Question

8936-A Commercial Vehicle tax credit

Forum|Forum|1 year ago
February 24, 2025
1 reply
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I transferred the clean vehicle credit to the dealer at purchase. I should be able to show I do not qualify for the "clean vehicle credit"; repay that credit on Schedule 2; and then choose the "Commercial Clean Vehicle Credit" in Part V of the form. Why does TurboTax not let me fill in Part V of 8936-A?

Instructions for Form 8936 say:

Coordination with other credits. A vehicle that anyone
has claimed for the new clean vehicle credit in Part II of
Form 8936 cannot be used to claim the qualified
commercial clean vehicle credit in Part V of Form 8936. If
your vehicle qualifies for both credits, you may choose
which of those credits to claim.
Repayment of credit. If you purchased a new clean
vehicle from a registered dealer and reduced the amount
you paid at the time of sale by transferring the credit to the
dealer and you no longer qualify for the credit when you
file your tax return, you must repay the amount of the
credit that you transferred to the dealer.

Note: this was first posted in "After you file" by mistake

TurboTax Home & Biz Windows

V

Vanessa A

This seems to have been resolved with a previous update. I am able to "repay" the credit that was transferred and then claim the Commercial Clean Vehicle Credit when I go back in and select commercial vehicle credit.

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A

azdmAuthor

On 8936-A, when I check YES on line 4A, I am only able to select YES in line 5 or line 6 and not in line 7 for Commercial Vehicle. I'm also not able to select it in line 18b. Where were you able to select the Commercial Vehicle?

V

Vanessa A

Go back to the interview mode instead of forms mode. Walk through the questions for the transferred Credit and it will then show you (assuming you do not qualify) that you have to pay back the credit. This will show on Schedule 2 line 1b.

Then you can go back and select the Qualified Commercial Vehicle and walk through the steps to enter the vehicle again and claim the credit.