The wife and I tied the knot in 7/2023. She purchased a Tesla Model Y in 3/2023. Her 2022 AGI is below the single filer cutoff limit and should therefore eligible for the $7500 clean vehicle federal tax credit in tax year 2023.
My 2022 AGI was above the single filer EV tax credit threshold - and the joint filer limit also, for that matter.
I started our 2023 return using H&R Block software by importing my return from 2022. Despite filing jointly, it used my 2022 single-filer AGI to determine we aren't eligible for the EV tax credit. I cannot edit this field. I can likely restart the return from scratch by importing DW's 2022 single filer return as a workaround but figured I'd ask the Bogleheads hivemind: In order to get the $7500 EV tax credit in the cleanest way possible, should we be filing our 2023 returns jointly or separately? If it matters, we live in CA. We don't have any dependents. Thanks!
My 2022 AGI was above the single filer EV tax credit threshold - and the joint filer limit also, for that matter.
I started our 2023 return using H&R Block software by importing my return from 2022. Despite filing jointly, it used my 2022 single-filer AGI to determine we aren't eligible for the EV tax credit. I cannot edit this field. I can likely restart the return from scratch by importing DW's 2022 single filer return as a workaround but figured I'd ask the Bogleheads hivemind: In order to get the $7500 EV tax credit in the cleanest way possible, should we be filing our 2023 returns jointly or separately? If it matters, we live in CA. We don't have any dependents. Thanks!
Statistics: Posted by investor997 — Sun Feb 25, 2024 5:22 pm — Replies 0 — Views 224