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Amending a 2009 Return: Joint Homeowners and Energy Credit Error
Article ID: GEN12895
If you owned your home jointly with another person or persons and you claimed the residential energy credit on your 2009 tax return, TurboTax might have incorrectly given you a credit larger than is allowed.
Owning a home jointly or as joint occupants refers to individuals who share ownership and also occupy the same home. The terms don’t refer to married couples who own a home or who file joint tax returns.
TurboTax corrected the issue for joint home owners claiming the energy tax credit on May 28.
If you did receive a credit larger than allowed, you will need to amend your 2009 tax return.
For joint owners, credit can be shared
The residential energy credit is available to homeowners who purchase and make qualified home energy improvements in 2009 and 2010. The credit is worth 30 percent of up to $5,000 worth of improvements to your main home, for a maximum credit of $1,500 over the two years combined.
Here's how to tell if you need to amend:
You answered “Yes” when the program asked, “Were you the Joint Occupant of your house in 2009?” AND,
You and the other occupant(s) shared the cost of the energy improvements (you didn't pay 100%) AND,
The total cost was more than $5,000.
The IRS limits your credit to the actual cost you paid for improvements, or your share of the total cost paid by all owner occupants, whichever is less.
Please follow these steps to begin amending
Open your TurboTax return.
Select the Federal Taxes tab (Personal tab in TurboTax Home & Business product) at the top of the screen.
Then select Other Tax Situations directly below the tabs, as shown below.
Scroll down to Other Tax Forms, then follow these instructions:
Next to Amend a Return, select Start.
Then answer a series of interview questions about your return, such as whether you e-filed or mailed your return.
When you come to a screen that says “Tell Us Why You Need To Amend Your Return”, select the first option: “I need to change or add something to the return I already filed.”
Follow the steps on the next screen for “Saving Your Original Return.”
Deciding if you need to amend your state return
Next you'll see a screen that says, “Tell Us Which Returns You Want to Amend."
In some circumstances, you will need to amend your state as well as your federal return. If this applies to you, select "."