rileymcinnis
Level 1
‎08-14-2023 02:37 PM

My client has 3 energy credits for 2022

1) an EV credit form 8936 for $7500

2) an Alternative Fuel Vehicle Refueling (EV charging station) credit form 8911 $1000

3) Residential Energy Credit (solar installation) form 5695 $7776

Total credits $16,276

1040 line 21 $11,836

Pro Series applies the $7500 ev credit, + $4336 of the solar credit

Pro Series only carrys forward the unused solar credit $3440 not the $1000 charging station credit.

That's a problem.  Appreciate ANY input/help with this

Thank you!

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TaxGuyBill
Level 15
‎08-14-2023 04:01 PM

Have you checked the 8911 for errors?

Is the 8911 only the personal credit?  Is it showing up on line 19?  Is it transferring to Schedule 3?

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Terry53029
Level 15
Level 15
‎08-15-2023 12:20 PM

The credit for charging station is a nonrefundable credit, and is lost if not used up. No carryover. see instructions for form 8911

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