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Please update here if you continue to experience the error.   It's possible to print your actual city return and then use the TurboTax city return to complete it. Also, you do have time to wait to see if any update changes the printing.   @kwcoffman 

The desktop version of form 5695 has a glitch that causes it to deny users the tax credit. On line 31 of the form in the Energy Efficient Home Improvement Credit Limit Worksheet, on the first line of the Worksheet it is supposed to auto-fill the amount on Form 1040, line 18, and it does not.  The end result of this glitch is that the calculated amount of the credit ends up being zero, even when the user is indeed eligible for the credit.

Use form 1099-INT and enter the name of the payer and the interest received in box 1   To report interest income received - Click on Federal Taxes (Personal using Home & Business) Click on Wages and Income (Personal Income using Home & Business) Click on I'll choose what I work on Under Interest and Dividends On Interest on 1099-INT, click on the start or update button Online returns - On the screen Did you have investment income in 2025? Click on Yes On the screen Let's import your tax info, click on Enter a different way On the screen OK, let's start with one investment type, click on Interest and Continue On the screen How would you like to upload your 1099-INT? Click on Type it in myself

If you have TurboTax Desktop, you can switch to Forms Mode to edit line 21. If you are using TurboTax Online there is no way to edit a line on a specific form.   Also, See Why am I getting address errors for my Home Energy credit when the address has already been added and is correct? It does not sound like what you described above, but make sure this is not the issue you are experiencing.   To switch to Forms Mode in TurboTax Desktop: Click on Forms at the top right of your TurboTax screen In your left panel scroll down to find Form 5695 Click on ‌Form 5695 and it will show in your right panel Try to click on the answer to change it You can get back to the screens in TurboTax to review your entries to make that change: Click on Search at the top right of your TurboTax screen Type (exactly) 5695, residential energy credit Click on the link Jump to 5695, residential energy credits Your screen will say Energy Efficient Home Improvements Continue through your screens to review your entries. You could also try deleting Form 5695 from your return and then go back and re-enter your information. This may reset the program.   To delete a form in TurboTax Desktop, you can: Click on "Forms" in the top right of your TurboTax screen to switch to "Forms Mode" In your left panel of your TurboTax screen find Form 5695 Click on "Delete Form" at the bottom of ‌Form 5695 Click on "Yes" to confirm the deletion To delete this Form in TurboTax Online:  Continue, or Pick up where you left off to enter your return. In your left panel, select "Tax Tools" and then "Tools". On the page that pops up, scroll to "Other Helpful Links" Choose "Delete a form". Click on the trash can next to ‌Form 5695 And then go back using the instructions above to get back to the screens in TurboTax to review your entries.   Click here for Where do I enter qualified energy-saving improvements? Click here for Energy-Efficient Home Improvement Credit   Please return to Community if you have any additional information or questions and we would be happy to help.  

The CMMINV - Community Investment Credit is claimed on the MA return on the screen titled Massachusetts Credits in TurboTax.   When you get to the credits page when preparing your MA return, scroll down to Refundable Credits.   The fourth item on the list is the community investment tax credit.   Enter the information there and TurboTax will report the credit on Schedule CMS.   Qualified investments include certain cash contributions made to a community partner or a community partnership fund.  The credit is equal to 50% of the total qualified investment made by the taxpayer for the taxable year. No credit is allowed to taxpayers that make qualified investments of less than $1,000.      

1) You are right, the allocated one does go to the 8962, so keep that one intact (sorry, I had forgotten about that; I am used to non-allocated ones).   2) The non-allocated one goes nowhere, so you can literally put anything on there.  The IRS won't reconcile anything with a non-allocated portion of policy number because it already has the real 1095-A and can compare it with the 8962.

Thank you for the reply.  I am a little confused now.  After skip import, I'm presented with 5 choices but only two are possibilities:  the "Other" choice you outlined in your response and Digital Assets (w/ 1099-DA listed beneath it).  I completely understand the procedure that you described if Other is chosen.  However, why would I not use the Digital Assets choice and choose "I don't have a 1099-DA" and proceed from there?  Under "What type of investment I sold", the choices are digital asset (ie bitcoin, etc), NFT or stablecoin w/ choices of purchase, mining, staking, etc. for how I received the crypto.   The only problem with using the Digital Assets choice, is it does not give the option to choose "Something other than a date" so that I can enter "Various" in a situation where I acquired the asset on different dates but sold lump sum.   Any further opinion/comments are greatly appreciated!

You are correct. Form 8881 Part II is limited to a $500 credit. If you use the override option, you would need to print, sign, and mail the return. Also, overrides invalidate the TurboTax Accuracy Guarantee.

The IRS issues most refunds within 21 days, assuming that there's no delay and nothing is holding your return. Some returns are subject to an automatic hold when certain credits are claimed.    You should monitor your refund directly from the IRS or Department of Revenue’s Website. These websites have the most accurate and up to date information. They get updated once a day.    To track your refund, open the link below: Where's my Refund