IRS Rejected efile for Form 5695 Joint Occupancy - Paper filing

[bluepig2020]

I've given up on the issue being resolved in time for 04/15/2025.

I printed my Turbo Tax IRS Return forms to mail in. Upon reviewing my Turbo Tax prepared printed IRS Return forms, I noticed that for the Form 5695, Line 32a states: "If the special rule for joint occupants applies, check here {X} and attach statement. (See instructions)."    

What "statement" needs to be attached? I do not readily see the needed 'statement' among my completed  Turbo Tax printed forms.  

 

[bluepig2020]

OMG!!!!  Now I have to do more stuff per Turbo Tax instructions. See below.

If this is a known issue for several months now ~ with Turbo Tax instructing all users the option to print their Returns, then why couldn't Turbo Tax include the needed statement for this IRS processing error?

This seems like a missed impacted customer service need for Turbo Tax to ensure ALL the needed & required tax return materials are provided upon printing the Turbo Tax prepared Return to the paying customer. 

Turbo Tax could have at least provided a Blank Form 5695 Statement for the user/customer to file out & attach. 

**Caution Everyone ~ If you print your Turbo Tax Return to mail in because of the continued IRS Rejection of the Form Joint Occupancy Issue ~ you have to create your own 5695 Statement Document to attach to your printed Turbo Tax Return forms before mailing it in! ****

03-29-2025 Turbo Tax instructions:

"For Form 5695, Line 32a, if the special rule for joint occupants applies, you need to attach a statement that explains how the special rule applies to your situation. This statement should include:

1. The names and Social Security numbers of all joint occupants.
2. A description of the property and the nature of the improvements made.
3. An explanation of how the costs were shared among the joint occupants.

TurboTax does not automatically generate this statement, so you will need to create it yourself. Make sure to include this statement when you mail your tax return to the IRS. If you have further questions about this process, consider reaching out to a TurboTax expert for assistance."

[AnnetteB6]

Here is a possible template that you can use:

Statement for Special Rule for Joint Occupants

Taxpayer Name: [Your Full Name]

Taxpayer Identification Number: [Your SSN or ITIN]

Tax Year: [Year]

Names and Social Security Numbers of Joint Occupants:

[Full Name of Joint Occupant 1], [SSN of Joint Occupant 1]

[Full Name of Joint Occupant 2], [SSN of Joint Occupant 2]

(Include additional names and SSNs if applicable.)

Description of Property and Improvements:

The property is located at [Property Address]. During the tax year, the following energy-efficient improvements were made to the property:

[Description of Improvement 1] (e.g., installation of solar panels, energy-efficient windows, etc.)

[Description of Improvement 2] (if applicable).

Explanation of Cost Sharing:

The total cost of the qualified energy-efficient improvements was $[Total Cost]. The costs were shared among the joint occupants as follows:

[Your Full Name]: $[Amount Paid by You]

[Joint Occupant 1's Full Name]: $[Amount Paid by Joint Occupant 1]

[Joint Occupant 2's Full Name]: $[Amount Paid by Joint Occupant 2]

Based on these contributions, I am claiming my allocable share of the energy-efficient home improvement credit. My share was calculated as follows:

Credit Allocable to Me = (Credit Limit for Property) × (Amount Paid by Me / Total Amount Paid by All Occupants)

@bluepig2020