Home Energy Credit not changing return

[maryqueenscott]

Turbotax shows an energy credit of $1816, but it did not change any taxes owed/refunded my return.  I owe plenty of taxes, so the credit being more than taxes is not the issue.

[BrittanyS]

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:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. 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.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

[maryqueenscott]

Your token number is: 9130357772485386-14355041

[BrittanyS]

The $169 Foreign Tax Credit is reducing the $2,000 credit on your return.  Per Line 14 of Form 5695, the energy credit is reduced by the following items:

• Amount on Schedule 3 line 6l
• Foreign Tax Credit
• Credit for Child and Dependent Care Expenses
• Credit for the Elderly or the Disabled
• Nonrefundable Education Credits
• Retirement Savings Contributions Credit
• Energy-efficient home improvement credit
• Credit for previously owned clean vehicles
• Clean vehicle Credit
• Child Tax Credit
• Mortgage Interest Credit
• Adoption Credit
• Carryforward of the District of Columbia First-Time Homebuyer Credit

See the link below for the form instructions:

• Form 5695

@maryqueenscott