Energy Efficient home improvement property credit

[Georgia75]

Purchased mini split system in 2022 did not realize I was eligible for tax credit until after I filed my return. Can I still use when filing 2023 return?

[VolvoGirl]

No.  You need to amend your 2022 return.  You should not amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  

How to Amend this year

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

[carmen_t]

Hello and thank you for your question.  

If elgiblefor the credit and did not take it, you can amend 2022 and use any carryforward to 2023.  To do an amendment within TurboTax you will just login and at the home screen go to tax return and select the year.  Please feel free to respond if you have further questions or detail.

[heidis1]

Hi Georgia75,

If you were eligible for the energy in 2021 and did not claim it on your 2021 return, you can amend your return for the appropriate year (2021) to take advantage of the savings.

Also, any unused energy tax credit claimed on your tax return can roll forward to future years and offset tax liability in those years.

This link may help:

Energy Tax Credit: Which Home Improvements Qualify? 

Hope this helps. Thank you for asking.