There was a change for the 2023 tax return in the energy tax credit related to installing energy saving windows. The maximum credit allowed was increased. You would claim the credit in the year that the installation was completed. If the windows that were installed in 2022 and 2023 were all a part of the same job, then it should be claimed on your 2023 tax return.
The only reason that comes to mind with regard to not being able to claim the credit on your 2023 tax return is that perhaps your income tax liability was already reduced to zero or was too low to get the full energy credit since you mentioned that your income was less in 2023 than 2022. If that is the case, the credit will be carried over to a future tax year.
To learn more, take a look at the following TurboTax article:
Energy Tax Credit: Which Home Improvements Qualify?
If it would be helpful to understand what is happening with the energy credit in your return, you can provide a diagnostic copy of your tax file so someone can take closer look.
The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms. If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using, along with which state you are filing in a follow-up thread.
Use these steps if you are using TurboTax Online:
- Sign in to your account and be sure you are in your tax return.
- Select Tax Tools in the menu to the left.
- Select Tools.
- Select Share my file with agent.
- A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
- Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
- Select Online at the top of the screen.
- Select Send Tax File to Agent.
- Click OK.
- Post the token number here.
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