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vancleve
New Member

Form 5695 Errors

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.

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6 Replies

Form 5695 Errors

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)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
vancleve
New Member

Form 5695 Errors

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

AmyC
Expert Alumni

Form 5695 Errors

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.

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Form 5695 Errors

@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?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
vancleve
New Member

Form 5695 Errors

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

Form 5695 Errors

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

The software folks need to see what's happening.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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