jonnyg
Posts: 17
Joined: Thu Mar 03, 2016 6:29 am
Delivery Date: 30 Mar 2016
Location: Atlanta, GA

Re: 2015 Tax Credit for EVSE?

Thu Apr 14, 2016 8:23 pm

Line 1 of Form 6251: "If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41, and go to line 2. Otherwise,
enter the amount from Form 1040, line 38, and go to line 7."

Since you aren't itemizing, you enter line 38 from Form 1040 and skip past line 3 to line 7.

jjeff
Posts: 1486
Joined: Wed Jan 13, 2016 9:10 am
Delivery Date: 13 Jul 2014
Leaf Number: 422121
Location: MSP MN

Re: 2015 Tax Credit for EVSE?

Sat Apr 16, 2016 8:11 am

jonnyg wrote:Line 1 of Form 6251: "If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41, and go to line 2. Otherwise,
enter the amount from Form 1040, line 38, and go to line 7."

Since you aren't itemizing, you enter line 38 from Form 1040 and skip past line 3 to line 7.

Thanks guys for sticking through this with me, my eyes just glaze over when reading legal and tax forms :oops:
Needless to say I didn't get my taxes mailed on Friday like I said I was going to do but I was mainly waiting for time to fill out the 8911 and worse, the 6251 AMT form, I'm happy to say they are both filled out now and my credit.........$645 :)
Truthfully this sure would have been easier if H&R Block Deluxe tax software had included the 8911 form but best I could tell, the only version they sold with that form was the most expensive Business edition, which seems kind of crazy for someone like me with basic tax needs, other than needing this EV Charging tax credit.....
All other years I've used Turbo Tax but this year I switched to H&R because of all the crap with TT last year. First they removed several key forms that were always included in the Deluxe version and tried to force people to upgrade to the Premiere?? version, then when people squawked they rescinded the decision and upgraded everyone to Premiere for free, saying they were sorry for the confusion.....it was also last year that Turbo Tax had severe issues with my state tax(MN) and MN actually stopped accepting TT submissions for several weeks. During this time(and I think also during the time TT wanted people to pay to upgrade to Premiere) H&R made the bold step to give their software free to anyone who could prove they paid for TT, I didn't take them up on this(I just waited TT out until they came to the conclusion they were having a PR nightmare on their hands and decided to upgrade everyone to Premier for free) but several friends did and were very happy with H&R, saying it was the same if not better than TT. It's because of this I switched this year from a 10+ year loyal TT customer to H&R. I'd be really bummed if the form 8911 was part of TT's Deluxe version for '15(RonDawg said it was in '13).....would have saved me a ton of time, can anyone say for sure one way or the other whether it was this year?
Flyct said he uses Taxact.com to do his taxes, was it included in their more basic versions? maybe I should look into using Taxact next year :?
I really liked how seamlessly H&R imported my old TT files, was basically like using TT, wonder if Taxact would be so seamless.....

Again thanks guys, $645 is sure better than nothing!
2012 SL purchased used 2/'16
2013 S w/QC purchased new
Juicebox Premium 60a L1/L2 EVSE, Ebusbar 16a L1/L2 EVSE
'12 EVSEupgrade'd 20a L1/L2 EVSE, '13 EVSEupgrade'd adjustable 6-20a L2, 6-13a L1 EVSE
Zencar 13, 20, 30a L1/L2 portable EVSE
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lpickup
Posts: 985
Joined: Thu Nov 17, 2011 2:14 pm
Delivery Date: 23 Dec 2016
Leaf Number: 312310
Location: Raleigh, NC
Contact: Website

Re: 2015 Tax Credit for EVSE?

Wed Apr 20, 2016 8:28 am

jjeff wrote:Flyct said he uses Taxact.com to do his taxes, was it included in their more basic versions? maybe I should look into using Taxact next year :?
I really liked how seamlessly H&R imported my old TT files, was basically like using TT, wonder if Taxact would be so seamless.....

Again thanks guys, $645 is sure better than nothing!


I used taxact.com and have for years (even before it was called TaxAct). I had 0 issues claiming the 8911 tax credit (I just searched for the form and filled it out)--if this triggered any AMT calculations or anything like that, it was all transparent to me, and I claimed about $265 credit (30% of about $875) just as expected. I had no issues as well for my 2011 taxes when I claimed the EV credit itself.

I don't have any experience with TT or H&R (like I said, I've been using TaxAct since it was a DOS program that operated in text mode). I suspect TaxAct is not as refined as the other packages, and it has crept up in price over the past several years (following the trend of the competition), but for my situation, I find it works great.

You asked whether it was included in the base version. The base version of TaxAct is a free version and is really only for 1040EZ uers, so the answer is no. There are 2 higher versions--I can't recall if it's the mid-grade or top version you need, but even the top version is cheaper than the $50 extra you are talking about.
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jamieo
Posts: 108
Joined: Thu Feb 19, 2015 10:01 am
Delivery Date: 21 Feb 2015
Leaf Number: 330288
Location: Memphis Area, West Tennessee

Re: 2015 Tax Credit for EVSE?

Thu Apr 21, 2016 8:35 am

I just wanted to add that I used TurboTax (I've been using it for years) and it worked smoothly... I answered the question and pilled in the appropriate information about my car and that was it. The only hitch was that there was a delay in the IRS 'finalizing the forms' for the EV credit (according to TutboTax) and I had to wait a week or so to actually electronically file the forms. I started everything in late January when I got my W2 and other forms. This is the first year that I ever got a significant "refund" from the IRS ... usually I owe a little or get just a little back. It was nice to see that $7,500 show up in my bank account hahaha!

