my taxes were rejected for e filing due to Joint Occupancy on form 5695. Does anyone know what this is?

[MarilynG1]

Look at the top of your Form 5695 to see if the first box is checked.  If you're using TurboTax Desktop and can open Form 5695, uncheck that box if you're filing as Single, as well as the box you indicate in your screenshot, if it's still checked. 

If you're using TurboTax Online, close the program, clear your Cache and Cookies, and return to the Home Energy Credit section.  After indicating that you made energy improvements, you'll see a question asking about 'living arrangements'.  Make sure you didn't indicate you shared the home with anyone else.

This may resolve your issue and allow you to Efile without error.  If not, you'll have to wait until the IRS resolves this issue. 

@Laurakayrn  

[Twigbranch]

I tried to clear cache and cookies and log back in and I still have same error of the joint occupancy on 5695. My husband and I are married and filing jointly. Is there a way to get it to efile? We already have missed the end of Feb price discount due to no fault of ours due to this. How can we fix it or are we sol until mid month when things are fixed?

[Ender1]

The IRS website now lists this as not being resolved until 3/23/2025 

[LeticiaF1]

This return can't currently be processed for e-filing due to Joint Occupancy on Form 5695. ‌This is due to a processing error that will be corrected on March 27, 2025. On or after March 27, 2025 open the rejected return, review it for errors, and resubmit the return for electronic filing. If you don't want to wait until March 17, you may print the return and file it by mail.

Known issues and solutions | Internal Revenue Service

@Twigbranch 

[zombokilla666]

How do you manually uncheck this directly on the form if you are using the web version of TurboTax. 

[hwilliams7]

Hi thanks for this information...after reading this Im going to check if the form 5695 is active and update for use it says 3/17/2025 I have a customer with a error reject code 5695 joint occupancy in this thread of info I have to find out if the error is do to the form not being update (but person said spouse has already filed) I was think its rejected because spouse did not listed form 5695 on their taxes return and that is why spouse is being rejected : customer sent this reply when I ask about joint occupancy: 

no because she didn't put anything about the energy credit on hers

C

we only claimed it on mine

8:57 PM

Have I have further question this will help us resolve the matter thanks for provided information to help resolve tax question. Did you'll  occupy your home jointly 

Sent · 8:59 PM

Customer

C

we both live in the same house that we both own

and based on there last response it has to be rejected because the spouse must list the form on their return... he will file without it and then both will have to amend and add the forms or he will have to wait until the spouse amend then do the other spouses tax return

[Jameslu100]

it still comes back an error, with it unchecked on the top. As far as for question 32, X marked in black, you cannot uncheck

[hwilliams7]

Hi, 

It does not indicated that the joint occupancy refers only to husband and wife it states joint occupancy:

Joint occupancy. If you occupied your home jointly with someone, each occupant must complete their own Form 5695

 https://www.irs.gov/forms-pubs/clarification-to-the-2023-instructions-for-form-5695-for-joint-occupa...

[Gordie716]

Just wanted to say thank you to this thread and the Tax Experts advice.

I did want to pass along that we use desktop version of TT Premier.
Married filing jointly.

Original Fed & State return submission rejected.

I did try just unchecking the joint occupancy box directly on the 5695 form in Forms Mode.

Re-submitted and Fed + 2 States ALL rejected again.

Went into TT again and deleted the 5695 worksheet that TT also automatically created during the step-by-step process.

Resubmitted and ALL Fed & State returns were accepted. So glad I didn't have to wait for any TT update of their template. Form 5695 actually has a note near the top that if your joint return is your spouse do not check that Joint Occupancy box. Our tax situation does not have any splitting of 5695 credits.

Again appreciated the thread and maybe this helps with some frustration of others like me:-) 

[hwilliams7]

Hi Thanks for being a valuable Turbo Tax customer ...never feel frustrated doing your tax return...reach out to us here with any questions or concern here in the community and we would be more then happy to assist... Happy filing!!!

[pcordaro]

Married filing separate here, and since I am the one who pays for the solar panels I completed the 5695, but my wife did not. My return has been rejected twice due to “joint occupancy.” The second time I filed, I unchecked the box at the top of the form since we don’t share the cost of the improvement, and it was still rejected.

My wife’s return was accepted and is complete.

Any thoughts on what to do next? 

Thank you! 

Thank you. 

[CatinaT1]

What was it rejected for? There should be a code or message telling you.

[pcordaro]

This is all the rejection in the email, and in Turbo Tax, said

“Let's Take A Look at Your Return

This return can not currently be processed for e-filing due to Joint Occupancy on Form 5695

This return was not e-filed due to a processing error that will be corrected on March 27, 2025.

On or after March 27, 2025 open the rejected return, review it for errors, and resubmit the return for electronic filing. If you do not want to wait until March 27, you may print the return and file by mail.”

The first time the rejection said to resubmit on or after 3/17. I tried again after that date, then received the above message. 

[CatinaT1]

The IRS delayed this again and the most current date we have from them is 3-27. Please try again then.

[kkklw]

Hi,

Is this updated again? Now it says after Apr.4th. Thanks