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We're currently working on an update to form 5695.   A potential calculation error has been identified on the federal return related to the Form 5695, Energy Efficient Home Improvement section, specifically the Enabling Property group.   Action Required:   This return can't be filed at this time due to a processing error. The fix is scheduled for March 6, 2026.   @jkvondracek 

I do have enough itemized deductions. However, the refund amount is exactly the same as filing with a standard deduction. Seems odd. The difference is only $624 more on line 12e of form 1040 if filing itemized. When filing "standard deductions" line 12e on form 1040 shows $17,750. When I look at Schedule A, line 17 shows $18,374 which should transfer to line 12e on the 1040 but it does not. If the standard deduction is $15,750, why is $17,750 showing?

Please continue to update your TurboTax program and come back and try again after March 06.     TurboTax is waiting for an IRS update regarding Form 5695 to fix the calculation related to the cost of enabling property. The scheduled resolution date is around March 6, 2026. If your return was rejected, you have to wait until this update is deployed to re-file or submit your return to ensure an accurate processing of your credit.   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." Please return to Community if you have any additional information or questions and we would be happy to help.  

To fix this error, please follow these steps carefully:   Make sure you have entered the previous year's IL AGI correctly Verify Your IL PIN  Make sure to enter all 8 digits (This is not your 5 digit federal PIN) Verify your IL drivers license or state ID number is entered correctly If it is your first year filing with IL, you will have to enter your IL Drivers License or state ID information Enter each field exactly as it is on your IL Drivers License or state ID (First Name, Middle Name, Last Name, Suffix (leave blank if necessary), and weight You may not use an out-of-state or expired drivers license You may need to print and mail your return if the reject continues after re-transmitting

@user17722233565 wrote: What about Form 1041 Schedule B line 10.... I have to apologize because I re-read your first post and noticed that you had a non-taxable settlement which begs the question as to whether there was any income or gain at all.   The point here is you don't have to bother filing a 1041 unless the estate had $600 or more in gross income for the tax year. If the settlement was all there was you could simply distribute it accordingly.

We're currently working on an update to form 5695.   A potential calculation error has been identified on the federal return related to the Form 5695, Energy Efficient Home Improvement section, specifically the Enabling Property group.   Action Required:   This return can't be filed at this time due to a processing error. The fix is scheduled for March 6, 2026.   @wendywww 

WOW!!!  Thank you for the reply. I had thought of doing just that, but I prefer to be prudent with the IRS so I would have filed as stated- mistakes are not worth the aggravation. Best to you-- Enjoy the tax season.

A heat pump water heater would be eligible for a 30% tax credit up to $2,000, and not $600. If your TurboTax program is only giving you $600, you may have entered it under "water heaters" which are subject to to a $600 cap.   To check this, you can get back to your TurboTax screens for the energy tax credit as follows: Click on Search in the top right of your TurboTax screen Type (exactly) 5695, residential energy credit in the search box Click on the link Jump to 5695, residential energy credit This will take you to the input screen in TurboTax to enter your information regarding your heat pump, water heater Continue through your TurboTax screens to make sure you have answered everything correctly Make sure that you entered your information on the screen that says Enter your qualified energy property costs under heat pump water heaters and not water heaters Make sure your QMID that you entered is correct. The IRS requires a Qualified Manufacturer Identification Number (QMID) for heat pumps. If this is missing, TurboTax may default to a lower credit amount or disqualify it.   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.  

In TurboTax Online, once you file an amended return, the original is replaced with the amended return. You would need to have saved the original, such as a printed or PDF copy, to be able to access it.   We at Intuit have been advised that March 4, 2026 is currently the projected date that IRS will start accepting amended returns.   See this IRS webpage if you would like to order a transcript or copy of your original return.  

As mentioned earlier in this thread, the development team is aware of this experience and is working on a fix.    In the meantime, please sign up here for updates: Why do I get "Something Went Wrong" screen when I try to add Farm Income?   @christie35green  @user17718964110  @MMZTU  @user17718711918     

Yes.  You can correct this.  Log in to TurboTax, go to Tax Home, scroll down to your tax returns & documents, select the year you want to amend. Then select the Amend (change) return drop-down. Choose  Amend using TurboTax Online. Then make the changes regarding overtime in the W-2 section.   For more information, see: How do I amend my federal tax return for this year?   Here is an article you may find helpful regarding the overtime deduction: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025