My daughter and I own our home jointly but she paid the cost of replacing one of our heat pumps in 2024 so will take the full credit on her taxes. The form states "If special rule for joint occupants applies, check here (done by TurboTax) and attach a statement." What should the statement say? Do I need to indicate I will not be filing for the credit on my return, and do I need to include my name and Social Security number?
