Has anyone received their refund for an amended 2022 federal tax return?

[md2023]

Hi all, what documents other than the binding contract did you have to provide to your TAX Professional?

I provided Form 8936

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[AxelR]

Does anyone have an instructions on how to file this amendment with Turbotax?
I signed the BPA.
Date Plug-In placed in Service - 8/15/2022
Date Acquired? This is the date we picked up the car from Rivian, or it's also 8/15/2022? it says it cannot be later than the date plug-in placed in service

Use 8//15 for both.

 

[md2023]

I filed my federal return before taking delivery and have since filed my amended return, which was accepted right away (about a month ago now) but I still haven't received the $7,500 refund.

I know many people received their refund pretty quickly on their original return, but wondering if any others have filed an amended return and received the refund yet. I tried tracking it through the IRS website but it doesn't like my inputs

My check arrived today about a month after sending it in. IRS received it 5/23. Pretty shocked I got this quickly.

 

[TXR1S]

No movement here - irs received 5/5, but not yet adjusted.

 

[TXR1S]

I filed my federal return before taking delivery and have since filed my amended return, which was accepted right away (about a month ago now) but I still haven't received the $7,500 refund.

I know many people received their refund pretty quickly on their original return, but wondering if any others have filed an amended return and received the refund yet. I tried tracking it through the IRS website but it doesn't like my inputs

Are you using “where’s my amended return”?

 

[CaptainX]

If I remember correctly, filing an amended return is fairly simple, at least for this type of situation. I'm wondering if I should do this myself, or pay my accountant to file. - Any thoughts? Also wondering if any documentation is required at the time of filing the amendment.

 

[TXR1S]

No movement here - irs received 5/5, but not yet adjusted.

Got my check today! Website didn’t show “adjusted” until the day the check arrived.

 

[Killer95Stang]

If I remember correctly, filing an amended return is fairly simple, at least for this type of situation. I'm wondering if I should do this myself, or pay my accountant to file. - Any thoughts? Also wondering if any documentation is required at the time of filing the amendment.

Knowing what know now, I'd do it myself. I paid my regular tax accountant $100.00 for a few clicks of the mouse.

 

[LoneStar]

I know answers are not "tax advice".
I'm curious, when filing the Amended 2022 Fed Return

What is the "Date Purchased or Placed Into Service"
assuming the date last year ??


Rivian Binding Agreement signed on 8/11/2022
Rivian Sales Contract / Delivery on 6/15/2023

 

[LoneStar]

Did anyone e-file the amended 2022 Federal Return? If so how did you include a copy of the Rivian Binding Agreement? Or is it best to handle the amended return on paper with the Form 1040-X, revised Form 8936, and copy of signed Rivian Binding Agreement?

Trying to understand the "mechanics" of how those who've successfully filed 2022 amended tax return and got paid by the IRS.

 

[AxelR]

Did anyone e-file the amended 2022 Federal Return? If so how did you include a copy of the Rivian Binding Agreement? Or is it best to handle the amended return on paper with the Form 1040-X, revised Form 8936, and copy of signed Rivian Binding Agreement?

Trying to understand the "mechanics" of how those who've successfully filed 2022 amended tax return and got paid by the IRS.

E filed using TurboTax. Didn’t upload any documents.

 

[TXR1S]

Did anyone e-file the amended 2022 Federal Return? If so how did you include a copy of the Rivian Binding Agreement? Or is it best to handle the amended return on paper with the Form 1040-X, revised Form 8936, and copy of signed Rivian Binding Agreement?

Trying to understand the "mechanics" of how those who've successfully filed 2022 amended tax return and got paid by the IRS.

Did not provide agreement. Would only need it for an audit.

 

[Autolycus]

I know answers are not "tax advice".
I'm curious, when filing the Amended 2022 Fed Return

What is the "Date Purchased or Placed Into Service"
assuming the date last year ??


Rivian Binding Agreement signed on 8/11/2022
Rivian Sales Contract / Delivery on 6/15/2023

Read the instruction to the Form 8936 closely.

https://www.irs.gov/pub/irs-pdf/i8936.pdf

Line 3
Enter 08/15/2022 if you qualify and elect to apply the transition rule discussed below.

Transition rule. If you purchased, or entered into a written binding contract to purchase, a qualified plug-in electric drive motor vehicle after 2021 and before August 16, 2022, you may elect to treat such vehicle as having been placed in service on August 15, 2022, the day before the enactment date of the Inflation Reduction Act of 2022.

 

[CaptRat]

Did not provide agreement. Would only need it for an audit.

Same here. E-filed through TurboTax and received my check 30 days after filing the amendment.

 

[R1Sky Business]

Knowing what know now, I'd do it myself. I paid my regular tax accountant $100.00 for a few clicks of the mouse.

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