Beginning in tax year 2018, changes have been made to the Investment Credit. Be sure you are still eligible to claim the credit by reviewing the Form 3468 instructions
Property owners who undertake certain qualified projects may be eligible for the investment credit, which they can claim using Form 3468. Taxpayers may use this form to claim credits for the following types of projects:
- Qualifying advanced coal projects
- Qualifying gasification projects
- Qualifying advanced energy projects
- Rehabilitation projects
- Energy projects
If you lease, rather than own, a property and use it for a qualifying project, you may also be able to claim the credit by completing Part I of Form 3468.
How do I claim the Investment Credit on my tax return?
In order to claim this credit within the program, please go to:
- Federal
- Deductions (select my forms)
- Credits
- Investment Credit - Form 3468
If you file electronically, you must mail in a paper Form 8453, if attachments are required to Form 3468.