topic Re: Form 5695 Errors in Deductions & credits

Form 5695 Errors

vancleve — Wed, 11 Feb 2026 04:08:16 GMT

It seems to me that the current (now final) form 5695 has several errors. It does not have a line for electric heat pumps, and when I enter a value in the geothermal heat pump cell, it calculates a value that is too high for the refund (supposed to max at $2000). This seems to be an important bug.

Re: Form 5695 Errors

SteamTrain — Thu, 08 Feb 2024 00:44:34 GMT

The form 5695 forms ARE NOT READY !!!

Supposedly they "might" be ready daytime on 8 Feb...but don't bother trying until 9 Feb !

(of course, they may decide tonight to delay another week....no promises)

Re: Form 5695 Errors

vancleve — Thu, 08 Feb 2024 02:07:29 GMT

TurboTax lists this form as complete and ready on their website.

Re: Form 5695 Errors

AmyC — Fri, 09 Feb 2024 18:21:57 GMT

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

Re: Form 5695 Errors

SteamTrain — Fri, 09 Feb 2024 18:33:04 GMT

@AmyC

This is a post from Wednesday....when teh for 5695 was NOT implemented as the 7 Feb (erroneous) suggested date.

We don't know if @vancleve is still having the problems, since it was fixed overnight Wed-Thurs, and ready to use Thursday morning.

_____________

@vancleve To avoid issues, you DO have to go thru the Energy Credits Q&A again now that it's fixed. At least one person assumed the update would fix it entirely....but some of the questions, and entry boxes may have changed.

OR...is it still a problem for you?

Re: Form 5695 Errors

vancleve — Fri, 09 Feb 2024 20:04:43 GMT

The form does appear to have been fixed at this point.

Re: Form 5695 Errors

SteamTrain — Fri, 09 Feb 2024 20:08:51 GMT

@vancleve Then please create and post the diagnostic file # like @AmyC suggested,,,please.

The software folks need to see what's happening.