Form 5695

[DB7231]

It worked for me early today  

[DoninGA]

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@Rreeves wrote:

Form was still not ready as of this morning, sad deal, I just ate th $31 credit and submitted my taxes. Got tired of waiting... Might be using H&R Black next year.

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The Form 5695 for tax year 2023 was updated early on 02/08.  If you are using the TurboTax desktop CD/Download editions you need to click on Online and then on Check for Updates to update your software.

[lex-k]

I am using the Mac Desktop version. What cookies are you talking about? How can I fill in the address of the house to associate the heat pump rebate?

[MJ92]

They were supposed to send out an email to notify us

[eszylle]

My return was rejected and it says I didn't fill out Form 5695 correctly, but I did. Is anyone else having this issue? 

[Jeflon81]

Received notice taxes filed and complete 

[MayaD]

You can check the Instructions for Form 5695 to make sure you have entered your information correctly. To revisit that section: 

1. Open or continue your return
2. Inside TurboTax, search for this exact phrase including the comma and spaces: 5695, residential energy credit
3. Select the Jump to link in your search results

[aleardi83]

Yes!😡 I got the same thing a couple hours ago. It was my address for the improvements that were done.  I also know for a fact that I included it.  It was  not that easy to navigate to the problem to fix either.  I’m so disappointed with TT this year. I won’t be using it next year. 

[lb3645]

Yep, same here.....I did fill out the form correctly (shows my State was missing?).  * Side note:  not sure why I was able to proceed without the state being there but ???.  

[aleardi83]

The issue is even after running the “check for errors” in the TT program, it  comes back rejected for missing information. 

[DianeW777]

This experience may be resolved by using the information below.

In forms mode, you can click Yes to de-select it so that there is no answer at all for this section that is not applicable. 

In interview or Step-by-Step mode, the experience I found is to answer Yes, I have Residential Energy Property Expenditures, then No the home is not in the U.S. which then causes 21a to be checked No and the IRS won't reject for the empty line 21a.

Review your answers for the following:

• 21a and 21b should not be selected (either Yes or No) because there were not any Residential Energy Property Expenditures. The IRS Rule is that if 21a is yes, then 21c must have the address.

Please update here if you need further assistance. 

@lb3645 

@Ib3645

[eszylle]

I don't see the option for "Forms mode". How do I do that?

[DoninGA]

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@eszylle wrote:

I don't see the option for "Forms mode". How do I do that?

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Forms mode is only available when using the TurboTax desktop CD/Download editions.

[eszylle]

But the house IS in the US.