david3
Level 7

If I recall from last year, PS allowed us to prepare forms like 5695 in case the IRS extended the credit. I was allowed to e-file.

This year when I looked at a client's 2018 tax return there was an error marked for F 5695, for a question to be answered before the return could be amended to claim the credit.

I remember that there was a feature in PS that showed clients who had 2018 deductions/credits that were finally extended after the 2018 tax deadline. I know I had other clients who couldn't claim the energy credit in 2018 so I ran the query but no clients showed up.

I know there are other clients who have 2018 F 5695 because I saw them when I compared their 2019 tax returns to their 2018 tax return. I didn't bother to write them down since I knew there was a feature that allows us to see what 2018 tax returns were impacted by the extender.  

Is it a different query than client analyzer that I should run to see what clients need to amend to claim any 2018 extended deductions/credits?

Thanks.

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