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per the instructions for form 5695, I have to include a statement explaining the shared occupant cost and credit. How do I include that statement when I e-file?

 
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MarilynG1
Expert Alumni

per the instructions for form 5695, I have to include a statement explaining the shared occupant cost and credit. How do I include that statement when I e-file?

If you're sharing the cost of energy improvement with someone who is not on your tax return, (this does not include a spouse, filing jointly), in the interview for the Energy Credit, enter only your share of costs incurred.

 

You don't have to include a statement when you Efile. There is a screen where you can indicate shared costs for a condo or co-op, but no statement is required, and TurboTax doesn't do the calculations for your share.

 

@jillona700c 

 

 

 

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