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Deductions & credits
If you're using TurboTax Desktop, you can uncheck the box on Form 5695 for Joint Occupancy. At this time, only one return can claim the credit. If joint occupancy is checked, you won't be able to Efile. . If you occupy the home with a Spouse and you're married filing jointly, still say NO to this question.
In TurboTax Online, close the program, clear your Cache and Cookies and return to the Home Energy section. Say NO to joint occupancy, unless you occupy the house with someone who is not your spouse.
If that applies, and you each want to claim the half the credit on separate returns, you'll have to mail your returns or wait until a fix is provided by the IRS (which is unknown).
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‎February 19, 2025
7:12 PM