Form 5695, Residential Energy Credits Instructions
This form contains 102 fields organized into 31 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Battery Storage Technology (Line 5a-5b) | ||
| Yes (battery storage capacity at least 3 kWh) | Checkbox |
Check this box if the qualified battery storage technology you installed has a capacity of at least 3 kilowatt-hours.
|
| No (battery storage capacity less than 3 kWh) | Checkbox |
Check this box if the qualified battery storage technology you installed has a capacity of less than 3 kilowatt-hours (you cannot claim the battery storage credit if you select No).
|
| Qualified battery storage technology costs | Number |
Enter the total qualified costs you paid for battery storage technology (only if the battery capacity is at least 3 kilowatt hours). Fill only if 'Yes (battery storage capacity at least 3 kWh)' is 'Yes'.
Depends on:
Yes (battery storage capacity at least 3 kWh)
|
| Central Air Conditioners (22a-22b) | ||
| Central air conditioners cost (Line 22a) | Number |
Enter the total amount you paid for qualified central air conditioners (including eligible labor costs). Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Credit calculation amount for central air conditioners (Line 22b) | Number |
Enter the calculated amount from line 22a multiplied by 30% (0.30), limited to the maximum allowed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Clean Energy Credit Calculation (Line 6a-6b) | ||
| Line 6a Total Qualified Clean Energy Costs | Number |
Enter the total of qualified costs from lines 1 through 5b.
|
| Line 6b Clean Energy Credit Amount (30% of Line 6a) | Number |
Enter the amount equal to 30% of the total on line 6a.
|
| Clean Energy Property Costs (Lines 1-4) | ||
| Qualified solar electric property costs | Number |
Enter the total amount you paid for qualified solar electric property installed at the home listed above.
|
| Qualified solar water heating property costs | Number |
Enter the total amount you paid for qualified solar water heating property installed at the home listed above.
|
| Qualified small wind energy property costs | Number |
Enter the total amount you paid for qualified small wind energy property installed at the home listed above.
|
| Qualified geothermal heat pump property costs | Number |
Enter the total amount you paid for qualified geothermal heat pump property installed at the home listed above.
|
| Credit Carryforward, Limitation, and Final Credit (Lines 12-16) | ||
| Credit carryforward from 2022 | Number |
Enter the residential clean energy credit carryforward amount from your 2022 Form 5695, line 16 (if any).
|
| Total credit before limitation (lines 6b, 11, and 12) | Number |
Enter the total of lines 6b, 11, and 12.
|
| Credit limitation based on tax liability | Number |
Enter the credit limitation amount from the Residential Clean Energy Credit Limit Worksheet.
|
| Residential clean energy credit allowed | Number |
Enter the smaller of line 13 or line 14 as your allowed residential clean energy credit.
|
| Credit carryforward to 2024 | Number |
Enter the amount of credit to carry forward to 2024 (line 13 minus line 15, if line 15 is less than line 13).
|
| Credit Subtotal and $1,200 Cap (27-28) | ||
| Line 27 Credit Subtotal | Number |
Enter the subtotal credit amount by adding lines 18b, 19e, 20b, 22b, 23b, 24b, 25b, and 26c. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Line 28 Credit Limited to $1,200 | Number |
Enter the smaller of the amount on line 27 or $1,200. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Final Credit Calculation (30-32) | ||
| Line 30 Total credit before limitation | Number |
Enter the total of lines 28 and 29e. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Line 31 Tax liability limitation amount | Number |
Enter the limitation amount from the Energy Efficient Home Improvement Credit Limit Worksheet based on your tax liability. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Line 32 Energy efficient home improvement credit | Number |
Enter the smaller of line 30 or line 31 as your final energy efficient home improvement credit. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Fuel Cell Credit Calculation (Lines 8-11) | ||
| Qualified fuel cell property costs | Number |
Enter the total amount you paid for qualified fuel cell property installed for your main home. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Fuel cell costs multiplied by 30% | Number |
Enter the amount from line 8 multiplied by 30%. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Fuel cell kilowatt capacity (whole kilowatts) | Number |
Enter the whole-number kilowatt capacity of the fuel cell property from line 8. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Fuel cell kilowatt capacity (decimal part) | Number |
Enter the decimal portion of the kilowatt capacity of the fuel cell property from line 8. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Fuel cell capacity limit amount | Number |
Enter the kilowatt capacity amount (capacity multiplied by $1,000) used to limit the fuel cell credit. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Smaller of 30% cost or capacity limit | Number |
Enter the smaller of the amount on line 9 or the amount on line 10. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Fuel Cell Property Eligibility (Line 7a) | ||
| Yes | Checkbox |
Check this box if the qualified fuel cell property was installed on, or in connection with, your main home located in the United States.
|
| No | Checkbox |
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.
