Form 5695, Residential Energy Credits Instructions

Enter the total cost you paid for central air conditioners (including labor for onsite preparation, assembly, and original installation) for the qualifying home. Fill only if '21a — Yes (incurred costs for qualified energy property)', '21b — Yes (property originally placed in service by you)' are 'Yes' (all).

Enter the result of multiplying the amount from Line 22a by 30% (0.30); do not enter more than the allowed maximum for this line. Fill only if '21a — Yes (incurred costs for qualified energy property)', '21b — Yes (property originally placed in service by you)' are 'Yes' (all).

Enter the credit amount carried forward from your 2022 Form 5695, line 16.

Enter the total sum of lines 6b, 11, and 12.

Enter the limitation amount from the Residential Clean Energy Credit Limit Worksheet.

Enter the smaller of line 13 or line 14, which is your residential clean energy credit to report on Schedule 3 (Form 1040), line 5a.

Enter the credit amount to carry forward to 2024 (if line 15 is less than line 13, enter line 13 minus line 15).

Enter the cost of improvements or replacement of panelboards, subpanelboards, branch circuits, or feeders for line 25a.

Multiply the amount entered in line 25a by 30% (0.30) and enter the result here. Do not enter more than $600.

Check this box if applicable to the specific energy efficiency improvement or clean energy credit.

Check this box if applicable to the specific energy efficiency improvement or clean energy credit.

Enter the amount for the specified field, which pertains to specific energy efficiency improvements or clean energy credits.

Enter the amount for the specified field, which pertains to specific energy efficiency improvements or clean energy credits.

Enter the amount for the specified field, which pertains to specific energy efficiency improvements or clean energy credits.

Enter the smaller of the amount on line 27 or $1,200 for line 28.

Enter the amount for the specified field, which pertains to specific energy efficiency improvements or clean energy credits.

Enter the cost of electric or natural gas heat pump water heaters for line 29b.

Enter the cost of the most expensive exterior door you bought that meets the applicable Energy Star requirements. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter 30% of the amount from line 19a; do not enter more than $250. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the combined cost of all other qualifying exterior doors you purchased that meet the applicable Energy Star requirements. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter 30% of the amount from line 19c. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the sum of lines 19b and 19d; do not enter more than $500. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the street number and street name for the first home's address where you installed the qualified energy property.

Enter the apartment, unit, or suite number for that address if applicable, or leave blank if none.

Enter the city or town for the first home's address where the qualified energy property was installed.

Enter the U.S. state or territory for the first home's address.

Enter the postal ZIP code for the first home's address.

Enter the street number and street name for the fourth home address listed on line 21c.

Enter the apartment, unit, or suite number for the fourth home address, or leave blank if none.

Enter the city or town of the fourth home's mailing address.

Enter the state of the fourth home's address (use the appropriate state abbreviation or name).

Enter the ZIP code for the fourth home's mailing address.

Enter the street address of the main home where the fuel cell was installed, including house/building number and street name. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the apartment, unit, or suite number for the main home, if applicable; leave blank if none. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the city or town where the main home is located. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the U.S. state where the main home is located (use the two-letter postal abbreviation or full state name). Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the ZIP code for the main home (include leading zero or ZIP+4 with hyphen if applicable). Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the total cost you paid for the qualifying natural gas, propane, or oil furnace or hot water boiler (including any labor for onsite preparation, assembly, and installation). Fill only if '21a — Yes (incurred costs for qualified energy property)', '21b — Yes (property originally placed in service by you)' are 'Yes' (all).

Enter the result of multiplying the amount on line 24a by 30% (the allowed portion of the qualifying furnace or hot water boiler cost). Fill only if '21a — Yes (incurred costs for qualified energy property)', '21b — Yes (property originally placed in service by you)' are 'Yes' (all).

Enter the total cost you paid for insulation material or an air-sealing system specifically and primarily designed to reduce heat loss or gain for your main home that meets the IECC criteria. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter 30% of the amount on line 18a (the calculated credit for insulation/air sealing), not to exceed $1,200. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the street number and full street name of your main home where the qualifying improvements were made. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the unit, apartment, or suite number for the main home if applicable, or leave blank if none. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the city or town in which your main home is located. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the two‑letter U.S. postal abbreviation for the state where your main home is located. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the ZIP code for your main home, using the 5-digit ZIP or ZIP+4 format if applicable. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Check this box if the qualified energy efficiency improvements are installed in or on your main home located in the United States.

Check this box if the qualified energy efficiency improvements are not installed in or on your main home located in the United States.

Check this box if you are the original user of the qualified energy efficiency improvements.

Check this box if you are not the original user of the qualified energy efficiency improvements.

Check this box if the components are reasonably expected to remain in use for at least 5 years.

Check this box if the components are not reasonably expected to remain in use for at least 5 years.

Enter the amount from Schedule 3 (Form 1040), line 5b, which includes other credits you are claiming.

