topic Re: Form 5695 in Get your taxes done using TurboTax

Form 5695

LSE1 — Tue, 10 Feb 2026 10:46:04 GMT

Seems to me that the calculations of energy credits are wrong. On line 24 and 29, the program is reducing the amount you enter before you apply the 30% and then the 30% gets applied on the next line. Has anyone else found that the calculations are wrong and grossly underestimating the energy credit in Section B?

Re: Form 5695

AnnetteB6 — Tue, 27 Feb 2024 14:45:56 GMT

Are you saying that the number that you enter for the costs of your furnace or heat pump is not what is entered on lines 24 a or 29a of the actual Form 5695? If so, I would like to take a closer look at this by reviewing a diagnostic copy of your tax data file. This would be the first step to get the situation corrected by the TurboTax developers.

The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms. If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.

Use these steps if you are using TurboTax Online:

Sign in to your account and be sure you are in your tax return.
Select Tax Tools in the menu to the left.
Select Tools.
Select Share my file with agent.
A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
Post the token number here.

If you are using a CD/downloaded version of TurboTax, use these steps:

Select Online at the top of the screen.
Select Send Tax File to Agent.
Click OK.
Post the token number here.

Re: Form 5695

LSE1 — Tue, 27 Feb 2024 15:21:33 GMT

Yes. That is what I was saying.

I sent the diagnostic file.

Token 1196472

Using on line version of Premium Turbotax

Re: Form 5695

AnnetteB6 — Wed, 28 Feb 2024 18:50:47 GMT

After taking a closer look at your return, there is an amount that is calculated incorrectly. The issue has been reported to the development team for correction.

Take a look at the following TurboTax help article and click the link to register your email address to be notified when it has been resolved:

Why is TurboTax limiting my Home Energy Credit when I have a non-spouse occupant?

@LSE1