Question

2024 Form 5695

Forum|Forum|1 year ago
February 12, 2025
1 reply
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Has Form 5695 been finalized? If so, line 6a is NOT adding lines 1 through 5b.

Form 5695 has been finalized and is ready to file.

Creating a test return shows that line 6a is being calculated correctly for the test return.

If it is not calculating correctly on your return, you can provide a diagnostic copy of your tax return for further examination to determine if there is an issue with the form. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.

If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.

Use these steps if you are using TurboTax Online:

Sign in to your account and be sure you are in your tax return.
Select Tax Tools in the menu to the left.
Select Tools.
Select Share my file with agent.
A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
Post the token number here.

If you are using a CD/downloaded version of TurboTax, use these steps:

Select Online at the top of the screen.
Select Send Tax File to Agent.
Click OK.
Post the token number here.

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M

Manber34Author

Thank you for the quick reply. It’s working now.i just needed to update the software. When I initially installed and opened TurboTax, it didn’t automatically update it like it usually does. Thanks again.