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[Richard230]

For the past few years I have had my simple tax return prepared by a local tax service, who recently moved out of town.  So that left me with the local H&R Block tax office.  Today I visited them to have my tax return prepared and was surprised to discover that they could not access IRS Form 8936 - even though I could and actually gave them a hard copy.  It turns out that they can only deal with IRS forms that their IT department has entered into the database. Right now all of the new IRS forms are labeled as "TBD".  When my tax preparer called the IT department to ask when Form 8936 would be available so that he could complete my return, he was told that they would get around to it when could and to keep checking back on the H&R Block website for recent updates. That was not what I wanted to hear as I expect to get a refund this year and I want to hit the trough before the government runs out of money again. Right now H&R Block is not giving me a warm and fuzzy feeling. 

However, I was (so far) pleasantly surprised that I have not received a 1099 from the California EV Rebaters and it looks like I will not have to pay State or Federal income taxes on the $900 that I received for buying my 2012 Zero. (Unless, of course, I am unpleasantly surprised by some sort of government form letter later this year.)

[Richard230]

After bugging H&R, I received a call today informing me that the EV credit rebate form would be in their computer system next Tuesday, February 19.  I am not too happy about the delay, but I bet there are people who bought EV autos who are even less happy about the situation than I am.

[benswing]

I use Turbotax and they informed me that the IRS had not made the form available electronically as of last week.  I received an email a couple of days ago saying the form is now ready.  It may not be H&R Block's fault on this one. 

[Richard230]

I use Turbotax and they informed me that the IRS had not made the form available electronically as of last week.  I received an email a couple of days ago saying the form is now ready.  It may not be H&R Block's fault on this one.

So I have been hearing on the national news.  It seems like the IRS has really been struggling trying to double-check that their new forms for 2012 tax year conform with the "Fiscal Cliff" tax changes Congress enacted at the last minute at the end of the year.  It also sounds like not all of their forms are coming online at the same time.  I gather that they are dealing with the most popular forms first, getting them online and then moving on to the less popular forms - like the EV credit, no doubt.

[Richard230]

It looks like the wait may be over. I received a call from H&R Block yesterday setting up an appointment with my tax preparer for tomorrow afternoon to complete my tax return.  On the other hand, I hear that another "Fiscal Cliff" budget crisis is heading our way at the end of the month - and Congress just adjourned for a ski-week vacation.

[Richard230]

H&R Block still didn't have IRS form 8936 in their computer program last week. But it showed up over the weekend. So today they finally were able to complete my tax return. But when they went to file the return electronically (which is why I went to them in the first place), a warning statement came up that said that the IRS would not accept my tax return electronically because the EV credit form was attached. I was instructed to file by snail mail, so that is what I did. I wish I had known that a month ago.