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TurboTax may not be giving you the energy credit for your new heat pump split system because the requirements below are not met:   For the energy efficiency home improvement credit, the home must be: Located in the United States An existing home that you improve or add on to, not a new home Generally, the home must be your primary residence. You can't claim the credit if you're a landlord or other property owner who doesn't live in the home.  You would enter the information for your new heat pump split system in TurboTax under "Deductions & Credits,"  "Your Home," and then "Home Energy Credits."   You can go back through those sections and review your TurboTax screens to make sure you have answered everything correctly.   You can easily get to these TurboTax input screens 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 Also make sure that your TurboTax program is fully updated.   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."   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.  

Yes, you are correct, you will not be able to file your return 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.   @Phillip D 

No one can call you from the user forum.    "Representatives" do not call you to explain the versions of TT.   You can try to contact customer support, or you can read about the various software versions.   2025 TURBOTAX   DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)   https://turbotax.intuit.com/personal-taxes/cd-download/   You can also purchase the desktop download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.   This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.   When you use desktop software, there is an additional fee to e-file a state return.  You can avoid that fee if you print, sign and mail the state return.      ONLINE 2025 https://turbotax.intuit.com/personal-taxes/online/       To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

If you're referring to tax-exempt interest in box 8, make sure that you've completed all questions that pertain to the state source of the municipal bonds. If you're referring to U.S. interest in box 3, note that this will not be exempt at the federal level on Form 1040, and may only be exempt for state income tax. If your 1099-INT has a value in box 13, the total amount of exempt interest from box 8 may be limited. From the IRS 1040 instructions: Line 2a Tax-Exempt Interest If you received any tax-exempt interest (including any tax-exempt original issue discount (OID)), such as from municipal bonds, each payer should send you a Form 1099-INT or a Form 1099-OID. In general, your tax-exempt stated interest should be shown in box 8 of Form 1099-INT or, for a tax-exempt OID bond, in box 2 of Form 1099-OID, and your tax-exempt OID should be shown in box 11 of Form 1099-OID. Enter the total on line 2a. However, if you acquired a tax-exempt bond at a premium, only report the net amount of tax-exempt interest on line 2a (that is, the excess of the tax-exempt interest received during the year over the amortized bond premium for the year). When you enter amounts from 1099-INT box 13 and box 8 into TurboTax, they are adjusted automatically.   What boxes does your 1099-INT report, and where is this flowing to in the worksheets?

Regarding your three questions about the sale of your rental property and the error message you are receiving, see below.   1. No. Your Form 4797 does not need to match the Form 1099-S you received because your adjusted basis does not only include what you paid for the property. In addition to the purchase price, you have capital improvements, minus the total depreciation. Therefore, it is normal for those two numbers not to match.   2. You are correct. Land is never depreciable, so you should not add land as a new asset after selling your property.   3. The likely reason you are receiving the error message about the HVAC is that the HVAC and patio were probably expensed in the year you placed them in service (Secion 179). When you sell an asset that was previously expensed via Section 179, the IRS requires "recapture" for them as well. To clear the "0" error message, you will need to go back to the Assets/Depreciation section and indicate that you disposed of both of them in 2025.

To fix your state return, review the data entered in TurboTax and ensure all entries are correct. To resubmit your filing:    1. Go to File 2. Revisit and navigate through all three steps, confirming your previous selections 3. Proceed through the filing prompts 4. Complete your filing