Form 5695 Energy Efficient Home Improvement Credit

[esferre]

 I just completed and e-filed my 2024 Tax returns, both Federal and State and they both were rejected.

I Jointly own my property with my someone else, who is also filing separately. I can't file my federal return with the Form 5695 joint occupancy box checked. Although I did pay for the entirety of energy improvements, there is no way to manually adjust the worksheet to indicate this. I also noticed that TurboTax checked "NO" for all three boxes on lines 17a, 17b, and 17c of this form. These are questions that have to do with, qualified improvements installed in your main home,  the original user of the qualified energy efficiency improvement, and the length of time (5 years) that the improvement is expected to remain in use. All of these questions were correctly answered by me,  "YES", but when I look at the actual 5695 form it generated, TurboTax checked the "NO" box. 

Anyone know what is going on with this. Is this a program bug? How do you fix this?

Thank you for your help.

[CatinaT1]

You might try deleting the form and reentering it to solve the issue with the boxes being checked no instead of yes. See below on how to delete a form. 

Additionally, if you have Form 5695 and claiming joint occupancy, the IRS will not be accepting these returns until 3/16/25. You can see this on this IRS site. The language you see below is from Row 39 of the Tax Year 2024 spreadsheet.

Taxpayers claiming Joint Occupancy on Form 5695 will have to file via paper if filing their return before the Form 5695 schema is updated in mid-March. This temporary limitation should only impact a subsection of Form 5695 filers.  For a preview of the TY24 draft form and instructions for Form 5695, please see the Draft tax forms on IRS.gov at https://www.irs.gov/draft-tax-forms. Submission of Forms 5695 that do not claim Joint Occupancy may be e-filed at the start of Processing Year 2025

See if you have form 8915 from a prior year in your return. Perhaps you took a distribution in an earlier year? 

If you are using:

• TurboTax Online: see How do I view and delete forms in TurboTax Online?
• TurboTax Desktop:
  1. On the top right, there is a FORMS button.
  2. Click on FORMS.
  3. Locate the form you want to delete.
  4. Click on the form name.
  5. Below the form, bottom left, select DELETE FORM button.