I had an energy audit but did not install any of the recommendations. Turbo Tax does not allow me to add this audit without saying I installed improvements.How to add it?

[LindaS5247 · Accepted solution]

You can claim a federal tax credit for a home energy audit even if you did not implement any of the auditor's recommended improvements. The credit is for the cost of the audit itself, as long as it was conducted by a qualified professional. The credit is for 30% of the cost, up to $150. 

If you are using TurboTax Desktop, please update your program first. You can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates".
 

Try entering your energy audit using the steps below:

1. Click on Search in the top right of your TurboTax screen
2. Type residential energy credit in the search box
3. Click on the link Jump to residential energy credit
4. This will take you to the input screen in TurboTax to enter your information regarding your energy audit
5. Your screen will say Energy Efficient home improvements
6. Answer Yes to I made these energy-efficient improvements or have a carryforward and click on Continue (Energy Audit is the last item)
7. Answer Yes to my home is in the U.S. and Continue through your TurboTax screens 
8. On the screen that says Did you have any of these residential-related clean energy costs in 2025? Answer No and Continue
9. On the screen that says Did you have any of these qualified energy-efficient improvements in 2025? Select No and Continue
10. On the screen that says Did you have any of these residential energy property costs in 2025? Click on Yes as Energy Audits is listed there and Continue
11. On the screen that says Tell us more about the residential energy property, make sure to answer Yes the home is located in the United States, Did you pay for a home energy audit Yes. Was the qualifying energy property originally placed in service by you? Yes
12. On the screen that says Enter your qualified energy property costs, scroll down to Home Energy Audits you will enter your cost of your Energy Audit  and Continue
13. On the screen Did you install improvements or replacements for enabling property? Answer No and Continue
14. Your screen will say Qualified Energy Property Costs How many homes had qualified energy property installed? Select Only one home and Continue
15. On the next screen you will confirm your address, Yes and Continue
16. The next screen asks if there are Condo or Co-op shared costs select No and Continue
17. The next screen asks if you have a energy credit carryforward from 2024, answer and Continue
18. Your next screen should display your home energy credit summary $150.

If you have any difficulty entering your home energy audit as described above, you can follow the steps below to provide us a token to look at your information.

I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then “Send Tax File to Agent”

Click here for Where do I enter qualified energy-saving improvements?

Click here for Energy Efficient Home Improvement Credit

Click here for 2024-2025 Energy Tax Credit: Which Home Improvements Qualify?
Click here for Energy Efficient Home Improvement Credit qualified manufacturer requirements

Please return to Community if you have any additional information or questions and we would be happy to help.

[DEMFEUS]

Thank you @LindaS5247  - In addition to the energy audit I had a qualified battery storage (actually) installed and within this one workflow its just very confusing which answers belong to which question. I did accomplish both now. Thanks for your help!