Why is this STILL not working!?
I am married, filing jointly e-file, we live together and still getting rejected for the joint occupancy form 5695 form.
It said I could re file on 3/17/25, well thats today and it still didnt work. I saw one other place where it said to wait until 3/27/25 to file. Why would it make us wait that long to file. Turbo tax should have saw this error while it was reviewing all of our documents, this makes no sense and is beyond frustrating.
This is due to a processing error that is a known issue with the IRS. It'll 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 27, you may print the return and file it by mail.
Known issues and solutions | Internal Revenue Service
Copied here from my post in another thread.
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:-)
Thank you for the reply!
So I did go on to TT today on a desktop and deleted the 5695 form, re did the energy credit portion, re submitted and both were still rejected!
Was it rejected for the same reason or another reason?
Here's how you can fix it:
Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.
Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.
Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.
Laura, on our married filing jointly return, we were only claiming credit for Form 5695 Part II section, Energy Efficient Home Improvement Credit, with no splitting of credit amount. I did not delete the actual Form 5695 since you need that for claiming any credit. What I had noticed in TT list of forms in our return is that the original incorrect selection of checking joint occupancy box ALSO created a form in our return called Joint Occupancy (in essence a worksheet feeding Form 5695). I deleted that Joint Occupancy form from our returns list of included forms. Inputted our credit claim directly into Form 5695. That seemed to make our return accepted after that. Certainly tough to understand all the nuances of taxpayer's situations. When trying the fix our return option in TT, there was really nothing flagged as an error in TT prior to any attempts, as various folks posting on this topic in different threads noted.
Now it’s rejected due to IND-507-01
i double checked the social security number for each of my dependents. They are correct.
says the Dependent SSN was previously used on a return for the same tax period. Does this have anything to do with me submitting my return multiple times and getting rejected? And why didn’t this come up before as a reject code?
Do you suggest I get an IP PIN which is what it seems it’s suggesting?
Ok, this means your dependent was used as a dependent on another return already filed. This would not happen due to submitting multiple times. Is there someone else who could have claimed the child as a dependent? If not, then yes, I would get and IP Pin.
The IRS system rejects at the first instance of error. I wish they would trigger all reject codes at once, but once it comes across one reject it quits searching and rejects for that error.
Okay thank you. So I triple checked both my dependents SSN and everything looks good. I tried to delete them off and re enter everything just to be sure but it was rejected again for same reason.
I have an IRS account and my identity is verified and I can find the IP pin page but I’m confused about whether it’s me getting an IP PIN or my dependent? It’s the dependents SSN number I believe that’s the issues but my young child can’t have her own IRS account. So I’m just confused because it’s not me who needs the pin it’s my daughter ?
Also how can I see which dependent is having the issue with the SSN? I see where it says it should say 1 or 2 but I can’t see that anywhere ?
Review the Description field. There'll be a number in brackets, [?], that identifies which dependent is causing this reject. For example: "[2]" will identify the second dependent from the top.
Our was rejected for the same code was told the 17th we could fix and refile. Now it's saying the 27th.. but we don't file jointly we file married filing separate. So don't understand why the rejection.
I got the same error weeks ago and have been waiting until today (March 27) to refile my return. It’s still not working. When will this be fixed?
Same here. I am still getting this error. I tried calling turbotax this morning, and they said maybe try later tonight. it "should be fixed by the weekend hopefully". This is getting extremely frustrating.
Please wait until later today or tomorrow and then you should be able to successfully file.
It said it would be fixed today(3/27/25), but it was still rejected. Thank you for your suggestion for form 5695. I deleted the joint worksheet and made sure the filing jointly box at the top of form 5695 was not checked(even though my 1040 is married filing joint). Checked that my energy credit was on form 5695 then resubmitted and it was successful! Your fix worked.
Thanks again.
This is still not working for me. Can you advise if this issue has been fixed and I should get on the phone with turbotax to resolve? Or is there a new date we can expect this to be fixed?
now, essentially the rejection message is now stating 4th of April for anticipated fix date, in which this so-called fix date has been pushed back time and time again. This is getting very frustrating and as the dead-line approaching (4/15), i am not so sure if i can count on that. Since i paid for the software to do this, i am not mailing it out, it is not cheap.
It is so frustrating. I ran into a similar issue with my business taxes so I’m exhausted at this point. I called them yesterday and I was essentially told to file for an extension because they have little confidence it will get fixed.
POS Turbo Tax still does not work . Got 5695_Joint_Occupancy again
I have used TT for ever. If I have to mail on never again.
I called 1-800 Turbotax for help. Was told you have to file the 5695 form by mail.
Appears when you get to the next vaporware that turbo tax is going to fix the issue date of April 4th they will just roll to telling you to paper file.
I am going to try filling with another tax prep software.
I e-filed about a month ago, return was rejected told to wait until IRS fixed their problem 3/27.
Re-filed 3/27, and return was rejected AGAIN and told to wait until 4/7. Is this another consequence of DOGE unethical intrusion?
Why does TurboTax allow return e-file with this Form included if it's not fixed since last year?
Aside from IRS screwups, the very confusing 5695 Form has no real help to complete using an interview style input like so many other TTax forms do. I suggest you engineer some help on this.
The IRS updated the system this week to start accepting e-filed tax returns with Form 5695 Joint Occupancy. However, a processing problem still exists. To ensure the accuracy of tax returns, TurboTax is working hard to eliminate the issue. The expected resolution date is April 4, 2025. On or after that date, please log back into your TurboTax account, fix any error messages and e-file your tax return.
There is also an option to print and mail your return. If the special rule for joint occupants applies to you, please make sure that the box on line 32a of Form 5695 is checked. Then attach a statement to your printed return that explains how the special rule applies to your situation.
This statement should include:
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.
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)
1) I do not have anything for joint applicants, so I’m still unclear why this issue still exists. What type of statement do I need to include with no joint applicants?
2) Also since I already paid for efiling how can I request a refund if the resolution is to mail in my taxes. The most frustrating part of this whole issue is that TurboTax charged me, and THEN my return was rejected. It should not pass the final review step so I’m not charged. I have been through this with my business taxes and if you request a refund with the online version it is immediately rejected because “you don’t pay until you file” which is very misleading and incorrect.
If you are Married Filing Jointly, say NO to the question 'did you occupy the home with another person?' This refers to someone other than your spouse.
If you're using TurboTax Desktop, go to FORMS and uncheck the Joint Occupancy box at the top of the form and try Efiling again.
If you're using TurboTax Online, in the interview, say NO to the Joint Occupancy question, clear your Cache and Cookies, and try Efiling again.