I failed to claim a credit for the installation of a new heat pump on 2022. Can the credit be claimed for 2023 or do I first need to file an amendment to the 2022 return in order for the carryover to appear on my 2023 return?
You have to amend
No, you can't take a 2022 credit on your 2023 return. You would have to amend your 2022 return. The Residential Clean Energy Credit will allow you to carry the balance to 2023. However, the Energy Efficient Home Improvement Credit does not carry forward.
OK. Then I have a problem. I had to totally rebuild my Mac recently. After reinstalling Turbotax 2022 and attempting to open the affected return, I get a message saying I have to install my state software. The cost is $45. How can this cost be avoided?
Please call TurboTax Customer service. Here is a link: Turbo Tax Customer Service