topic My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately? in Get your taxes done using TurboTax

My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

eszylle — Wed, 11 Feb 2026 03:42:53 GMT

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

DoninGA — Mon, 12 Feb 2024 20:45:46 GMT

To enter Home Energy Credits -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credit
Click on I'll choose what I work on (if shown)
Under Your Home
On Home Energy Credits, click the start or update button

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

eszylle — Mon, 12 Feb 2024 20:51:34 GMT

It doesn't seem to ask all the questions that are on the form so my return keeps getting rejected.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

DoninGA — Mon, 12 Feb 2024 20:59:43 GMT

Did you complete the first several screens for a home and then continue through both sections of the form? The first section is for the Residential Clean Energy Credit and the second section is for the Energy Efficient Home Improvement Credit

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

Opus 17 — Mon, 12 Feb 2024 21:03:43 GMT

I would delete the form 5695, then go back and run the energy credit interview again. There seem to have been some problems with the first release of the form, and there might be a piece of bad info sticking to your return. If using the desktop program, make sure you have installed all pending updates.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/delete-tax-form-turbotax-cd-download-software/L2d7wSGxc_US_en_US?uid=lsjf7676

Have you submitted multiple times and are getting more rejections? Or are you unable to transmit the return after you think you've fixed it but it won't pass the Turbotax error check?

As an alternative to deleting you could try revisiting the form, but make sure you run every step and answer every question in the guided interview. But deleting the form would probably be better.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

eszylle — Mon, 12 Feb 2024 21:09:57 GMT

I've submitted twice and it got rejected both times. I've revisited several times and I've answered all of it correctly but it seems to be missing some questions because when I look at the PDF version of my return it doesn't have everything filled out.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

DoninGA — Mon, 12 Feb 2024 21:10:54 GMT

What exactly are you trying to enter on the form?

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

eszylle — Mon, 12 Feb 2024 21:22:42 GMT

I'm not seeing the options to delete this form anywhere. It just lets me revisit.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

eszylle — Mon, 12 Feb 2024 21:23:49 GMT

From the PDF of my return it looks like it's missing most of the info for Qualified Energy Efficiency Improvements, however, it never goes through those questions when I revisit.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

DoninGA — Mon, 12 Feb 2024 21:25:09 GMT

@eszylle wrote:

I'm not seeing the options to delete this form anywhere. It just lets me revisit.

To delete the Form 5695 -

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

Opus 17 — Mon, 12 Feb 2024 21:50:43 GMT

Form 5695 includes 3 different credits (technically 2, but really 3).

Part 1 is the Residential Clean Energy Credit, that's solar power, geothermal, fuel cells.

Part 2A is Qualified Energy Efficiency Improvements. That's doors, windows, skylights, insulation, and other air sealing solutions.

Part 2B is Residential Energy Property Expenditures. That's an energy efficient air conditioner, hot water heater, furnace, heat pump, biomass stove, and home energy audit.

If you have those things and they are not on the form, delete the form and run the interview again. If you aren't being asked about those things, you may need to install a program update, or wait for the next update online. But if you don't have those things, there's no reason for the form to be all zeroes, a section can be blank if you didn't make that kind of improvement.

What improvements are you trying to claim?

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

TurdbloTax_is_Garbage — Fri, 16 Feb 2024 09:48:41 GMT

Im having the same problem. Now Turbotax is telling me to wait until Feb 23rd to refile. Seems they messed up the form and are working on a fix.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

4227035 — Fri, 16 Feb 2024 13:08:44 GMT

Your return cannot be filed at this time due to a processing error that will be corrected on February 23, 2024. On or after February 23, 2024, open your tax file and follow the steps below: 1. Navigate to Deductions & Credits, and select Home Energy Credits. 2. Follow on-screen prompts to answer all questions related to Home Energy Credits. 3. Do not exit this topic without answering all of the Home Energy Credit questions. 4. When you reach the Home Energy Credit Summary, click Continue. 5. Review and correct any errors that are flagged. When all errors have been corrected, retransmit your return for electronic filing.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

Opus 17 — Fri, 16 Feb 2024 14:33:58 GMT

@TurdbloTax_is_Garbage wrote:

Im having the same problem. Now Turbotax is telling me to wait until Feb 23rd to refile. Seems they messed up the form and are working on a fix.

Yes, form 5695 is currently broken and does not ask the right questions or calculate the credit correctly. This is the first I've heard of a date for a potential fix (Feb 23?). Note that Turbotax dates usually refer to midnight, so if someone says the fix will be released on Feb 23, that usually means midnight Pacific time on the night of the 23rd (or 3am on the morning of the 24th on the East Coast.)

In the mean time, don;t keep trying to submit a rejected return. If you are rejected too many times, you will have to file by mail even if the program gets completely fixed.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

slaglecu — Fri, 16 Feb 2024 16:41:21 GMT

I'm having the same problem even though my information is correct. This is the error it's telling me:

Your return cannot be filed at this time due to a processing error that will be corrected on February 23, 2024. On or after February 23, 2024 open your tax file and follow the steps below: 1. Navigate to Deductions & Credits, and select Home Energy Credits. 2. Follow on screen prompts to answer all questions related to Home Energy Credits. 3. Do not exit this topic without answering all of the Home Energy Credit questions. 4. When you reach the Home Energy Credit Summary, click Continue. 5. Review and correct any errors that are flagged. When all errors have been corrected, retransmit your return for electronic filing.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

Opus 17 — Fri, 16 Feb 2024 18:34:44 GMT

Here is a notification sign up for some of the problems, but it doesn't seem to cover all the problems.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-5695/form-5695-excluded-return-filed-february-7-2024/L3KRH9a2o_US_en_US?uid=lsounb0m

@slaglecu

If you are being told in-program that Feb 23 is the date, let's go with that. I would definitely want to make sure you re-run the entire energy credit interview not just the section you need.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

GrandAm88 — Fri, 16 Feb 2024 18:46:07 GMT

I used to be able to file for free.

Then it was $40 dollars.

Then they want me to upgrade for audit assistance and such and such.

Then they fail at correctly provide the forms. TT is a joke to me after this mess up. I could have paper filed my return after filing them three times this year including the two rejections.

Now it is 10 days to fix the forms. I have lost my trust in these people.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

Opus 17 — Fri, 16 Feb 2024 18:47:46 GMT

There's a new sign up for notifications for form 5695, although it may not cover every problem.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-5695/form-5695-excluded-return-filed-february-7-2024/L3KRH9a2o_US_en_US?uid=lsounb0m

Hopefully, when form 5695 is fixed, it will fix all the problems.

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

espanad — Fri, 16 Feb 2024 23:53:10 GMT

I'm having the same issues with Form 5695, trying to claim a carryover credit from 2022. My filings (state and Fed) have been rejected twice. Both times I ran through the process, checked all forms and each time TurbuTax stated everything was correct and proceeded to efile. I hope they get it right this time!

Re: My federal tax return was rejected but I filled it out correctly. Seem to be an issue with the form 5695. Can I fill out that form separately?

rollingblackout — Sat, 17 Feb 2024 04:59:29 GMT

Same issue here.

TT is a total joke. No attempt to make it right with their customers. Just suck it and wait.

Hey Intuit, you have no idea how to treat your customers. Sure hope you get a nice class action suit out of all the failures.

Freaking joke, ready to move to something else next year.