State tax filing

Follow the steps in this link to download your 2023 tax return.  

You will then be able to refer to AmyC's instructions above (and locate the amounts on your 2023 tax return) to determine if you have a carryforward that should be included on your 2024 tax return. 

If there are any carryforwards and they are not pulling into your 2024 return, you can manually enter the carryforward amount to ensure the credit is applied to any current year tax liability.  

To enter your carryforward, follow the steps in this link to get to get to the energy credit input section of the program. 

Once you are in the credit input area, scroll down to the bottom of the page titled "Energy Efficient Home Improvements."  Under the highlighted section that asks "Did you make energy efficient improvements in 2024 or have a carryforward from 2023?" select yes.

Proceed to answer the questions as applicable until you see a screen titled "Do You Have a 2023 Home Energy Credit to Carryforward?"  Select Yes, I had a credit carryforward.  Another box will populate asking you to enter that carryforward amount.  Enter that amount here and the credit will be included on your 2024 tax return.  

Select continue to proceed with your return.