Did I enter a TurboTax Premier prompt incorrectly, or did TurboTax enter form 5695 incorrectly? Below are the entries
Form 5695 Qualified Energy Efficiency Improvements Part I contains improv...
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Did I enter a TurboTax Premier prompt incorrectly, or did TurboTax enter form 5695 incorrectly? Below are the entries
Form 5695 Qualified Energy Efficiency Improvements Part I contains improvement entries, but Part II denies them as follows:
"17a Are the qualified energy improvements installed in or your main home bcated in the United States xNo"
"b Are you the original user of the qualified energy efficiency improvements? xNo"
"c Are the components reasonably expected to remain in use at least 5 years? xNo"
"d Enter the complete address of the main home where you made the qualifying improvements.", beneath which the address lines are empty, but should be present
"e Were any of these improvements related to the construction of this main home? xNo", this is correct since the upgrades were made to a home constructed in 1927
In the TurboTax Premier desktop app I answered yes to all relevant improvement prompts, e.g.
"Yes, we made these energy efficient improvements or have a carryforward.",
"Yes, we lived together in the same home.",
"Yes, our home is in the U.S.",
"Yes, we made these residential clean energy improvements."for solar electric property & battery storage tech,
"Yes, this is the correct address." where my entry is the same as displays on form 1040-SR,
no entry for fuel cell prompt,
"No, we did not make these qualified energy efficiency improvements." for exterior door/window or insulation,
"Yes, we made these residential energy property improvements." for Heat pumps and heat pump water heaters,
"Was the qualified energy property installed on or in connection with a home located in the United States? @ Yes Did you pay for an energy audit of your main and receive a written report from a certified auditor? @ Yes "Was the qualified energy property originally placed in service by you? @ Yes," followed by entries for the heat pumps & heat pump water heater
"To qualify under this rule, both the enabling electrical work and enabled energy upgrade must be installed in 2025 (i) Yes", followed by checks for the items, their QMIDs & total cost
"How many homes had qualified energy property installed? @ Only one home",
"Yes, this is the correct address." for the correct address,
"Do you live in a condo or co-op and are you claiming only your share of home energy costs? @ No", because we live in a single family home, not in a condo or co-op,
"Enter your 2024 energy credit Carryover amount.", entered 0,
"Your home energy credit $8,638"
I sent a protected copy of my return and received token 139691694-10308591 [restored]