As a newcomer to this community, I'm absolutely blown away by how helpful this entire thread has been! I just discovered I'm dealing with the exact same issue - my dealership sold me a used Model 3 back in September and completely failed to mention they needed to file Form 8936 for my $4,000 tax credit. Reading through everyone's success stories has given me so much hope and a clear roadmap forward. The pattern is incredibly consistent - use specific technical language about the "Energy Credits Online Portal" and "used clean vehicle credit," escalate directly to the finance director, mention that the IRS waived the strict 3-day deadline, and come prepared with all documentation. What really encourages me is seeing people successfully resolve cases from 8+ months ago. If folks with July and August purchases are getting their credits processed, my September timeline should definitely be viable. I'm planning to call tomorrow using the exact strategies outlined here. Brandon, this discussion you started has become an incredible resource for the entire community! Your original frustration has created what's essentially a masterclass in dealing with uncooperative dealerships. The "too late" excuse has been thoroughly debunked by multiple success stories here - don't give up on that $4,000 credit you're legally entitled to! Thank you to everyone who shared their experiences and strategies. This thread proves how powerful community support can be in navigating these bureaucratic challenges. I'll definitely report back on how my dealership call goes!

As someone who just joined this community, I'm absolutely amazed by how this thread has evolved! Brandon's original question about his July EV purchase has become the most comprehensive guide I've ever seen for dealing with uncooperative dealerships on tax credits. What really gives me confidence is the crystal clear pattern in all the success stories: 1) Use specific technical language ("Energy Credits Online Portal," "used clean vehicle credit"), 2) Ask specifically for the finance director by name, 3) Mention that the IRS waived the strict 3-day reporting deadline, and 4) Have all your documentation ready (purchase agreement, VIN, fueleconomy.gov eligibility). The fact that people are successfully resolving cases from 8+ months ago completely destroys the "too late" excuse so many dealerships try to use. Brandon, if you're still following this thread, your July purchase is absolutely still viable - don't let them discourage you! For anyone else dealing with this frustration: document every interaction, be persistent but professional, and don't accept the runaround. You're legally entitled to these credits and the dealerships have clear obligations. The IRS specifically relaxed the deadlines to help consumers in exactly these situations. This community support has been incredible to witness. Thank you to everyone who shared their strategies and success stories - you're helping so many people navigate this complex process!

Having dealt with RSUs for years, here's what's probably happening: When your company RSUs vest, there are actually TWO separate tax withholding events that can occur: 1. Your EMPLOYER withholds taxes on the value of the RSUs at vesting (this appears on your W-2) 2. Your BROKER may withhold additional taxes when you sell (this is typically reported separately) Check your final paystub again - if there's an "RSU Tax Withholding" section, your employer likely handled the withholding through payroll. The amount should match approximately what was withheld from your sale. Another possibility: some employers practice "sell-to-cover" where some shares are automatically sold at vesting to cover the tax obligation. This can look like a "withholding" but is technically a separate sale.

Hey, just adding another perspective - I work in corporate payroll and deal with this exact issue all the time. Here's what's probably happening: For RSUs, the INCOME is reported on your W-2 (that's why your W-2 shows $570k), but the tax payments often aren't treated as "withholding" in the traditional sense. When shares are sold to cover tax obligations, this is usually handled as an estimated tax payment made on your behalf. Look for Form 1099-B from Fidelity which should show the stock sale. Then check your account statements or transaction history for something labeled "tax payment" or "estimated tax payment." When you file, you'll enter these amounts as estimated payments, not W-2 withholding.

Ugh I feel your pain! My 'as of' date has been jumping around like crazy too - went from Feb 15 to March 1, then back to Feb 22, now it's at March 8. I was literally losing sleep over this until someone on here mentioned that AI transcript analyzer thing. Just tried taxr.ai and it actually broke down exactly what each date change meant for my specific situation. Turns out mine keeps changing because they're verifying my dependents, not because there's anything wrong. Finally have some peace of mind! Worth the few bucks just to stop the constant anxiety checking 😅

Honestly same here! My as of date has been all over the place - started at Feb 10, jumped to March 3, then back to Feb 28. I was literally refreshing every hour thinking something was wrong with my return. Finally broke down and tried that taxr.ai thing everyone's been talking about and omg it explained EVERYTHING. Turns out my date changes were just normal processing for my child tax credit verification. Cost like 5 bucks but saved my sanity lol. Now I can actually sleep instead of staying up refreshing the IRS website 🤦‍♀️

Does anyone know if there's a time limit to file a complaint against a tax preparer? Mine did something similar last year and I just found out he made a huge mistake that's costing me over $2,000 in penalties.

This is exactly why I always recommend getting copies of everything before you hand over your documents to any tax preparer. In your situation, I'd suggest taking immediate action on multiple fronts: First, create an online account at IRS.gov to check your account transcript - this will show you exactly what's been filed under your SSN, including whether that extension was actually submitted. You can also see the status of your 2021 refund there. Second, send that certified letter Max mentioned, but also consider showing up at his office in person if it's local. Sometimes the threat of appearing in person gets preparers to respond when calls and emails don't. Third, start gathering recommendations for a new preparer NOW, even if your current one suddenly resurfaces. The October 15th deadline is approaching fast, and you don't want to be scrambling at the last minute. Look for someone who's an EA or CPA and has good reviews. Finally, document everything - dates of calls, texts sent, voicemails left. This paper trail will be crucial if you need to file complaints or pursue getting your $375 back. You shouldn't have to chase down someone you're paying to provide a service.

Make sure you don't just focus on the bank reporting requirements and miss the potential estate administration issues. Since your grandfather passed away years ago, was there ever a formal probate process? If there was, and this money wasn't included, you might need to reopen the estate. If there wasn't, you might need to start one now. Different states have different rules about handling assets discovered after someone dies, especially when there's no written will specifically mentioning them. Not trying to make this more complicated, but getting the estate stuff handled properly will make the bank deposit much easier.

I went through something very similar when I found $85k cash in my late father's workshop about two years ago. Here's what I learned from the process: First, don't panic about the CTR (Currency Transaction Report) - it's just paperwork the bank files for any cash transaction over $10k. It's not an investigation, just documentation. The key is being completely transparent about the source. What really helped me was gathering as much documentation as possible BEFORE going to the bank. I collected: - Old photos of my dad's business - Statements from family members who knew about his cash-saving habits - Any old business records or tax returns I could find - A timeline of when he likely accumulated the cash The bank was actually very understanding once I explained the situation clearly. They asked some standard questions about the source, I provided my documentation, and the deposit went smoothly. No red flags or additional scrutiny. One important thing: make sure you're clear on whether your grandfather's estate went through probate. If it did and this money wasn't included, you might need to work with an estate attorney to handle it properly before depositing. In my case, my dad's estate was still open, so we were able to add this as an asset. The good news is that inherited cash isn't taxable income to you at the federal level, though your state might have inheritance taxes depending on where you live. Feel free to ask if you have other questions - happy to share more details about my experience!