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March 8, 2025
Question

Why am I not eligible for the Home Energy Credit for my new windows and doors?

  • March 8, 2025
  • 1 reply
  • 0 views
Turbo tax is not giving me credit, MindyB sent some suggestions, TY. I have rechecked and I answered the questions correctly. I do owe taxes and I have entered all my income / deductions. So I am not sure what to do, usually TT has a 'why am I not eligible" link but none there. Anyone have any suggestions? TY

    1 reply

    March 8, 2025

    I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

     

    TurboTax Online:

    1. Sign into your online account.
    2. Locate the Tax Tools on the left-hand side of the screen.
    3. A drop-down will appear. Select Tools
    4. On the pop-up screen, click on “Share my file with agent.”
    5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
    6. Please provide the Token Number that was generated in the response.

    TurboTax Desktop/Download Versions:

    1. Open your return.
    2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
    3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
    4. Please provide the Token Number (including the dash) that was generated in the response.

    *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)