Get your taxes done using TurboTax

My return was rejected twice due to 5695 processing error. So I looked at the pdf copy of my return, carefully read the IRS instructions for 5695, and then again went through the TurboTax input process for this form. For my case, I decided the TurboTax input process and associated questions resulted in the incorrect checking of the special rules for joint occupancy box 32a as it does not apply in my case since I paid the entire property (water boiler) cost and I will be the only person claiming credit. Thus, there is no allocation of the credit between occupants.

 

To fix my return I went back to the energy credits and "revisited". I then entered that had none to claim and this deleted existing form 5695. I then started over and entered that I did have energy credits and went through input process checking NO this time on the question for joint ownership as this question appears to be implemented incorrectly by TurboTax on form 5695 (for my case at least). I then continued and re-entered all other 5695 information for my hot water boiler and got the $600 credit as appropriate without box 32a checked.

 

I then refiled and my return was accepted by IRS within an hour.

 

Hope this helps.