Solar Credit in Illinois - Docs needed?

[Glaze72]

Hello All:

I hope you can help out a newbie. I live in Illinois, and had panels (no powerwall) installed last spring. I am going to be getting my taxes done in a couple of weeks, and I am eager to get the installation credit.

However, my tax preparer is telling me that the info I have is not enough to claim a credit. I have the Solar Purchase Disclosure form from Tesla, and also the loan agreement. But I am being told I need an actual invoice, which I do not have and Tesla seems unwilling to provide.

Can anyone tell me what documentation they used to claim a tax credit? I appreciate the help.

 

[DHevey]

I don't believe I provided any of that to my accountant. I prepared a spreadsheet that documented my costs, and he used that to complete the state and federal forms. I will be doing the same this year after some modifications in 2019.