Here is a possible template that you can use:
Statement for Special Rule for Joint Occupants
Taxpayer Name: [Your Full Name]
Taxpayer Identification Number: [Your SSN or ITIN]
Tax Year: [Year]
Names and Social Security Numbers of Joint Occupants:
[Full Name of Joint Occupant 1], [SSN of Joint Occupant 1]
[Full Name of Joint Occupant 2], [SSN of Joint Occupant 2]
(Include additional names and SSNs if applicable.)
Description of Property and Improvements:
The property is located at [Property Address]. During the tax year, the following energy-efficient improvements were made to the property:
[Description of Improvement 1] (e.g., installation of solar panels, energy-efficient windows, etc.)
[Description of Improvement 2] (if applicable).
Explanation of Cost Sharing:
The total cost of the qualified energy-efficient improvements was $[Total Cost]. The costs were shared among the joint occupants as follows:
[Your Full Name]: $[Amount Paid by You]
[Joint Occupant 1's Full Name]: $[Amount Paid by Joint Occupant 1]
[Joint Occupant 2's Full Name]: $[Amount Paid by Joint Occupant 2]
Based on these contributions, I am claiming my allocable share of the energy-efficient home improvement credit. My share was calculated as follows:
Credit Allocable to Me = (Credit Limit for Property) × (Amount Paid by Me / Total Amount Paid by All Occupants)
@bluepig2020
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