StaffanM
New member
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- #1
Fair warning folks since it’s tax filing season, when I purchased my F150 Lightning in October of ‘24 this was the first new EV I purchased that would qualify for the EV tax incentive/credit. All of my forms finally became available to me to complete filing my taxes yesterday so I got around to submitting my tax return with the $7,500 tax credit included and the IRS rejected the filing almost immediately with the error codes
SA-F8936-048 - The e-File database indicates this vehicle was not purchased during the tax period of the return.
SA-F8936-047 - Schedule A (Form 8936) credit amount does not match the type of credit reported in e-File database.
Upon further investigating and a few calls to the dealership. The dealership never submitted the correct form to the IRS with the buyer (my) information, so the IRS has zero records indicating that I purchased an electric vehicle.
Come to find out this needed to be done either at the time of sale or within 3 days of the sale. (Had absolutely no idea this form was a requirement in order to be eligible for the tax credit during filing) well now the issue is the dealership I bought my truck from was bought out and is a different Ford Dealership now. Long story short, my $7,500 tax credit was officially burned as a result of this. I’ve read somewhere that if a dealership neglected to file the paperwork you can file your taxes as you normally would (which the IRS then adjusts it themselves) and I’ll wind up owing money for 2024 rather than having a return and you can file an appeal and submit the sale contract as proof of purchase during the amend process (which can take 6 months to a year)
Has anybody else been in a similar position? If so, what did you do or what are your recommendations? I have yet to submit my tax filing for the second time in case there is a way to submit proof of purchase and avoid having to go through the amend or appeal process with the IRS which is a huge headache all for something that should have been the dealerships responsibility and was neglected.
SA-F8936-048 - The e-File database indicates this vehicle was not purchased during the tax period of the return.
SA-F8936-047 - Schedule A (Form 8936) credit amount does not match the type of credit reported in e-File database.
Upon further investigating and a few calls to the dealership. The dealership never submitted the correct form to the IRS with the buyer (my) information, so the IRS has zero records indicating that I purchased an electric vehicle.
Come to find out this needed to be done either at the time of sale or within 3 days of the sale. (Had absolutely no idea this form was a requirement in order to be eligible for the tax credit during filing) well now the issue is the dealership I bought my truck from was bought out and is a different Ford Dealership now. Long story short, my $7,500 tax credit was officially burned as a result of this. I’ve read somewhere that if a dealership neglected to file the paperwork you can file your taxes as you normally would (which the IRS then adjusts it themselves) and I’ll wind up owing money for 2024 rather than having a return and you can file an appeal and submit the sale contract as proof of purchase during the amend process (which can take 6 months to a year)
Has anybody else been in a similar position? If so, what did you do or what are your recommendations? I have yet to submit my tax filing for the second time in case there is a way to submit proof of purchase and avoid having to go through the amend or appeal process with the IRS which is a huge headache all for something that should have been the dealerships responsibility and was neglected.
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