Problems with form 5695 lines 21a and 21b after turbo tax update

[Phil9981]

@DianeW777 A lot of angry people right now that can't get their taxes done with the online version. How can we get this issue escalated higher up the chain? 

[user17728832762]

Hello.

Below is my Token #   I am filing for Michigan

1338231

Please advise.   Thank You!!!

[Tony20110]

it didn't work for me either.  How do you delete a form in the laptop software, not on line?  When I go to Forms and pick 5695 and try to remove it it just keep on coming back. I have a carryforward amount from last year not an energy credit from this year.  Any help would be appreciated.  I have been on the phone with TurboTax for hours and at the end they keep on telling me that the problem is with the IRS not TurboTax but I don't see that just by seeing all the comments in here.

[Tony20110]

I don't see the problem being solved as of March 6th, did you?

[user17728832762]

No and no other responses.     Sigh.....  I'm going to have to pick a different software just to get my taxes done.   Very disappointed in this software.  

[user17728832762]

any resolution on your end yet?    I'm still waiting on response.

[Phil9981]

The solution for the online version is found in this thread: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-fed-and-state-filing-rejected...

Go to page 3 of the thread. Thanks to @tblong for writing out the step by step instructions. This solution worked as of Mar. 8, 2026.

[Tony20110]

My return was Ok to file, however TurboTax counted the filing that I did and the rejection on the filing as one of my 5 efiling returns and they didn't want to give me a credit for one.  However, after I spoke to them they still were going on that the problem was not resolved.  Long story short I purchased a new TurboTax software from Amazon and filed it and it went through with no problem and was accepted.  Next year I will look at other software system H&R Block etc.  Please note that my Form 5695 was only a carryforward credit from 2024.  I didn't even had to complete the form as TurboTax brought it across automatically.

[mkctt]

"however TurboTax counted the filing that I did and the rejection on the filing as one of my 5 efiling returns and they didn't want to give me a credit for one.  "

That's ridiculous that they would consider this one of your 5 e-files, when the issue was their software.  If a return is rejected IMHO it shouldn't count as one of your e-files, especially when it was their software and passed their error check.

[Tony20110]

Agree!  But I was tired to spend time on the phone with incompetent people that they didn't know what to do.

[dungnguyen168]

My filing joint return with form 5695 having issue. The software provide two 5695 forms, one for me and one for my wife. We both live in the same house.

[Cadiffley]

This doesn’t correct the errors for line 17.

[user17723141501]

Rather than buying other software, I'm going to print my forms out and fill them in by hand, then submit them by mail. 

[user17728832762]

Thank You VERY MUCH!!!    This worked.   I will sure to also thank @tblong   🙂

[MarilynG1]

Yes, if you're Married Filing Jointly, DON'T check the box for 'Joint Occupancy' on Form 5695.  This refers to sharing the home with someone not on your return, and splitting the costs of energy efficient credits with them.

If you're using TurboTax Desktop, in FORMS, 'Open Form' 5695 and use the 'Delete' button at the bottom of the form to delete it.  Then step through the interview for the Energy Credit again to let it repopulate properly.

@dungnguyen168