|
| Heat Pumps and Biomass Stoves/Boilers (29a-29e) | ||
| Cost of heat pumps | Number |
Enter the total amount you paid for qualified electric or natural gas heat pumps. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Cost of heat pump water heaters | Number |
Enter the total amount you paid for qualified electric or natural gas heat pump water heaters. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Cost of biomass stoves/boilers | Number |
Enter the total amount you paid for qualified biomass stoves and biomass boilers. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Total heat pump and biomass costs | Number |
Enter the total of the costs from the heat pumps, heat pump water heaters, and biomass stoves/boilers lines. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Credit for heat pumps and biomass (30%) | Number |
Enter 30% of the total heat pump and biomass costs, limited to a maximum of $2,000. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home Energy Audit (26a-26c) | ||
| 26a Yes | Checkbox |
Check this box if you incurred costs for a qualifying home energy audit of your main U.S. home that included an inspection and a written report prepared by a certified home energy auditor.
|
| 26a No | Checkbox |
Check this box if you did not incur costs for a qualifying home energy audit of your main U.S. home that included an inspection and a written report prepared by a certified home energy auditor.
|
| Home energy audit cost | Number |
Enter the total amount you paid for qualifying home energy audits for your main home. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Home energy audit credit (30% of cost) | Number |
Enter the credit amount equal to 30% of the home energy audit costs entered for this home energy audit. Fill only if '26a Yes' is 'Yes'.
Depends on:
26a Yes
|
| Home Installation Address (Clean Energy Property) | ||
| Street Address | Text |
Enter the number and street of the home where the clean energy property was installed.
|
| Unit Number | Text |
Enter the apartment, suite, or unit number for the installation address, if applicable.
|
| City or Town | Text |
Enter the city or town for the home installation address.
|
| State | Text |
Enter the state for the home installation address.
|
| ZIP Code | Text |
Enter the ZIP code for the home installation address.
|
| Line 17a Main Home Located in US (Yes/No) | ||
| Yes | Checkbox |
Check this box if the qualified energy efficiency improvements were installed in or on your main home located in the United States.
|
| No | Checkbox |
Check this box if the qualified energy efficiency improvements were not installed in or on your main home located in the United States.
|
| Line 17b Original User of Improvements (Yes/No) | ||
| Yes | Checkbox |
Check this box if you are the original user of the qualified energy efficiency improvements.
|
| No | Checkbox |
Check this box if you are not the original user of the qualified energy efficiency improvements.
|
| Line 17c Components Expected to Remain in Use 5+ Years (Yes/No) | ||
| Yes | Checkbox |
Check this box if the components are reasonably expected to remain in use for at least 5 years (line 17c).
|
| No | Checkbox |
Check this box if the components are not reasonably expected to remain in use for at least 5 years (line 17c).
|
| Line 17d Main Home Address Where Improvements Were Made | ||
| Street Address | Text |
Enter the number and street name of the main home where the qualifying improvements were made. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Unit Number | Text |
Enter the apartment, suite, or other unit number for the main home where the qualifying improvements were made, if applicable. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| City or Town | Text |
Enter the city or town of the main home where the qualifying improvements were made. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| State | Text |
Enter the state for the main home where the qualifying improvements were made. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| ZIP Code | Text |
Enter the ZIP code for the main home where the qualifying improvements were made. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Line 17e Improvements Related to Construction of Main Home (Yes/No) | ||
| Yes | Checkbox |
Check this box if any of the energy efficiency improvements were related to the construction of your main home. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| No | Checkbox |
Check this box if none of the energy efficiency improvements were related to the construction of your main home. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Line 18 Insulation/Air Sealing Cost and 30% Credit | ||
| Insulation or Air Sealing Cost | Number |
Enter the total cost you paid for qualifying insulation or air sealing material or systems installed in your main home. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Insulation/Air Sealing 30% Credit Amount | Number |
Enter 30% of the amount from line 18a (limited to $1,200). Fill only if 'Insulation or Air Sealing Cost' has a value to multiply by 30%.
Depends on:
Insulation or Air Sealing Cost
|
| Line 19 Exterior Doors Costs and Credits | ||
| Most expensive exterior door cost | Number |
Enter the cost of the most expensive qualifying exterior door you purchased. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Credit for most expensive door (30%) | Number |
Enter 30% of the amount on line 19a, limited to a maximum of $250. Fill only if 'Most expensive exterior door cost' has a value to multiply by 30%.
Depends on:
Most expensive exterior door cost
|
| Other qualifying exterior doors cost | Number |
Enter the total cost of all other qualifying exterior doors. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Credit for other doors (30%) | Number |
Enter 30% of the amount on line 19c. Fill only if 'Other qualifying exterior doors cost' has a value to multiply by 30%.
Depends on:
Other qualifying exterior doors cost
|
| Total exterior doors credit | Number |
Enter the sum of the amounts on lines 19b and 19d, limited to a maximum of $500. Fill only if 'Credit for most expensive door (30%)', 'Credit for other doors (30%)' have values to add (all).
