Article: 50015

Add Form 5695

To add Form 5695:

1. Click Federal Taxes > Review > I’d like to see the forms I’ve filled out or search a form.
2. In the search bar, enter Form 5695.
3. Click Add form beside Form 5695 – Residential Energy Credits.
4. Once you have added the form, fill it out according to your situation, then click Save at the bottom of the screen.

For further details about the form or for more information on the incentives for energy efficiency, see:

• About Form 5695
• ENERGY STAR: Federal Tax Credits

Section A – Qualified Energy Efficient Improvements

If your improvements were for

• Cost of insulation or air sealing material or system
• Cost of the most expensive exterior door bought
• Cost of all other qualifying exterior doors
• Cost of exterior windows and skylights

Fill out the information in “Section A – Qualified Energy Efficient Improvements” only. Do not enter anything below the line Section B – Residential Energy Property Expenditures“.

If you only made Section A – Qualified Energy Efficient Improvements, the entire lower section of the page needs to be left blank.

Section B – Residential Energy Property Expenditures

If your improvements were for

• Cost of central air conditioners
• Cost of natural gas, propane, or oil water heaters
• Cost of natural gas, propane, or oil furnace or hot water boilers
• Cost of improvements to or replacement of panel boards, sub-panel boards, branch circuits, or feeders
• Any of the additional improvement listed at the bottom of the page

Fill out the information in Section B – Residential Energy Property Expenditures only. Do not enter anything above the line Section B – Residential Energy Property Expenditures.

If you have only made Section B – Residential Energy Property Expenditures, the entire upper section of the page needs to be left blank.

Errors

You will see error messages when reviewing your return if you have entered data into a section that does not apply to your situation. Only make entries in the fields that apply to you in the applicable section. If you do not have data for a given improvement (in the section that applies to you), leave that entry blank (do not enter 0).

• Only complete the section(s) relevant to your improvements. Entering data in both sections when only one applies can lead to errors.
• Ensure that address fields are completed only in the section that applies to your situation.
• Do not enter “0” in fields that do not apply to you. Leave them blank.
• Answer yes/no questions only in the applicable section.