Get your taxes done using TurboTax

Once you are able to open your return to amend it, log in to your account, open the tax return you already filed, and click on the link to amend your return. From there, the software will walk you through the process of filing the amendment. You should have documents from the seller regarding the purchase of the energy property including the details as to how it qualifies as energy efficient.

Enter your information for the 2023 Residential Clean Energy Credit and the Energy Efficient Home Improvement Credit, by following these steps, in TurboTax Online:

1. Open or continue your return, if you don't already have it open.
2. Select the Deductions & Credits tab.
3. Find the Your Home section.
4. Select the Start/Revisit button for Home Energy Credits.
5. On the Energy-Saving Home Improvements screen, answer Yes and Continue. Follow the instructions on the next screens.
   • The first part of the interview covers improvements like doors, windows, furnace, air conditioning, and heat pumps. If you're looking for other improvements like solar, geothermal, wind, and fuel cell, just keep going and TurboTax will ask about those as well.

See the IRS Instructions for Form 5695, this TurboTax tips article and this TurboTax help article for more information and useful links. You might want to go through the entire Home Energy Credits interview to be certain.

There are times when you can't take a credit into the current year, including:

• Your income is at a level that's not taxed at all.
• You're getting other tax credits that have reduced your tax owed to zero.

If your credit can be carried forward to next year, we'll do that for you.

Please see this tax tips article for more information about which types of home improvements qualify for either the Energy Efficient Home Improvement Credit or the Residential Clean Energy Credit for 2023.

See this tool for information about the availability of forms in TurboTax. As of now, Form 1040X for amended returns is projected to become available on February 14, 2024, subject to change.

There are times when you should amend your return and times when you shouldn't. Here are some common situations that call for an amendment:

• You realized you missed out on claiming a tax deduction or credit.
• You accidentally claimed the wrong tax filing status.
• You need to add or remove a dependent.
• You forgot to claim taxable income on your tax return.
• You realize you claimed an expense, deduction, or credit that you weren't eligible to claim.

See this article and this one for more information on filing an amended return with TurboTax.

@Norilan