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Do I need to amend my 2023 tax return to correct my home energy credit?

SOLVEDby TurboTax38Updated 3 weeks ago

Follow these steps to see if you should amend your return to claim the Energy Efficient Home Improvement Credit:

  1. Find line 22 on your Form 1040 or Form 1040-SR.
  2. If it's 0 and you had one of these improvements, you don't need to amend:
    • Central air conditioners
    • Water heaters
    • Home energy audits
    • Doors and windows
    • Qualified heat pumps
    • Biomass boilers
    • Biomass stoves
  3. If that's not your situation, you need to amend your return to claim the credit.

You may not receive an additional refund, but the credit will be carried forward to next year.

To amend your product, select your situation and follow the instructions.

  1. Sign in to the TurboTax account where you prepared your 2023 return.
  2. On Tax Home, scroll down to Your tax returns & documents, and choose 2023. If you haven't already done so, we recommend that you print a copy of your original 2023 tax return for your records by selecting Download/print return (PDF).
  3. Select Amend (change) your return and go through the questions until you reach Here’s the info for your amended federal return screen.
  4. Select Search and enter residential energy credit.
  5. Select Jump to residential energy credit.
  6. Go through the interview and enter the home energy details.
  7. When you reach the Here’s the info for your amended federal return screen, select Continue.
  8. On the Tell us why you’re amending your return screen, Form 1040-X: Explanation of Changes, enter to claim residential energy credit.
  9. Continue through your federal return and do the federal review.
  10. Amend state return, if applicable.
  11. Continue through the screens and follow the instructions to e-file your returns. If your state doesn't accept electronically filed returns, you will need to sign, date, and mail the amended return. The mailing address and balance due/refund amount are included on the File by Mail Instructions for your 2023 State Amended Tax Return, if applicable.

Note: Be sure to Print and Save the federal and state amended returns for your records

  1. Sign in to the TurboTax account where you prepared your 2023 return.
  2. On Tax Home, scroll down to Your tax returns & documents, and choose 2023. If you haven't already done so, we recommend that you print a copy of your original 2023 tax return for your records by selecting Download/print return (PDF).
  3. Select Amend (change) your return and go through the questions until you reach Here’s the info for your amended federal return screen.
  4. Select Search and enter residential energy credit.
  5. Select Jump to residential energy credit.
  6. Go through the interview and enter the home energy details.
  7. When you reach the Here’s the info for your amended federal return screen, select Done.
  8. On the Tell us how you paid your federal taxes on your original return, select the correct option and then Continue.
    1. If you select I haven’t paid them yet, TurboTax will prompt you for payment information when you file your amended tax return.
    2. If you select I paid by credit card, direct debit, or by check, the IRS will refund you the difference after processing your amended return.
    3. If you select I scheduled my payment for a later date, TurboTax removes the previous payment information.
  9. On the screen Did your payment to the IRS already go through? screen, select Yes if the transaction has been completed or No if the payment hasn't been made.
    1. If you select Yes and overpaid, the IRS will refund you the difference after processing your amended return.
    2. If you select No, the screen We recommend you cancel your tax payment will provide information on how to contact the IRS to cancel the payment.
  10. On the Tell us why you’re amending your return screen, Form 1040-X: Explanation of Changes, enter to claim residential energy credit.
  11. Continue through your federal return and do the federal review.
  12. Amend state return, if applicable.
  13. Continue through the screens and follow the instructions to e-file your returns. If your state doesn't accept electronically filed returns, you will need to sign, date, and mail the amended return. The mailing address and balance due/refund amount are included on the File by Mail Instructions for your 2023 State Amended Tax Return, if applicable.

Note: Be sure to Print and Save the federal and state amended returns for your records

  1. Launch TurboTax and open your 2023 return.
  2. Before you make any changes, select File and Save As... then add Amended 2023 return to the file name to preserve your original return.
  3. Select Online and Check for Updates. Allow the program to update, if any are available.
  4. Select the Federal Taxes tab, (Personal tab if you’re using Home & Business), and then select Other Tax Situations. Scroll down to Other Tax Forms select Start next to Amend a Return.
  5. Continue through the screens until you reach What do you need to change on your return? screen.
  6. Select Search and enter residential energy credit.
  7. Select Jump to residential energy credit.
  8. Go through the interview and enter the home energy details.
  9. When you reach the What do you need to change on your return? screen, select Forms from the blue section at the upper right of the screen.
  10. From the Forms in My Return screen, scroll down to the Form 1040-X and select the form. The form will appear on the right-side of the screen.
  11. If you filed with a balance due, verify the balance due from the original return by scrolling down to the 2023 Return Payments Smart Worksheet.
    1. If payment has already been made, the amount should match the payment
    2. If payment was scheduled for a later date and has not been made, remove the payment information and contact the IRS to have the payment canceled. You will need to call the IRS at 888-353-4537 and request the payment be canceled. 
  12. Go back to Step-by-Step in the blue ribbon on the right hand side of the screen and select the Federal Review tab.
  13. Run the Federal Review and continue through the screens until you reach Let’s Check These Entries screen.
  14. On the Check This Entry Form 1040-X: Explanation of Changes screen, enter “TO CLAIM RESIDENTIAL ENERGY CREDIT” as the reason for amending.
  15. When finished with the corrections, go to your state return to determine if the state has a residential energy credit by going through the interview.
  16. On the E-file Your Federal Return for FREE screen, follow the instructions to e-file your amended federal, and if applicable, state return.
  17. If you cannot e-file the state return, you need to sign, date and mail the amended return. The mailing address and balance due/refund amount are included on the File by Mail Instructions for your 2023 State Amended Tax Return.

Note: Be sure to Print and Save the federal and state amended returns for your records

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