Residential Energy credit expenditure

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We are two unmarried persons living in the same house. I paid alone 100% of the cost of a heat pump in 2024 ($15,354). Is it correct for me to fill the form 5695 and answer No to the Turbotax question of joint occupancy since there is no split of the cost, and therefore the line 32a should be left unchecked (no special rule to apply)?

TurboTax Home & Biz Windows

MayaD

Alumni - Intuit

If you paid 100% of the cost,

On the screen First, we need to know a little more about your living arrangement, select Yes, I share ownership of the home with another person to the question.
Next, select No I was the only one who paid for the energy efficient improvements.

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amd1956Author

Level 2

Thank you Maya. I tried what you suggested first but then I understand from many other comments in this group that I will not be able to e file. Also when I do that Turbotax generates a "Joint Occupants" statement but does not attach it/ include it in my return, although that is what line 32 a requires. My friend living with me is not planning to submit a 5695 himself since he paid zero and we're not sure what it would accomplish to file a form for zero cost.

MarilynG

Alumni - Intuit

There is a known issue at the IRS with claiming the Home Energy Credit when 'Joint Occupancy' is indicated. There is a projected fix of 3/23 for this issue.

However, since you are the only one claiming the credit, I would recommend saying NO to the joint occupancy question if you want to Efile now.

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@amd1956

@Marti10

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