Rand83
Returning Member

Form 5695 Details Removed After Signing and Filing Return

I filled out the information for the residential energy saving tax credit, completed and saved all my return information until form 5695 became available so I could file.

I received the email that the form was ready so yesterday, 2/8/24, I logged on and picked up where I left off, which was sign and file return.  I completed the last step and filed my return.

The amount that was listed for my return was much less than Turbo Tax initially calculated, so I took a closer look and all of the information I filled out on form 5695 was no longer there. The line for the energy tax credit was blank.

I called support and was told they didn't know why it was removed, or deleted, but to file to amend my return. I wasn't satisfied with that answer, so I called support again and was told the form was filed with my return. I explained that the information was not listed on my return. They told me I would need to upgrade to live assistance and speak with a tax support agent. 

Why should I have to pay extra for an error with their filing system? 

Has anyone else had this issue? If so, should I amend? I'm frustrated and at a loss on what to do... and am given mixed information and instructions from the Turbo Tax support team.