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Level 2
posted Feb 13, 2024 12:07:30 PM

Worksheet Form 5695 - step-by-step

What is with the delay on fixing the worksheet for Form 5695 for joint ownership ?    Put a little overtime on this please.    I'm ready to file .    Is the worksheet really not correct or what ?   What is the hold up ?  

1 4 711
4 Replies
Expert Alumni
Feb 13, 2024 12:41:27 PM

Some of you may have experienced pending delays with returns containing Form 5695.

 

If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

If using TurboTax Desktop: Please see this FAQ.

 

Some customers may have received an email with instructions on how to proceed. If so, please follow the directions given in your email.

Level 2
Feb 13, 2024 1:01:55 PM

Using Turbotax Desktop  - I've run the online / check for updates many times and it always says I'm up to date.  I took suggetion for FAQ and down loaded the superpatch and ran that and still Form 5695 does not work.  When are we going to get accurate information on when this form / worksheet will b corrected ?

Level 2
Feb 17, 2024 6:18:47 AM

I did that yesterday and it's still not updated.  Also tried the android app, that also doesn't work.  I wish this would get fixed!

Expert Alumni
Mar 2, 2024 1:56:03 PM

This issue is expected to be corrected in the next TurboTax update planned for March 8th.  Please also take a look at the following TurboTax help article and click the link to register your email address so that you are notified when the situation is corrected:

 

Why is TurboTax limiting my Home Energy Credit when I have a non-spouse occupant?

 

@CraigW48 

@sergeim105