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Thank you for responding!   I am using Deluxe and there are no 1098 questions related to items number 5 and 6 on your list.  Maybe that is the issue, i.e., I have not answered those questions to my knowledge and cannot find them anywhere.   I have gone to the "Forms" worksheets to make sure everything is correct with no exceptions noted.  I have also re-entered the 1098 information 3-4 times and still get the same problem.

You can claim a federal tax credit for a home energy audit even if you did not implement any of the auditor's recommended improvements. The credit is for the cost of the audit itself, as long as it was conducted by a qualified professional. The credit is for 30% of the cost, up to $150.    If you are using TurboTax Desktop, please update your program first. 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".   Try entering your energy audit using the steps below:   Click on Search in the top right of your TurboTax screen Type residential energy credit in the search box Click on the link Jump to residential energy credit This will take you to the input screen in TurboTax to enter your information regarding your energy audit Your screen will say Energy Efficient home improvements Answer Yes to I made these energy-efficient improvements or have a carryforward and click on Continue (Energy Audit is the last item) Answer Yes to my home is in the U.S. and Continue through your TurboTax screens  On the screen that says Did you have any of these residential-related clean energy costs in 2025? Answer No and Continue On the screen that says Did you have any of these qualified energy-efficient improvements in 2025? Select No and Continue On the screen that says Did you have any of these residential energy property costs in 2025? Click on Yes as Energy Audits is listed there and Continue On the screen that says Tell us more about the residential energy property, make sure to answer Yes the home is located in the United States, Did you pay for a home energy audit Yes. Was the qualifying energy property originally placed in service by you? Yes On the screen that says Enter your qualified energy property costs, scroll down to Home Energy Audits you will enter your cost of your Energy Audit  and Continue On the screen Did you install improvements or replacements for enabling property? Answer No and Continue Your screen will say Qualified Energy Property Costs How many homes had qualified energy property installed? Select Only one home and Continue On the next screen you will confirm your address, Yes and Continue The next screen asks if there are Condo or Co-op shared costs select No and Continue The next screen asks if you have a energy credit carryforward from 2024, answer and Continue Your next screen should display your home energy credit summary $150.   If you have any difficulty entering your home energy audit as described above, you can follow the steps below to provide us a token to look at your information.   I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below: TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response. *(If using a MAC, go to the menu at the top of the screen, select Help, then “Send Tax File to Agent”   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? Click here for Energy Efficient Home Improvement Credit qualified manufacturer requirements   Please return to Community if you have any additional information or questions and we would be happy to help.

Hi @dmalma,   Yes, the new replacement given by TurboTax leaves some gaps that have much to be desired.   Deductible Duck allows you to track the donations, and we also generate a Form 8283 worksheet to help you fill out those fields instead of trying to figure out everything for yourself, which is a pain.  It's not a complete fix for the problem, since Intuit discontinued the tool that would do this for you automatically, but it does help.   Filling out Form 8283 requires a lot of data—and it’s all data that Deductible Duck is tracking.  We integrate with TurboTax Desktop using the TXF file format to send data over to your tax return.  Unfortunately, the TXF file format doesn’t support moving all of that data into TurboTax.     Here’s an article about the form worksheet, if you're interested in trying our tool. https://deductibleduck.com/docs/how-to-guides/why-we-cant-fill-form-8283/   We’re the only provider out there that gives this information, too.   If Turbo Tax ever opens up their transfer format to support more data being moved, we’ll be able to take advantage of that.  Until then, this is the workaround we have to make sure you can fill out the form.

There are alternatives @twlintonen , contrary to what @JohnB5677 says here.  It's not an identical experience, though.   Deductible Duck allows you to track donations and import to TurboTax Desktop, if you want.  We built this as an alternative to ItsDeductible.  It's very similar in UX.   The import process isn't identical to what you remember for ItsDeductible, but it does get you farther than what TurboTax provides by default now.   You can read more about the process here: https://deductibleduck.com/docs/how-to-guides/import-turbotax-win-mac-desktop/   The online version for TurboTax has limitations, because Intuit doesn't allow import of PDFs for supporting documentation.  But you can read about that here: https://deductibleduck.com/docs/how-to-guides/import-turbotax-online/   I hope that helps.

Since we can not see your tax return, you can try these three options to "fix" this rental mortgage interest issue.   Option 1: The program may not allow you enter the rental interest if it thinks you already claimed that same 1098 as a personal home mortgage deduction. Open or continue your return. Under Federal tab, Click on Deductions & Credits. Check the Mortgage Interest (Form 1098) section... if your rental property's 1098 is listed there, delete it from the personal section (it's a business expense). Return to the Rental/Schedule E section, and enter the rental property's mortgage interest. Option 2: Open or continue your return. Under Federal tab, Click on Wages & Income. Scroll down to Rental Properties and Royalties (Schedule E) and click Edit/Add. Look for the "Rental Expenses" or "Expenses" summary list. If there is an existing "Mortgage Interest" line item with an amount already there, delete it. Sign out of the program, clear your browser cache, and sign back in. Now try clicking the link again.  Option 3: You can bypass the "Mortgage Interest" link entirely by using the "Other Miscellaneous Expenses" category (bottom of the expense list). Enter "Mortgage Interest per Form 1098" (for the description). Enter your interest amount. The IRS doesn't care which line of the Schedule E the interest is on, as long as it’s documented as a business expense.