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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 3468
for the current year.
IRS Form 3468 Investment Credit
What Is IRS Form 3468?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on January 1, 2017. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 3468?
A: IRS Form 3468 is used to claim the Investment Credit.
Q: What is the Investment Credit?
A: The Investment Credit is a tax credit offered by the IRS that allows individuals and businesses to offset a portion of the cost of certain investments.
Q: Who can claim the Investment Credit?
A: Both individuals and businesses may be eligible to claim the Investment Credit.
Q: What types of investments are eligible for the Investment Credit?
A: Investments in certain renewable energy sources, energy-efficient property, and other qualified property may be eligible for the Investment Credit.
Q: How do I claim the Investment Credit?
A: To claim the Investment Credit, you must complete and file IRS Form 3468 with your tax return.
Q: Is there a deadline to file IRS Form 3468?
A: Yes, IRS Form 3468 must be filed with your tax return by the due date, including any extensions.
Q: What documentation do I need to support my claim for the Investment Credit?
A: You may need to provide documentation such as receipts, invoices, and other supporting documents to substantiate your claim for the Investment Credit.
Q: Can the Investment Credit be carried forward or back?
A: Yes, any unused Investment Credit may be carried back or forward to other tax years.
Q: Is the Investment Credit refundable?
A: No, the Investment Credit is a nonrefundable tax credit, which means it can only be used to offset your tax liability.
Form Details:
- A 3-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 3468 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 3468 Investment Credit
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