Howdy all,
We replaced the front exterior door, storm door, and all the windows in our one and only house (primary residence and in the US) in 2023. We own no other real estate.
Jumped back into TT Desktop today (2/10/24) as I was notified yesterday that Form 5695 was available in TT Desktop. Fired TT back up, installed updates and reviewed the home energy section again. I say "again" because I'd already run thru the interview for it before I knew 5695 was unavailable. Not sure if that has anything to do with my issue.
I reviewed the credit again. TT recalculated our credit and refund. When I ran the review before filing, it flagged me with "Incurred costs for the qualified energy property installed should have a chosen selection", showing missing data on lines 21a & b in Section B of the form. There were no questions in the interview directly addressing them that I could tell. To add to the confusion, they seem almost like repeats of Section A lines 17a-d.
I've searched this community, downloaded the IRS 5695 instructions, and googled my fingers off and can't find anything the properly explains the difference between line 17 and 21 on this form. I'm especially stumped by 21b "Was the qualified energy property originally placed into service by you?". The word "property" is what's throwing me. Already answered that it's our own home in Section A.
With the update and me having already run the interview before the form release, I'm wondering if the TT code is a little confused now. Thinking maybe I should delete the form, save my file, shutdown and restart TT and do the energy credit "fresh". Any direction you can provide would be a help.
