Instead of one question on joint ownership, TurboTax could have asked a series of questions like:
1. Joint ownership/occupants?
2. Did more than one joint owners/occupants pay for energy improvement?
3. Is more than one joint/owner occupant claiming energy credit for energy improvment.
So if yes, yes, yes,then box 32a would be checked and a statement would be needed on allocation
But if yes, no, no then box 32a would not be checked as an allocation statement would not be needed..
But actually it is even more complicated than this depending on type of energy credit. Like a duplex with two owners that had an energy audit and/or some shared costs like insulation. More complex than just a single family home with an unmarried couple that installed a new furnace for example where one person paid for it and is claiming all credits on their return.
