Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 5, 2025 5:53:26 AM

Is there a way to e file with a Form 5695 with joint occupancy without waiting until March 17?

I paid in full, alone. Other occupant already filed and has his refund, (my father)

0 1 398
1 Replies
Expert Alumni
Feb 5, 2025 6:08:27 AM

No, 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