The IRS amended my efile to remove the energy credit because their computer didn’t recognize the QMID. It’s a known bug at the IRS and their website gives the workaround pasted below. I want to amend my return to include a pdf as they requested. Can I do that with TurboTax efile, or will I have to print it out and mail it? Many thanks!
From IRS website…
Taxpayers filing Form 5695 for Tax Year 2025, with a QMID containing letters I and/or O, should leave those QMID fields blank on the Form 5695 and attach to the return a binary attachment or [GeneralDependencySmall] with the description beginning with "Substantiate QMID". Provide the following in the statement: 1.) QMID provided by the qualified manufacturer. 2.) Cost associated. 3.) The line reference and small description for each item of specified property placed into service in 2025. This will allow for the IRS to accept such returns electronically.
Please be aware that this may result in delays in processing the return, which can delay the refund.
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If you originally included Form 5695 in your return as originally filed, you do not need to amend. You can print the form directly from TurboTax as the program has been updated. Then, follow the instructions on the IRS notice to send the completed updated form to the IRS. If you are using TurboTax Desktop, make sure you check for updates first by going to the top menu, and selecting Online, then Check for updates.
How do I get a PDF of my return
Thank you for replying. I'm not sure that I understand your response - so can I check with you again. I e-filed, including form 5695 with a valid QMID. According to my IRS transcript, their computer system reviewed that filing and failed to recognize the QMID because it contains the letter "I". The IRS computer then reduced my refund by $2000 and paid me. Are you suggesting that I print out my original e-filing forms, remove the QMID (to show that as blank), add a "Substantiate PDF" page, and then mail that in to the IRS because TurboTax won't allow me to e-file with a PDF? Thank you for confirming.
When you print only form 5695 from your completed return, this area should not be blank. You will print only this form and then follow the instruction on the IRS notice.
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