Enter the street number and name of the home where the property or technology was installed (for example, 123 Main St).

Enter the apartment, unit, or suite number for the property if applicable, or leave blank if there is none.

Enter the city or town where the property is located.

Enter the two-letter U.S. state abbreviation for the property's location (for example, CA or NY).

Enter the property's ZIP code, using five digits or ZIP+4 format if available.

Check this box if the qualified battery storage technology has a capacity of at least 3 kilowatt hours.

Check this box if the qualified battery storage technology does not have a capacity of at least 3 kilowatt hours (if you check this box you cannot claim a credit for qualified battery storage technology).

Enter any additional information or costs related to residential energy credits. Fill only if '5a Yes' Fill only if 5a is 'Yes'.

Enter the total cost of biomass stoves and biomass boilers that qualify for the residential energy credit.

Add the amounts from lines 29a, 29b, and 29c to get the total cost of qualified energy efficiency improvements.

Enter the total amount from line 29d, which includes the sum of costs for biomass stoves, biomass boilers, and other qualified improvements.

Check this box if the qualified fuel cell property was installed on, or in connection with, your main home located in the United States (you may then continue with lines 7b–11).

Check this box if the qualified fuel cell property was not installed on, or in connection with, your main home located in the United States (if checked you cannot claim a credit for qualified fuel cell property and must skip lines 7b–11).

Enter the total cost paid for the qualified fuel cell property installed for your main home as reported on line 8. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the result of multiplying the amount on line 8 by 30% (the value for line 9). Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the whole-number part of the property's kilowatt capacity reported for line 10. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the fractional (decimal) part of the property's kilowatt capacity reported for line 10. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the dollar amount equal to the kilowatt capacity on line 10 multiplied by $1,000. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the smaller of the amounts on line 9 or line 10 as the value for line 11. Fill only if '7a — Yes (Qualified fuel cell property)' Fill only if 7a is 'Yes'.

Enter the total qualified solar electric property costs associated with the home where the property was installed.

Enter the total qualified solar water heating property costs associated with the home where the property was installed.

Enter the total qualified small wind energy property costs associated with the home where the property was installed.

Enter the total qualified geothermal heat pump property costs associated with the home where the property was installed.

Check this box if any of the listed energy efficiency improvements were related to the construction of your main home. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Check this box if none of the listed improvements were related to the construction of your main home (i.e., all were for an existing home). Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the total amount of residential clean energy credits you are claiming for this tax year.

Enter the total amount of residential energy credits you are claiming for this tax year.

Check this box if you incurred costs for qualified energy property installed on or in connection with a home located in the United States.

Check this box if you did not incur costs for qualified energy property installed on or in connection with a home located in the United States.

Check this box if the qualified energy property was originally placed into service by you.

Check this box if the qualified energy property was not originally placed into service by you.

Enter the street number and name for the second home (e.g., 123 Main St.).

Enter the unit, apartment, or suite number for the second home, if applicable (leave blank if none).

Enter the city or town where the second home is located.

Enter the U.S. state for the second home, using the standard two-letter postal abbreviation if possible.

Enter the ZIP code for the second home.

Enter the subtotal sum of amounts from lines 1 through 5b (the total eligible property costs before applying the credit percentage).

Enter the credit amount equal to 30% of the subtotal on line 6a (multiply the value from line 6a by 0.30).

Enter the taxpayer name(s) exactly as shown on the federal tax return (Form 1040, 1040-SR, or 1040-NR) for which this credit is being claimed.

Enter the taxpayer's Social Security Number (SSN) associated with the return, using digits only and including leading zeros if any.

Enter the street address (house number and street name) for the third home where the qualified energy property was installed.

Enter the apartment, suite, unit, or other secondary address identifier for the third home, or leave blank if none.

Enter the city or town for the third home's mailing address.

Enter the U.S. state for the third home (use the standard two-letter state abbreviation if available).

Enter the ZIP code for the third home, including ZIP+4 if available.

Enter the total cost you paid for natural gas, propane, or oil water heater(s), including equipment and installation labor, for qualifying residential energy property. Fill only if '21a — Yes (incurred costs for qualified energy property)', '21b — Yes (property originally placed in service by you)' are 'Yes' (all).

Enter 30% of the amount from line 23a (the calculated credit amount for the water heater), subject to the applicable dollar limit. Fill only if '21a — Yes (incurred costs for qualified energy property)', '21b — Yes (property originally placed in service by you)' are 'Yes' (all).

Enter the total cost you paid for exterior windows and skylights that meet the Energy Star certification requirements. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).

Enter the credit amount equal to 30% of line 20a (multiply line 20a by 0.30); do not enter more than $600. Fill only if '17a — Yes (Improvements installed on main home in U.S.)', '17b — Yes (You are the original user)', '17c — Yes (Components expected to remain in use at least 5 years)' are 'Yes' (all).