It seems like the online version of Turbo Tax won't append your AMT calculation sheet, which is required to take the EV credit. If Turbo Tax is appending the AMT sheet (6251) then it appears you are fine. If Turbo Tax isn't attaching that form then you get docked the $7500, and get the hassle of fixing your return to get the EV credit.
Basically before you file, check to see that you are submitting Form 6251 (AMT). If you don't have that then get it before you file.
also, the online version (according to the representative from TurboTax) will submit the 6251 as long as you do the "File by Mail" method. It just won't efile it... or at least that's what she said.
I also eventually found a method of clicking through the IRS phone system that got me to a live representative. He was more helpful than it was indicated by posts here. Basically, what he said is that the IRS will withhold any part of a refund that is missing forms. You'll receive notification of that fact and then all you do is submit the forms. Then you'll get the rest of the refund. He said it will take about 4 weeks to process (slightly longer than the original return). He said it isn't an amendment (which takes 6-8 weeks).
He said absolutely do not send in any paperwork at this time for me (since my paperwork is still processing). This had been the TurboTax representatives advice. He said that just mailing in the correct form will likely never get it to my files. He said mailing in the whole package again early is a "duplicate return", not a amended return, and that will take 8-12 weeks to sort out. He said the easiest thing to do is to just wait until I get my return. If it is missing that portion of the refund, then I should send in the correct forms at that time in response to their letter. They will then process the rest of my refund within 4 weeks.
He said not to do anything until I hear more. Perhaps I'll get the whole thing anyway.
There is one twist. I wasn't able to take the EVSE charging equipment refund (about $700 of credit). I wonder if they will process that now... that'll mix things up a bit.
Again, let me know if this is congruent with what those who have received an incomplete refund have seen. He said I should receive information with what to do to get the rest of the refund, and then it isn't an amendment, I just follow the directions provided. Then it should take less than 4 weeks.
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Is there any rhyme or reason here??? I downloaded mine directly from Intuit - Deluxe Federal & State.
hopefully it doesn't go by first name... cuz then I'm going to end up in the same boat as you!
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Kraken,
I actually did talk to a live IRS agent (she was nice, as I mentioned in the 1st post) -- but I would suggest not wasting your time. They aren't trained on it and don't have people available to answer anything but the most basic of questions. It's a direct result of a lack of funding - and is making national news -
Poor IRS customer service hurts taxpayers
I actually did get through. He was actually very helpful. Finding what buttons to click to get to a live person on the other hand was fricken ridiculous.
