topic Residential Energy Credits in Deductions & credits

Residential Energy Credits

Ellenorganic — Sun, 08 Feb 2026 18:12:10 GMT

If married filing separately AND married living separately, will TurboTax handle Form 5695 Residential Energy Credits? TT error is ambiguous as to whether TT inability to handle these credits for married living separately (which is a problem TT should fix) applies to all filing statuses or select filing statuses. It doesn't make sense that this failure on the part of TT to handle this credit for married living separately would occur for married filing separately and I'd like to know before I spend any more time trying to use TT.

Re: Residential Energy Credits

AnnetteB6 — Sun, 08 Feb 2026 21:13:09 GMT

Please clarify your question with more information about which type of energy credit you are trying to claim and what you are seeing onscreen so that you do not think the program is working properly. Are there error messages or do you simply not get the credit you were expecting?

You can also consider sharing a diagnostic copy of your tax return so someone can take a closer look.

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 (Deluxe, Premier, etc.) of TurboTax you are using 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: Residential Energy Credits

Ellenorganic — Wed, 11 Feb 2026 16:20:06 GMT

Thanks, here are some more details!

Clarifying information:

Married living separately. Filing jointly (most likely)

For one spouse home, seeking both Residential Clean Energy Credit and Energy Efficiency Home Improvement Credit.

For other spouse home, seeking only Residential Clean Energy Credit.

In TT deductions and credits, home energy credit section, TT asks if spouses live separately. An answer of 'yes' leads to a window that says TT cannot handle energy credits for spouses living separately.

Question is: Can TT handle energy credits for spouses living separately if filing status is married filing separately?

Re: Residential Energy Credits

ThomasM125 — Wed, 11 Feb 2026 18:09:48 GMT

Yes, you can use TurboTax to process your energy credits if you are filing married-separate and living separate. I prepared a mock return as such and had no trouble applying for the energy credit.