Federal 2011: Residential Energy Credit - Joint Occupancy
Updated: 2/21/2013
Article ID: SLN56793
Taxpayers can own a home with someone other than their spouse and still take an energy credit on their federal tax return.
Certain customers, who had Residential Energy Credits, may have filed an incorrect tax return.
TurboTax has fixed this issue.
How to tell if you may be impacted
You may be affected if ALL of the following are true:
- You filed a 2011 federal tax return before January 26, 2012 AND
- Your filing status was not married filing jointly on your federal tax return AND
- You owned your home jointly with someone who was not your spouse AND
- You had an amount greater than $500.00 on Line 9 of Form 5695 (Residential Energy Credits)
If you are affected, you may have underpaid your federal tax. You will need to amend your federal tax return.
You can make the corrections yourself.
- To do it yourself, please follow these step-by-step instructions.
- After you make the changes to your tax return, you will need to mail a copy of your amended federal return to the Internal Revenue Service.
- Your printed return will include instructions on how and where to mail it.
- If you need assistance, call us at the phone number in the email.
Or let us do the work for you.
- Please download and print this Authorization Form.
- Complete the form and fax it to us at the number printed at the top of the form.
- A TurboTax representative will contact you (within 15 days) when your corrected return is ready to be securely emailed back to you.
- You can print, sign, and mail the corrected return to the Internal Revenue Service.
If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the Federal 2011: Residential Energy Credit.
