Past due tax and amended 2023 return for Energy Efficient Home Improvement Credit

You're definitely still within the window to file an amended return for 2023 taxes. You generally have 3 years from the original filing date or 2 years from when you paid the tax (whichever is later) to claim a refund through an amendment. For the Energy Efficient Home Improvement Credit, you'll need to file Form 1040-X along with a corrected Form 5695 that properly completes both Section A and Section B. Make sure you have documentation from the manufacturer confirming the furnace meets the required efficiency standards and your receipt showing the purchase date and amount. The good news is that there shouldn't be any penalties for amending to claim a credit you were entitled to but missed. You might actually receive interest on your refund if it's been more than 45 days since you filed the original return.

After I missed some deductions from my solar panel installation, I was in the same boat. I tried calling the IRS for help but kept getting stuck in automated hell for HOURS. Then I found this service called taxr.ai (https://taxr.ai) that analyzed my tax docs and confirmed I needed to file an amended return for my energy credits. It was super helpful because I uploaded my H&R Block PDF and my furnace documentation, and it showed exactly where the credits should have been applied on Form 5695. Saved me from making more mistakes trying to fix the first one, ya know? Might be worth checking out for your energy credit situation.

I was skeptical about using taxr.ai at first (from comment above), but I gave it a shot for my missed energy credits from my heat pump installation. Uploaded my return and heat pump documentation and wow - it flagged exactly where my CPA had put the credit in the wrong section of Form 5695. The system showed me side-by-side what was filed vs what should have been filed and calculated the exact credit amount I was missing. I was able to take that information to file my 1040-X with confidence. Just got confirmation my amended return was accepted! Definitely worth it if you're dealing with energy credits.

I had a similar issue with missed credits last year and spent WEEKS trying to get through to the IRS to confirm I was amending correctly. Busy signals and disconnects every time. I finally used this service called Claimyr (https://claimyr.com) and they got me connected to an IRS agent in like 20 minutes. You can see how it works here: https://youtu.be/_kiP6q8DX5c I was able to verify exactly how to file my amended return for the energy credits and what documentation I needed to keep. The agent even gave me tips about how to note the reason for amendment to speed up processing. Saved me so much frustration!

So I owe an apology to the Claimyr folks mentioned above. After posting my skeptical comment, I was still desperate to talk to someone at the IRS about my missed solar credits, so I tried it. Not gonna lie, I was shocked when they got me through to an actual IRS agent in about 15 minutes. The agent confirmed I was still well within my rights to amend my 2023 return for the energy credits and walked me through exactly how to fill out both sections of Form 5695 correctly. Even told me which supporting documentation to keep handy. Just submitted my amendment and feel so much better knowing I did it right this time.

One thing to watch out for with amending for energy credits - make sure your furnace actually meets the specific efficiency requirements for the tax year you're claiming. The standards changed a bit between 2022 and 2023, and they're different again for 2024. For 2023, I think the furnace needed to meet the consortium for energy efficiency highest tier. Did your installer specifically confirm it qualified for the tax credit when they sold it to you?

I amended my 2022 return for solar panels about 8 months ago and still haven't received my refund. Just a warning that amended returns are taking FOREVER right now. Check the "Where's My Amended Return" tool on the IRS website for status updates.

Just went through something similar with my heat pump installation last year. H&R Block seems to have issues with energy credits - they missed mine too! Here's what worked for me: I filed Form 1040-X electronically (much faster than paper) and made sure to attach a corrected Form 5695 with both sections properly completed. Since you have the manufacturer's certificate showing CEE highest tier qualification, you're in great shape documentation-wise. One tip - when you file the amendment, consider calling the IRS practitioner hotline if you have any questions about the form. Regular taxpayer lines are swamped, but the practitioner line (if you can access it through a tax pro) moves much faster. Also, double-check that your furnace purchase date falls within 2023 and that you haven't already claimed any other energy credits that might affect the total allowable amount. The good news is there's no penalty for amending to claim a credit you were entitled to - you might even get interest on the refund!

I'm dealing with a similar situation where my tax preparer missed energy credits on my 2023 return. Reading through everyone's experiences here has been really helpful - it sounds like amending for missed energy credits is pretty straightforward and there shouldn't be penalties for claiming something you were entitled to. A few questions for those who've been through this process: When you filed your Form 1040-X, did you need to include copies of your original return or just the corrected forms? Also, has anyone had issues with the IRS questioning the manufacturer certifications during processing, or do they typically just accept them if the documentation is clear? I'm planning to file electronically like some of you mentioned, but I want to make sure I include everything needed to avoid delays. Thanks for sharing your experiences - it's given me confidence to move forward with the amendment!