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Joint ownership for energy credit

Using TurboTax Desktop - So when is the update to the issue of joint ownership of a home (meaning not with your spouse) applying for the energy credit (Form 5695) going to be done? We each own the home and have paid equal parts for energy upgrades. TurboTax can not e-file until this is worked out. Any idea when this will be done or a legal workaround? Trying to get this done early and TT is not helpful.

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3 Replies

Joint ownership for energy credit

Same issue with the online version without any indication when it will be fixed!

DETaxGirl
New Member

Joint ownership for energy credit

I interacted with TurboTax via Facebook Messenger on Sunday evening and after sharing screenshots of the message that TurboTax was updating how joint occupancy credits were reported, was told that the IRS was updating Form 5695 and that I should check back in a few days.  Well, it's been a few days and there has been no resolution.  

AnnetteB6
Expert Alumni

Joint ownership for energy credit

As of the last TurboTax update, most of the known issues with Form 5695 have been resolved.  

 

There is still a calculation issue affecting only joint ownership of the home and claiming one specific credit that is scheduled to be corrected with the next update around March 8th.  If this applies to you, see this link and sign up for updates:  Why is TurboTax limiting my Home Energy Credit when I have a non-spouse occupant?

 

If you are still experiencing an issue, please respond with details so that someone may help you get it resolved.

 

@NJtaxgirl19 

@sergeim105 

@DETaxGirl 

 

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