Deductions & credits

TurboTax may not be giving you the energy credit for your new heat pump split system because the requirements below are not met:

For the energy efficiency home improvement credit, the home must be:

• Located in the United States
• An existing home that you improve or add on to, not a new home
• Generally, the home must be your primary residence.
• You can't claim the credit if you're a landlord or other property owner who doesn't live in the home.

 You would enter the information for your new heat pump split system in TurboTax under "Deductions & Credits,"  "Your Home," and then "Home Energy Credits."

You can go back through those sections and review your TurboTax screens to make sure you have answered everything correctly.

You can easily get to these TurboTax input screens as follows:

1. Click on Search in the top right of your TurboTax screen
2. Type (exactly) 5695, residential energy credit in the search box
3. Click on the link Jump to 5695, residential energy credit
4. This will take you to the input screen in TurboTax to enter your information regarding your heat pump
5. Your screen will say Energy Efficient Home Improvements
6. Continue through your TurboTax screens to make sure you have answered everything correctly

Also make sure that your TurboTax program is fully updated.

TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.  

If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."

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?

Please return to Community if you have any additional information or questions and we would be happy to help.