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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

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.   Next Steps:   On or after March 6, 2026, open the rejected return, review it for errors, and resubmit it for electronic filing.   Relevant Reject Code:   /Return/ReturnData/IRS5695/EgyEffcntHmImprvCrGrp/EnablingPropertyGrp/PanelboardCktFeederStdPctCrAmt    

Your 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.   @user17723900535   

A tax refund is generally not considered taxable income, so you do not need to declare it on your 2026 return unless you itemized deductions on your 2024 return and that refund represents a recovery of state taxes that previously lowered your federal tax bill. Note- many taxpayers were limited to $10,000 in state and local taxes in 2024, yet had much higher income tax expenses.  If that applies to you, you may not have received a benefit of the tax this refund is attributable to.   If you did itemize deductions on your 2024 return and received a benefit of the state tax deduction, you must report the state refund as taxable income on your 2026 return because that is the year you will actually receive the funds.

If your completed Form 5695, Residential Energy Credits does not agree with your step-by-step interview questions you didn't do anything wrong. It was correct to go back and override these answers in Forms Mode in TurboTax Desktop. That is the proper way to correct this issue.   You can go back through your TurboTax screens that you answered regarding your energy credit and review them, but overriding them in Forms Mode will have corrected the issue.    You can get to these screens in TurboTax 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 Your screen will say Energy Efficient Home Improvements Continue through your TurboTax screens to make sure you have answered everything correctly Make sure that the improvement is for your main home.   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.

@RogerD1  Desktop version of TT   I effectively started in AZ (has income tax). Was there for less than two months. Rented apartment. Worked in that state. Moved to UT(has income tax). Was there for 6 months. Rented apartment. Worked out of this state. Moved back to TX. (no income tax). Finished the rest of the year there.   Do my filing mechanics change based on the above?

If I understand correctly what you are saying in your question, I would not file a 1041 Estate Tax Return in this situation.  Just make sure the interest (and any other income, if there is any) is reported on either the decedent's tax return or the beneficiary's tax return.  If that's done, I see no reason to file the 1041.