Dealer screwed up tax credit paperwork (Post 62)

[shutterbug]

So for the claim that the process changed in 2024:
Credits for new clean vehicles purchased in 2023 or after
Specifically states:

How to claim the credit​

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To claim the credit, file Form 8936, Clean Vehicle Credits with your tax return. You will need to provide your vehicle's VIN.​

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Get a time-of-sale report​

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The dealer should give you a paper copy of a time-of-sale report when you complete your purchase.​

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• Keep this copy for your records because it affirms that the dealer sent a report to the IRS on the purchase date.
  • • If you didn’t receive a copy of the report, follow our step-by-step guide.

File Form 8936 with your tax return​

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You must file Form 8936 when you file your tax return for the year in which you take delivery of the vehicle. This is true whether you transferred the credit at the time of sale or you’re waiting to claim the credit when you file.​

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If you have questions or concerns, follow our step-by-step guide.​

So, (A)how is this process different and (B)Did you get the report on last year's purchase and (C) did you get the tax credit without having a copy of the report?

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[TaxmanHog]

So, (A)how is this process different and (B)Did you get the report on last year's purchase and (C) did you get the tax credit without having a copy of the report?

Calling the IRS, may start the wheels in motion to get a compliance employee to work with the dealer, maybe facilitating a correction of their failure to provide documentation, leading a horse to water, but can they make them drink?

Let us help you | Internal Revenue Service (irs.gov)
Individuals
800-829-1040
7 a.m. to 7 p.m. local time

 

[RickLightning]

@shutterbug, the exact 2024 requirement has been posted. You are beating a dead horse.

Now, using the Ignore function for this thread.

 

[Joe.....Montana]

Still had the photo on my phone....pulled right off IRS website. Maybe it didn't change...¯\_(ツ)_/¯

 

[TaxmanHog]

Thoughts on next steps from my end?

No need to panic, contact the IRS as noted on this post, report the dealerships failure to comply with current procedures, keep all your sales documents in your tax file records and make the claim for the credit when you file your 1040-2024 return after 1/1/2025.

https://www.f150lightningforum.com/...ax-credit-paperwork-post-47.19504/post-390948

Thread is closed....

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