Form 8936 line 5 filing status error

Forum|Forum|1 year ago
March 28, 2025
1 reply
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Form 8936 - Clean Vehicle Credits - line 5.

Enter your 2023 filing status (S, MFS, etc - see chart).

TurboTax automatically inserts number “2” as a value instead of inserting MFJ as a value.

I am on a software edition. Even in Forms view, I’m not able to fix this - it is again an issue with dropdown lists in TurboTax - it only allows to enter a number value.
IRS however requires a value to be in a form of MFJ.

I believe my tax return would be rejected if I leave it unfixed.

please advise asap.

AnnetteB6

The designation of using a number to represent the filing status on line 5 of Form 8936 will not cause your return to reject. If that field were causing issues, then anyone filing a return with Form 8936 would have been rejected and TurboTax would have addressed the problem.

The IRS Instructions for Form 8936 line 5 does not address exactly how that field should be entered. The main point of it is to apply the correct limitation based on the previous year filing status. As long as that is being done, the exact entry in line 5 will not matter.

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