Depends on:
Credit for most expensive door (30%), Credit for other doors (30%)
|
| Line 20 Windows/Skylights Cost and 30% Credit | ||
| Line 20a: Cost of qualifying windows and skylights | Number |
Enter the total cost of exterior windows and skylights that meet the Energy Star certification requirements. Fill only if 'Yes', 'Yes', 'Yes' is 'Yes' (all).
Depends on:
Yes, Yes, Yes
|
| Line 20b: 30% credit for windows and skylights | Number |
Enter the result of multiplying the line 20a amount by 30% (0.30), limited to the maximum allowed for this line. Fill only if 'Line 20a: Cost of qualifying windows and skylights' has a value to multiply by 30%.
Depends on:
Line 20a: Cost of qualifying windows and skylights
|
| Main Home Address for Fuel Cell Property (Line 7b) | ||
| Street Address (Number and Street) | Text |
Enter the number and street of the main home where the fuel cell property was installed. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Unit Number | Text |
Enter the apartment, suite, or unit number for the main home where the fuel cell property was installed, if applicable. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| City or Town | Text |
Enter the city or town of the main home where the fuel cell property was installed. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| State | Text |
Enter the state of the main home where the fuel cell property was installed. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| ZIP Code | Text |
Enter the ZIP code for the main home where the fuel cell property was installed. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Natural Gas/Propane/Oil Furnace or Hot Water Boilers (24a-24b) | ||
| Furnace/Boiler Cost | Number |
Enter the total cost of qualified natural gas, propane, or oil furnaces or hot water boilers. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Furnace/Boiler Credit Amount (30%) | Number |
Enter the calculated result of multiplying the furnace/boiler cost by 30%. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Natural Gas/Propane/Oil Water Heaters (23a-23b) | ||
| Cost of Natural Gas/Propane/Oil Water Heaters | Number |
Enter the total cost you paid for qualifying natural gas, propane, or oil water heaters. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| 30% Credit Amount for Water Heaters | Number |
Enter the calculated credit amount for these water heaters after multiplying the cost by 30%. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Original Placement-in-Service Year (21b) | ||
| Yes | Checkbox |
Check this box if the qualified energy property was originally placed into service by you.
|
| No | Checkbox |
Check this box if the qualified energy property was not originally placed into service by you.
|
| Panelboard/Subpanelboard/Branch Circuits/Feeders (25a-25b) | ||
| Panelboard/Subpanelboard/Branch Circuits/Feeders Cost | Number |
Enter the total cost you paid for improvements or replacement of panelboards, subpanelboards, branch circuits, or feeders. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Panelboard/Subpanelboard/Branch Circuits/Feeders Credit Amount | Number |
Enter the calculated credit amount for these improvements (30% of the amount on line 25a, not more than $600). Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Qualified Energy Property Costs in the U.S. (21a) | ||
| 21a Yes | Checkbox |
Check this box if you incurred costs for qualified energy property installed on or in connection with a home located in the United States.
|
| 21a No | Checkbox |
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.
|
| Qualified Energy Property Home Address (First) | ||
| Home address (number and street) | Text |
Enter the street address (house/building number and street name) of the home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Apartment or unit number | Text |
Enter the apartment, suite, or unit number for the home address, if applicable. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| City or town | Text |
Enter the city or town for the home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| State | Text |
Enter the state for the home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| ZIP code | Text |
Enter the ZIP code for the home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Qualified Energy Property Home Address (Fourth) | ||
| Home Address 4 - Number and Street | Text |
Enter the street address (house number and street name) for the fourth home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home Address 4 - Unit Number | Text |
Enter the apartment, suite, or unit number for the fourth home address, if applicable. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home Address 4 - City or Town | Text |
Enter the city or town for the fourth home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home Address 4 - State | Text |
Enter the state for the fourth home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home Address 4 - ZIP Code | Text |
Enter the ZIP code for the fourth home where you installed qualified energy property. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Qualified Energy Property Home Address (Second) | ||
| Street Address (Home 2) | Text |
Enter the number and street for the second home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Unit Number (Home 2) | Text |
Enter the apartment, suite, or unit number for the second home where qualified energy property was installed, if applicable. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| City or Town (Home 2) | Text |
Enter the city or town for the second home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| State (Home 2) | Text |
Enter the state for the second home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| ZIP Code (Home 2) | Text |
Enter the ZIP code for the second home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Qualified Energy Property Home Address (Third) | ||
| Home address (third) — Number and street | Text |
Enter the street number and street name for the third home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home address (third) — Unit number | Text |
Enter the apartment, suite, or unit number for the third home address, if applicable. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home address (third) — City or town | Text |
Enter the city or town for the third home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home address (third) — State | Text |
Enter the state for the third home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Home address (third) — ZIP code | Text |
Enter the ZIP code for the third home where qualified energy property was installed. Fill only if '21a Yes', 'Yes' is 'Yes' (all).
Depends on:
21a Yes, Yes
|
| Taxpayer Identification | ||
| Taxpayer Name | Text |
Enter the name(s) as shown on your tax return.
|
| Social Security Number | Text |
Enter your Social Security number as shown on your tax return.
|