All Posts

I am having this same issue -- trying to claim the $2000 credit for a new heat pump. Returns rejected, and TT gave me this --    Description of error: There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return   What needs to be done: This return cannot be filed at this time due to a processing error that will be corrected on March 6, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.   Are we really to believe something is going to happen on March 6? Is there nothing wrong with the way I filled out the form, but instead something wrong with the IRS or TurboTax system?   I noticed that there is nothing on my Form 5695 until I get to the top of Part II, Section B. Is that correct if I'm claiming credit for a heat pump? (not geothermal)

Your Help/Suggestion: "If you still have trouble with the entries you already made, you can delete the forms that were created from your previous entries: Open or continue your return in TurboTax. In the left menu, select "Tax Tools" and then "Tools". In the pop-up window Tool Center, select "Delete a form". Select "Delete" next to "(form number or worksheet name" and follow the instructions that appear." Too vague and non-specific to be of any use.   Please advise solution to TT allowing CA e-filing.

Yes.    When you use TurboTax, the information flows from the federal return to the state return.  You cannot prepare a "stand alone" state return.     You must e-file a federal return using TurboTax in order to e-file a state return using TT.

Same thing happened to me today. Instructions were to update today, 2-26-2026. I did the updates this morning, watched as it said it was updating Wisconsin files. Refiled as per instructions & was rejected again!

If you have registered or it won't let you clear to start over and you haven’t paid, you can just abandon this account and start over with a new account. Online is only good for 1 return per account. How to start another return in the Online version   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

To enter, edit or delete Home Mortgage Interest - Click on Federal Taxes (Personal if using Home & Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home On Mortgage Interest, Refinancing, and Insurance, click on the start or update button

For the 2025 tax year, if you’re filing as Head of Household with a nonresident alien spouse who doesn’t have an SSN or ITIN, TurboTax will ask for a taxpayer identification number for your spouse to e-file your return. The IRS generally needs a TIN for both spouses, even if you file separately, to help prevent identity fraud and confirm your filing status.   You’re right. Your spouse isn’t a qualifying person for Head of Household since you’re using a qualifying child, and they aren’t filing a U.S. return. But to e-file, the IRS still needs a valid number. This is an IRS rule, not something required by TurboTax.   @trapezewdc 

 Did you already e-file?  If you have not e-filed: TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US      If you already e-filed: No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh   @bhaynes2007

You will need to adjust the mortgage balance that you enter from your 1099 to reflect the value that you want to use for the credit.  If you are adjusting the balance to reflect a refinance amount or an average between the end of the year and beginning then you will enter it there.