Form 5695 Debacle

Forum|Forum|2 years ago
February 16, 2024
2 replies
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What is the problem with Form 5695 and when will it ACTUALLY be corrected?

There is nothing on the web base interfaced that indicates any sort of ongoing issue, but my return has been rejected twice even though I've "followed all prompts" and completed reviewing indicated sections. The software seems to be stuck on two fields in the "Residential Clean Energy Credit Smart Worksheet".

After attempting to get an intelligent answer from your AI chat bot and then being given a number to a AI voice bot by the AI chat bot, I finally trolled the internet to find a number that would connect me to an actual human being.

I've spoken with 3 phone CSR's now and they have all been extremely helpful and friendly. The 3rd CSR I spoke with informed me that there is an ongoing problem that isn't expected to be corrected until 23 February. Is this accurate? I'm positive I'm not the only person with this issue so some real communication from Intuit would be appreciated. I understand no system is perfect, but when it feels like Intuit is attempting to hide this issue and play "the check is in the mail" game, it doesn't give me much faith in using TurboTax any longer.

TurboTax Deluxe Online

Best answer by CatinaT1

The 3rd CSR I spoke with informed me that there is an ongoing problem that isn't expected to be corrected until 23 February. Is this accurate?

Is this just a general update post for everything related to Form 5695?

Was the correction date of 23 Feb provided by the phone CSR correct?

Seriously, I would appreciate a response that actually addresses the questions that I asked.

Sincerely,

Paying Customer

The link I sent you may not be the the exact problem that you are experiencing with filing your tax return but the fact that Form 5695 is currently is being updated causes rejections. Because TT wants to finalize the form before it is allowed to be filed. The current estimated date for the fix is 02/24/24. Please try after that date following these steps:

1. Navigate to Deductions & Credits, and select Home Energy Credits.
2. Follow on screen prompts to answer all questions related to Home Energy Credits.

3. Do not exit this topic without answering all of the Home Energy Credit questions.
4. When you reach the Home Energy Credit Summary, click Continue.
5. Review and correct any errors that are flagged. When all errors have been corrected, retransmit your return for electronic filing.

CatinaT1

Here is the link for updates: Why was Form 5695 excluded from my return filed on or after February 7, 2024, if TurboTax stated I qualified for the Home Energy Credit?

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wmbarksAuthor

Thank you for the response, but that's not the problem I experienced. My return has been rejected twice because the information in Form 5695 was incorrect even though the review didn't catch it either time. Is this just a general update post for everything related to Form 5695? Was the correction date of 23 Feb provided by the phone CSR correct?

"Working to correct the problem" isn't an update, it's a placation. I would appreciate some actionable information so I can make an informed decision on whether to continue with TurboTax or file a different way.

CatinaT1

If this is not the problem you are experiencing, than make sure you software is updated, go through this section of the interview again, and you should be able to file successfully.

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dd7836

I have the exact same problem...so frustrating. The first time my return was rejected, I got on TT which said they fixed the errors, so I filed again. A day later, the return was rejected again. After searching the internet for the possible problem, I realized it is a problem only with TT that will not be resolved until Feb 23. Makes me nervous, since if your return is rejected too many times, you need to mail it