Tax return rejected due to joint occupancy form 5695 e-file

Forum|Forum|1 year ago
March 17, 2025
4 replies
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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.

LeticiaF1

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

angelasturdevant2

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?

kzinsk

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.

Gordie716

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:-)

LaurajGAuthor

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!

CatinaT1

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.

Additional reject instruction here.

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Fatone

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.

Fatone

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.