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Level 1
March 1, 2026
Question

why did my home energy credit go down overnight?

  • March 1, 2026
  • 2 replies
  • 97 views
logged into turbotax today to submit my taxes and my home energy credit went down to only $600 from around $2000. Appears to not be including my heat pump rebate anymore. Trying to figure out why.

2 replies

Level 15
March 1, 2026

We are aware of this issue and currently looking into it. The IRS has issued a correction to the 2025 Instructions on their end. 

We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction.

Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  You can attempt to refile on the 6th or wait for several days after that.  In the meantime, we will are looking into it to see if this is related to the IRS correction or if it is something else. 


I would like to take a deeper look at this. However, 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”)


 

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Level 2
March 1, 2026

This is a TurboTax software update issue and not the updated IRS instructions. 

Level 15
March 10, 2026

Have you updated your software?  If so, has the issue been resolved?

@djb5254 

@jamesdem1123 

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