If your completed Form 5695, Residential Energy Credits does not agree with your step-by-step interview questions you didn't do anything wrong. It was correct to go back and override these answers in Forms Mode in TurboTax Desktop. That is the proper way to correct this issue.
You can go back through your TurboTax screens that you answered regarding your energy credit and review them, but overriding them in Forms Mode will have corrected the issue.
You can get to these screens in TurboTax as follows:
- Click on Search in the top right of your TurboTax screen
- Type (exactly) 5695, residential energy credit in the search box
- Click on the link Jump to 5695, residential energy credit
- This will take you to the input screen in TurboTax to enter your information regarding your heat pump
- Your screen will say Energy Efficient Home Improvements
- Continue through your TurboTax screens to make sure you have answered everything correctly
- Make sure that the improvement is for your main home.
Click here for Where do I enter qualified energy-saving improvements?
Click here for Energy Efficient Home Improvement Credit.
Click here for 2024-2025 Energy Tax Credit: Which Home Improvements Qualify?
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