If you recheck the box on From 5695, the Joint Occupant form will regenerate and you will have the same problem. That form needs updating, so you will need to wait if your return requires the Joint Occupant form. Sign up for Form 5695 notifications.
- If you shared the costs of the heat pump for your home w/ a co-owner, you will need to wait for the Joint Occupant form to be updated to reflect the credit amount.
- If you did not share the cost of the heat pump with a co-owner, then you do not need the Joint Occupant form, so you can uncheck the box at the top of Form 5695 and delete the Joint Occupant form.
The workaround above is only for a situation where you paid the full costs of the energy improvement, in which case, the Joint Occupant form is not needed. @brokenwhisker
Joint occupancy refers to individuals who both share ownership and occupancy of a house. This term does not refer to a married couple if the couple does not share ownership with another individual. If you occupied your home jointly, each occupant is eligible for a credit based on what each occupant actually paid during the calendar year. These rules do not apply to married individuals filing a joint return.
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