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Get your taxes done using TurboTax
Thanks for the heads-up. Using two separate returns to test the 5695, I tried both the "question and answer" process to enter a heat pump purchase/install costs and, alternatively, entering the info directly via the "forms" method. Both worked correctly, but I did have to be more careful with the forms approach since it appears one has to enter info for both sections of Part II of the 5695 (section A re Qualified Energy Efficiency Improvements, and section B in order to get the correct credit related to the heat pump costs entered into section B re Residential Energy Property Expenditures). Since neither of the two test returns will actually include these credits, I could then safely delete the 5695s, but will feel comfortable when doing the return for which the heat pump costs actually apply.