Anybody claimed their 2023 tax credit yet?

[F150ROD]

I do it on TurboTax and can’t get as the form isn’t available until 2/21/24. Waiting patiently

Same, looks like that form won't be out until that date at the latest.

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[RickLightning]

This form is an annual thing with TurboTax, every year people have to wait. Much of that wait is when the IRS releases the final rules, then the final form, then it has to be coded.

 

[TaxmanHog]

I’m waiting on confirmation from my dealer that they filed the 15400 form but it appears they did.

No need to wait, form 15400 will be used POST filing season for a programmed compliance review a year+ down the road, I doubt your claim for credit will be rejected in the interim.

** If your filing SERVICE is ready to transmit on the approved form 8936 for TY2023

 

[ciferguson37733]

I do it on TurboTax and can’t get as the form isn’t available until 2/21/24. Waiting patiently

Yea that

 

[priceb]

Had no issues filing with TaxHawk. The form was ready. All the needed information was included on the "Seller's Report for Section 30D Clean Vehicle Credit" provided to me by my dealer.

 

[Roy2001]

I think all you need to do is to fill VIN and purchase date, of course, brand and model, when you file tax.

 

[sstevetx]

I entered the data in TurboTax, but as others mentioned, they are waiting on the updated forms. TurboTax shows I'll get the full $7500 plus another $190 for the EV charger I installed last year. I just had to enter the VIN and the amount listed by the dealer (7500) on the 30D/15400.

I also got a letter from my dealer last month with the completed form 15400.

 

[LazyLightningATX]

I filed free using TaxAct and everything seemed to be in order there. Return was received, now just waiting on my refund!

 

[Gary H]

Anybody who bought a tax credit-qualifying Lightning in 2023 already filed their taxes? I'm planning to do mine soon (I file by myself using Freetaxusa). Wondering if anybody's run into any surprises. I got confirmation from my dealer that they filed the 15400 form.

yes my COA said they changed the password again he had to put in the vin number to get it

CPA dame spell check

 

[John Becker]

Don't forget about Form 8911 to claim a tax credit for the lesser of $1,000 or 30% of the cost of purchasing and installing charging equipment.

 

[F150ROD]

I was doing Turbo Tax also but after reading some conversations online, the tax form is ready and turbo tax is just taking their sweet time. They won't file until the 21st.

I used Freetax USA instead today. IRS accepted Today.

 

[TaxmanHog]

I was doing Turbo Tax also but after reading some conversations online, the tax form is ready and turbo tax is just taking their sweet time. They won't file until the 21st.

They are on the slow side of integrating the form revision into their processing system, BTW TT has been dropped as a favored E-file provider, the FTC has a beef with them.

https://apps.irs.gov/app/freeFile/browse-all-offers/

 

[flyct]

Don't forget about Form 8911 to claim a tax credit for the lesser of $1,000 or 30% of the cost of purchasing and installing charging equipment.

This year with the new IRA rules, if you live in an “Urban“ area you don’t qualify for the charging equipment credit. Bummer.

 

[RickLightning]

This year with the new IRA rules, if you live in an “Urban“ area you don’t qualify for the charging equipment credit. Bummer.

That's both for 2023 and 2024...

BUT...

Your definition of urban isn't what matters.

https://www.f150lightningforum.com/...low-income-or-non-urban-locations-only.18107/

 

[flyct]

Filed 2023 online with TaxAct on 2/15/24 as soon as my investment documents were available.
Received acceptance same day

Today 2/28/24 checked status and it shows refund approved and will be deposited tomorrow. 2/29/24

I filed for 2 EV Credits for total of $15,000.00

IRS Check Status site https://sa.www4.irs.gov/wmr/

PII, Personal Identifiable info and refund amount redacted below.

------------------------------------------------------------

Refund Status Results

Your tax refund is scheduled to be sent to your bank by February 29, 2024.
If your refund is not credited to your account by March 05, 2024, check with your bank to see if it has been received.
Please Note
For refund information, please continue to check here, or use our free mobile app, IRS2Go. Updates to refund status are made no more than once a day.
Your personal tax information

Tax Year	2023
Filing Status	Married and filing jointly
Social Security number	xxx-xx-xxxx
Your refund amount	$x.xxx.xx
Deposit date	February 29, 2024

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