Question

TurboTax says I can't e-file state return because my return claims a solar and wind energy credit carryover. I don't have energy credit carryover.

Forum|Forum|4 years ago
April 23, 2021
9 replies
0 views

I just completed using TT Deluxe for my Federal and New York State taxes, and when TurboTax checked my state return, it says that my return claims a solar and wind energy credit carryover, so I can't e-file my state return.

I have never claimed a solar or wind energy credit - not in 2020 or any previous year. I don't have any such energy system.

TT does not tell me where this credit carryover appears in my return, and I can't find it. Where can I find it?

And how can I correct this error?

Thank you

AmyC

The solution is to go through answering the questions with any fictitious answer and then delete the form once you get to the end. It turns out several people discovered they ended up in this situation and this was the easiest fix.

See How to Delete the AZ form 310.

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O

OrrieFAuthor

I am using TT Deluxe on my Windows 10 computer, not TT Online, so there is no comparable Tools menu. The PC version has a Tools drop-down on the Menu bar, but it does not include a tool like the one you describe.

Is there an equivalent tool in the Windows version?

By the way, when used the help form to post my original question, I had to fill in what TT version (Deluxe) I was using and my device (Windows 10 PC), but apparently that info does not appear once the question is posted.

Wouldn't it be better to show that info, so responding Experts can know the context of the question?

AmyC

Instead, you can click on FORMS mode, top right next to flags and notifications in the blue bar.

On the left side, scroll down to the undesired form.
Click on the AZ 310. It shows up on the majority of the screen.
On the bottom left of the form area, the choices are print, delete, close form.
Click delete form.

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U

Unearth

What was the resolution to this?

N

NysHeather

I'm having the same issue. Says I can't efile for nys for the solar credit. How can I fix please?

T

ThomasM125

@NysHeather

You may have a form 5695, Residential Energy Credit, or New York form IT-255 in your program from a previous year. If you think it does not apply to you, you can delete the forms as follows:

A simple way to delete forms in TurboTax online is to use the Tax Tools menu option, which is on your left menu bar when you are working in your program. Then, choose Tools and then Delete a form.

If you are working in the download TurboTax program, use the Forms Mode on your menu bar to bring up the form you want to delete, then choose the Delete Form option at the bottom of the form.

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A

AKHOZOURI

I am having the same error but don't have any of those forms to delete?

W

white7rock

For New York filers:

View > Forms > Scroll down and select IT 255 (IT 218) > Select “No” for the first question.

“IT 255 (IT 218)” is the form to Claim for Home Energy System Equipment Credit.

V

viarmynurse55

mine too and NY state will not accept mail in taxes ugggg i have spent hours trying to correct wher is it what line

val

D

dugan1979

If you have an on-line version of Turbotax, you can't see lines so you have to go to the section "Other Tax Credits" then "Non-Refundable Credits". After you get to that section, make sure those boxes are blank! I had zeros in both boxes.

C

Charles T

You are a saint—thank you sir.

J

Jordanc216

Where is this asked for???

LenaH

To access the Solar and Wind Energy Credit Carryover, please follow the steps below:

Open your return.
Click on State on the left-hand side.
Continue through the return.
On the page, Take a look at New York credits and taxes, scroll down to Unused Solar Energy Credit Carryover from Prior Years.
Delete the unused credit on the page Credit Carryover Earned in Prior Years and delete any zeros in the boxes.

@Jordanc216

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shuzensoxon

These solutions all start with "Open your return..."

BUT ... what if you decided (as I did) to simply go ahead and print the NY State return as a PDF? TurboTax insisted that I could not e-file because of this "solar energy credit" and I couldn't find it anywhere in the forms, so I figured it was OK just to print it and mail it in. Evidently, after this step, I cannot "open my return" again.

But, according to page two of the PDF, NY state does not allow me to mail a paper return; they don't tell me that until it's already too late to go back and correct the return in TurboTax. So now I cannot send my paper return to NY State, AND I cannot correct my return in TurboTax (they claim that I have already "filed"). Is there any solution? Do I just start over? Can I just start over?

D

dknorz

I was able to correct the problem by going to forms (top left flag )> New York forms > Tax/Credit Wks > scrolled to line 26 and deleted the number that was entered in the Solar and Wind Energy Credit carryover. My form had the number 0. on the line. I deleted it and the E filing error was corrected.

nice fix.

DawnC

To remove the solar and wind energy credit and carryover from your NY return in TurboTax Online, please follow the steps below:

Open your return.
Click on State on the left-hand side.
Click Edit next to New York.
On the page, Take a look at New York credits and taxes and scroll down to Unused Solar Energy Credit Carryover.
Delete any zeros that have been populated on the screen.
Click on Tax Tools on the left-hand side.
Click on Tools.
Click on Delete a Form.
Delete Form IT-255 and the IT-255 credit worksheet.

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R

rj12s

New York State: go to Nonrefundable Credits. Make sure there is no entry or zero in the blank to the right of "Solar and Wind Energy Credit Carryover." I had entered a zero and this is what resulted in the message "Unable to e-file...."

Z

zumoney515

What if I actually do need the form, I installed solar in NYS, saw the $5000 credit but when I want to e-file it, it kept on saying can't do it because return claim solar energy carry over. I don't have carry over from previous year, it's a newly installed solar.

DawnC

To remove the solar and wind energy carryover from your NY return in TurboTax Online, please follow the steps below:

Open your return.
Click on State on the left-hand side.
Click Edit next to New York.
On the page, Take a look at New York credits and taxes and scroll down to Unused Solar Energy Credit Carryover.
Delete any zeros that have been populated on the screen.
Go through the line above (Installed Solar Equipment in 2022) that to take your credit for the solar installation done in 2022. @zumoney515

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K

katieb7

My solar wind credit is blank - no 0. - it even says no tax credit but I still cannot efile state. I do not have the forms in my list to delete. How do I move forward from here? Thank you