spent on this, I should be made a VP of Intuit.

Again, thanks for all the effort on this forum to help.

[MonikaK1]

Thank you for the follow-up report. Glad to hear you were able to file.