Flyct
Posts: 186
Joined: Tue Nov 03, 2015 12:04 am
Delivery Date: 02 Dec 2015
Leaf Number: 307113
Location: Bradenton, Florida, US

Re: 2015 Tax Credit for EVSE?

Fri Apr 22, 2016 9:25 am

jamieo wrote:I just wanted to add that I used TurboTax (I've been using it for years) and it worked smoothly... I answered the question and pilled in the appropriate information about my car and that was it. The only hitch was that there was a delay in the IRS 'finalizing the forms' for the EV credit (according to TutboTax) and I had to wait a week or so to actually electronically file the forms. I started everything in late January when I got my W2 and other forms. This is the first year that I ever got a significant "refund" from the IRS ... usually I owe a little or get just a little back. It was nice to see that $7,500 show up in my bank account hahaha!


I had same issue with TacAct.com. I was able to complete my return but had to wait for IRS approval of the tax credit forms before electronically filing.

My refund was $8250 this year, which $7,500 was for Leag purchase in November. It took about 2 weeks for refund to be deposited into my bank account.
2015 Pearl White Leaf SL with Premium (Bose) package
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jjeff
Posts: 1486
Joined: Wed Jan 13, 2016 9:10 am
Delivery Date: 13 Jul 2014
Leaf Number: 422121
Location: MSP MN

Re: 2015 Tax Credit for EVSE?

Fri Apr 22, 2016 1:45 pm

jamieo wrote:I just wanted to add that I used TurboTax (I've been using it for years) and it worked smoothly... I answered the question and pilled in the appropriate information about my car and that was it. The only hitch was that there was a delay in the IRS 'finalizing the forms' for the EV credit (according to TutboTax) and I had to wait a week or so to actually electronically file the forms. I started everything in late January when I got my W2 and other forms. This is the first year that I ever got a significant "refund" from the IRS ... usually I owe a little or get just a little back. It was nice to see that $7,500 show up in my bank account hahaha!

Well if thats the case then I'm going back to TT next year, unless they require one to purchase the premiere level to get forums previously available on the deluxe version. I can't remember now exactly what forms were missing in the '14 version of deluxe that they eventually added back but it's what made me switch to H&R this year('15) which in hindsight was probably a mistake as they lacked the EVSE credit form. Fortunately with the help of people on this forum I was able to download the form from the IRS and add it to my H&R return, getting me back hundreds of dollars :)
2012 SL purchased used 2/'16
2013 S w/QC purchased new
Juicebox Premium 60a L1/L2 EVSE, Ebusbar 16a L1/L2 EVSE
'12 EVSEupgrade'd 20a L1/L2 EVSE, '13 EVSEupgrade'd adjustable 6-20a L2, 6-13a L1 EVSE
Zencar 13, 20, 30a L1/L2 portable EVSE
GE Durastation 30a

Garba
Posts: 20
Joined: Thu Dec 10, 2015 8:38 am
Delivery Date: 10 Dec 2015
Location: Santa Clara, CA

Re: 2015 Tax Credit for EVSE?

Tue Feb 14, 2017 11:33 am

Has anyone tried to claim EVSE credit for 2016?

Does H&R Block deluxe software includes Form 8911?
Santa Clara, CA
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jjeff
Posts: 1486
Joined: Wed Jan 13, 2016 9:10 am
Delivery Date: 13 Jul 2014
Leaf Number: 422121
Location: MSP MN

Re: 2015 Tax Credit for EVSE?

Tue Feb 14, 2017 1:24 pm

Garba wrote:Has anyone tried to claim EVSE credit for 2016?

Does H&R Block deluxe software includes Form 8911?

I haven't yet but I will be trying to get it again this year for another EVSE I purchased. Oh BTW I switched back to TT this year, H&R is no longer that much cheaper and I was a little miffed at them last year in not having that forum I needed and yet it sounded like TT did have it.
2012 SL purchased used 2/'16
2013 S w/QC purchased new
Juicebox Premium 60a L1/L2 EVSE, Ebusbar 16a L1/L2 EVSE
'12 EVSEupgrade'd 20a L1/L2 EVSE, '13 EVSEupgrade'd adjustable 6-20a L2, 6-13a L1 EVSE
Zencar 13, 20, 30a L1/L2 portable EVSE
GE Durastation 30a

jamieo
Posts: 108
Joined: Thu Feb 19, 2015 10:01 am
Delivery Date: 21 Feb 2015
Leaf Number: 330288
Location: Memphis Area, West Tennessee

Re: 2015 Tax Credit for EVSE?

Wed Feb 15, 2017 7:02 am

Garba wrote:Has anyone tried to claim EVSE credit for 2016?

Does H&R Block deluxe software includes Form 8911?


I used TurboTax and got that credit. I filed a couple of weeks ago.

jpadc
Posts: 274
Joined: Sat Dec 13, 2014 7:25 am
Delivery Date: 20 Dec 2014
Location: Indiana & Wisconsin

Re: 2015 Tax Credit for EVSE?

Wed Feb 15, 2017 3:06 pm

jjeff wrote:I was a little miffed at them last year in not having that forum I needed and yet it sounded like TT did have it.


This is the reason I finally went back to TT from H&R. TT has the form (Form 8911) in its basic version, to get the form in H&R, you have to buy the most expensive version of their software.
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