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One of the important things to remember about the energy credit on form 5695 is that it is a non-refundable credit.  In order to use it you have to have a tax bill at least as big as the credit amount.  In addition the home energy credit does not roll over to next year.  So it is a use it or lose it proposition.     Take a look at your form 1040 on line 16 and make sure that the number that is there is greater than the amount of the credit that you are trying to take.  If not then the amount on line 16 is the maximum amount of the credit that you are entitled to.

at least for me, who posted this original question, the deprecation and amortization function came online on 2/19 for turbotax online with CA as state.  if you are not seeing it, I'm told that clearing your cache in your browser (assuming online version) can help.  And calling Intuit directly for more input if you are having trouble.

I assume that you are referring to form W-2.   Nine states — Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming — have no state income taxes.   As your state Washington has no state income tax, it is not in the drop down menu of Box 15 of form W-2. Just leave boxes 15 and 16 blank even if TN is listed in box 15 and/or box 16 is filled with an amount on your form W-2.  

The math for the phase out on this deduction does appear to zero it out at $225,000 if it is below a certain amount.  The way the phase out on this one works-   1. Take the amount over the threshold (in your case $25,000) 2. Divide it by $1000 increasing to the next whole number if the result is not a whole number (in your case 25) 3. Multiply that result by $200 (in your case $5,000) 4. Subtract that number from the interest paid (in your case the result is now zero)   So while the phase out does go all the way up to $250,000 it requires a higher and higher amount of interest paid to stay in the deduction at that point.

My wife and I both have a basis from previous contributions, but not this year.  The QCD, the RMD are both listed in the right places and are correct.  We had the same situation last year and got a 8606 for each of us.

To determine if you reported this correctly, did you perform these steps correctly? To determine this, I am going to present a hypothetical example just to see if the flow is correct in the Social Security worksheet. For sake of simplicity, I am going to assume you received $5000 a year in Social Security and received a lump-sum payment of $20,000. As a result, $25,000 is appearing in Box 1 of your 1099 SSA. Now let's begin!!   Enter the 1099-SSA Data Go to Federal > Wages & Income. G‌o to Retirement Plans and Social Security and select Social Security (SSA-1099). Enter the full amount from Box 5 (the Net Benefits). ($25,000) In a screen that follows,  TurboTax will ask: "Did you receive any lump-sum payments for 2024 or earlier?" Select YES.  On the next screen, enter the amount designated for 2024 (this is usually found in the "Description" area of your SSA-1099). This is labeled in a section entitled "How much was your lump-sum payment in 2024". You would enter the lump-sum payment amount here.  For our example, it's $20,000. The next question says, "if you received benefits in 2024 that was reported on your 2024 return", report that here. Leave this blank. The WEP payment is specific to Tax Year 2025 and wasn't reported in your 2024 Social Security statement. Now here is where you will need to do your homework. You will need to look at your 2024 return to get specific information so that your taxable social security is taxed at the 2024 tax rates rather than the rates for 2025.  The program will now ask things like;   Filing status in 2024 Adjusted Gross income in 2024.  Found on Line 11B on the 2024 1040 Tax exempt interest amount Found on line 2A on the 1040. If blank, don't record anything here. Record the taxable social security found in line 6B on the 1040.  If blank, leave blank. Now it will ask if you had any adjustments to report. Here you will look at Schedule 1, line 26 for any amount that might appear here. If blank, leave blank. Now, you are done with this section. Now, looking at the Lump-sum worksheet, you should see:   Line A $20,000.  This is the amount of the lump-sum payment. There should be no amount listed in Box B.  The remaining entries are entries you entered in the interview regarding your 2024 return. Note on the smart worksheet, the AGI amount is listed on line A, but line B is blank. If there is an amount listed there, see my instructions for step 6 listed above. The rest of the worksheet is dedicated to determining the amount of the taxable amount of your social security payment. If you have questions and concerns about the line items in the lump-sum worksheet, please reach back so we may address those concerns. You might also delete your original entry by navigating to your social security entry listed in steps 1 and 2 in my instructions. Once you get to the lump-sum summary, you may wish to delete this and follow the precise set of steps that I have just listed.   @northidaho