Amended return rejected

[hiker816]

But according to this Credits for new electric vehicles purchased in 2022 or before | Internal Revenue Service (irs.gov) the date of binding agreement does matter.

Not sure if this was directed at me, but I had the binding agreement in place prior to Aug 16, 2022, and put 8/15/22 as the in-service date on the amended return Form 8936 per the IRS instructions that existed at the time (speaking of which, if anyone saved I copy of those instructions directing filers to use this in-service date, I would greatly appreciate a copy!)

So my issue isn't the date of the binding agreement but rather whatever else went wrong--perhaps using the 1/2023 version rather than 1/2022 version of Form 8936 when filing my amended return for 2022?

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[djsider2]

So my issue isn't the date of the binding agreement but rather whatever else went wrong--perhaps using the 1/2023 version rather than 1/2022 version of Form 8936 when filing my amended return for 2022?

Most likely this.

 

[Johnandkim2]

2023 R1S delivered 12/21/2023, amended 2022 tax return via TurboTax and mailed form on 1/25/2024 (no electronic option available). Received refund check on 4/22/2024, 7500.00 + 577.93 in interest. Received sooner than expected.

 

[sub]

Just got my 2022 amendment check in the mail today. The IRS only only took 4 months to process the amendment.

I doubt the IRS is approving/denying these at random. People having troubles must be filling out the forms incorrectly.

 

[UnsungZero_OldTimeAdMan]

Just got my 2022 amendment check in the mail today. The IRS only only took 4 months to process the amendment.

I doubt the IRS is approving/denying these at random. People having troubles must be filling out the forms incorrectly.

Timing. Every year, fall~winter, they reprioritize their workload to prepare for the upcoming filing season. Then during that subsequent filing season, they are primarily preoccupied with those new returns. Also, every October, they get returns from those who deferred. Filing error is one factor. But since the amendments are reviewed and approved by humans, knowledge and judgement of those individuals at the IRS are also a factor.

Side note, I noticed Rivian has taken down the page where binding agreement and IRS amendment guidance once resided.

But according to this Credits for new electric vehicles purchased in 2022 or before | Internal Revenue Service (irs.gov) the date of binding agreement does matter.

It matters because if one were to enter an agreement to buy on and after IRA became law, one would be subject to all rules and regulations of the IRA (vehicle price cap, income cap, max allowable credit of $3750). IRS guidance, passed on by Rivian, were quite clear—enter 8/15/2022 as date of agreement and in-service date on your amendment.

 

[@n!m@l!@]

Mail. Couldn’t get it to e-file in HRBlock

Can you check if you used the 2022 or 2023 version of Form 8936 when you filed? I am doing my amended return thru TurboTax now and it is using the 2023 version of Form 8936 and no way to change it to 2022. It appears that some who used the 2023 version of the form got denied.

Anyone here who submitted the 2023 version of Form 8936 (Rev January 2023) still got approved for the credit?

 

[Move]

Can you check if you used the 2022 or 2023 version of Form 8936 when you filed? I am doing my amended return thru TurboTax now and it is using the 2023 version of Form 8936 and no way to change it to 2022. It appears that some who used the 2023 version of the form got denied.

Anyone here who submitted the 2023 version of Form 8936 (Rev January 2023) still got approved for the credit?

2022 version. Not sure how Turbo Tax works, but for HR Block I first had to open my 2022 return to get the 2022 amended form.

 

[Cycliste]

Filed amended 2022 taxes mid June 2023 using TurboTax 2022 version (electronically) 1 day after delivery, and got a check in the mail 23 Apr 2024

 

[@n!m@l!@]

Filed amended 2022 taxes mid June 2023 using TurboTax 2022 version (electronically) 1 day after delivery, and got a check in the mail 23 Apr 2024

Can you check your submitted form to see if it is the 2022 or 2023 (Rev. Jan 2022 or Rev. January 2023 version of Form 8936)? The version is indicated on the upper lefthand corner of the form. Thanks.

 

[CarRamrod]

I took delivery end of July 2023. Sent in my amended return in August 2023. It hit their system on October 2, 2023. Still haven't got a check or denial. Once my 16 week time period passed the message on the checking amended return web page changed from processing to take action. They gave me the following message. When I call the number a recording is the only option and it tells me they are sorry, but my return is taking longer than 16 weeks. I did mine thru turbo tax as well. Seems like they are all over the board on response times for these. I'll just sit an wait for an official communication from them. Hopefully it's in the form of a check.

 

[Supratachophobia]

Just got my 2022 amendment check in the mail today. The IRS only only took 4 months to process the amendment.

I doubt the IRS is approving/denying these at random. People having troubles must be filling out the forms incorrectly.

Well it sounds like one common denominator is people might be using the 2023 form 8396.

 

[Cycliste]

Can you check your submitted form to see if it is the 2022 or 2023 (Rev. Jan 2022 or Rev. January 2023 version of Form 8936)? The version is indicated on the upper lefthand corner of the form. Thanks.

Rev. Jan 2023

I’m pretty sure I updated TurboTax 2022 software before filing the amended return in June 2023

 

[Johnandkim2]

March 2022 R1S pre-order, 12/21/2023 delivery. Filed using Turbotax software, amended 2022 1040-X, rev 2021 on 2/2/2024. Used Schedule 3, 2022. Form 8936, Rev January 2023. Mailed forms in and received full refund plus interest around April 20, 2024

 

[Cycliste]

Is the difference filing the amended return electronically slows the refund way down?

 

[Johnandkim2]

TurboTax would not let me e-file, had to mail it in. Maybe since I used their free online version to file my 2022 returns originally

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