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Personally, I would claim the credit even if the inspections are not done.   In my opinion, your "installation" is completed.  Your system is generating energy that can be used in your home, regardless if inspectors have approved for you to turn it on.  And connecting to the grid has no bearing on whether it is completed or not (it just needs to generate electricity for your home).

@hjw77 wrote: My employer (the church) asked payroll to withhold my Federal income tax (calculated using salary) + Social Security and Medicare taxes (15.3%, calculated using salary + housing allowance) all under Federal income tax withheld (box 2 on W2)    I chose the option “Social Security and Medicare taxes have already been withheld” and filed my taxes. I didn’t even know that a Schedule SE was not included by TurboTax.   When I tried the Amend function in TurboTax, the only option I could find is changing my choice of the above mentioned TurboTax interview question “How should we calculate these taxes?” to “Pay self-employment tax on my wages and housing allowance.” But my question is: since I already had my SS & Medicare taxes withheld along with my Federal income tax, will this option calculate more SECA taxes than I should pay?   You did not have Social Security taxes withheld (boxes 4 and 6 of your W-2).  Your employer just had 'extra' income tax withheld (Box 2 of your W-2) because that can be applied towards the self-employment tax on your tax return.   Yes, you can (and should) amend.  You should select that option to pay self-employment tax on your wages and housing allowance.   It will result in you owing the correct amount of tax.  Because you already filed and did not pay self-employment tax (and likely received a large refund because of the large amount of tax withheld in Box 2 of your W-2), you will likely owe quite a bit when you amend.  But it will be the correct amount.    

@W16VA While others are certain to answer your questions, I have one....given you are over 65, did you sign up for Medicare Part A, which is normally free? If yes, you are not eligible to contribute to an HSA.  Just wanted to get that one out of the way as it is often overlooked. 

@superlyc #2 - your proof is the email confirmation that the IRS sends you and the debit in your bank account statement and it would be listed on your IRS transcript.    #3 - if you are going to owe an underpayment penalty, then pay now as it will cut off the accumulation of interest charges.  Otherwise, pay by January 15, 2026.    #4 - a CPA is unlikely to be cheaper.  Just pay your estimate now and then assess what the underpayment penalty looks like.   It is possible there would be no penalty due to the 'safe harbor' option.

@hjw77 ,  while I don't know a whole lot about clergy and tax, the fact that W-2 is issued kind of clouds the situation. I say this because W-2 implies employee status, the employer withholds  FICA, Federal and State taxes.   If your employer has indeed withheld your FICA taxes ( and contributed  at 50% towards the FICA) then that amount should have shown up on boxes, 3.4.5.6 of the W-2 and the requisite amounts  transferred to the IRS  ( IRS then forwards the FICA/SECA to SSA.   So something is wrong here. My ref. here is  -->  Topic no. 417, Earnings for clergy | Internal Revenue Service   If it turns out that neither your employer nor you have transferred any of the total SECA ( 2 X FICA), then you do not need to amend your return.  Just go to local SSA office and settle your accounts with them.  There ois generally NO interest or penalty for this. But you should settle with SSA.   Is there more I can do for you ?

@Cavachon1 , sorry for the confusion --- while the Treasury Reg generally implies time i.e.  you use the prop as residence for some time and then/priorly used it as income, the same logic can also be applied if one has a building where one portion is used as rental while the rest is used for residence.  Your case , from your clarification, is one building used as  income for a period and also as residence at another period. Thus you are good to go. Is there more I can do for you ?

Pk, Thank you for your reply. I’m not sure what you mean by the whole building must be transferred for this reg to apply. For clarification, it’s a single-family home. Perhaps you mean, you can’t sell just one unit, you have to sell both? Both are being sold together at the same time. Also, the other eligibility requirements have been met.

#1 Yes  you can pay directly on the IRS website https://www.irs.gov/payments Be sure to pick the right kind of payment and year.....2025 Estimate   #2 when you file next year you just enter the date you paid and the amount.   It is easy.   It will be under Federal > Deductions & Credits > Estimates and Other Taxes paid #4  Turbo Tax will automatically fill out Form 2210 if you have a penalty.   If you do have a penalty….you might be able to eliminate it or at least reduce it.  You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you.  It's form 2210.      

 @NCperson @baldietax  thank you again. Follow up questions, 1 I think I need go online and select 2025 1040 ES and pay, right? 2 What proof will I get and must file with my return after I made this estimated payments? Never done this before. Just want to double check before I do that in case missing something important. 3 Since it is already in November, does it matter whether I make that one time estimated tax payment now or later towards the end of the year? 4 If 2210 is too complicated for me, can I still use TurboTax?  Maybe just pay a little more interests. Maybe it is still cheaper than a CPA?  Or is the real CPA offered by TurboTax another option? I am not sure if they offer to do this. thank you so much