IRS · United States

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Form 5695: Residential Energy Credits

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Quick answer

IRS Form 5695, Residential Energy Credits, is how homeowners claim two federal tax credits: the Residential Clean Energy Credit for solar panels, solar water heating, wind, geothermal, and battery storage (Part I), and the Energy Efficient Home Improvement Credit for things like insulation, exterior doors and windows, and heat pumps (Part II). You enter your qualifying costs, calculate the credit, and carry the result to Schedule 3 of Form 1040. With JustFill you upload the blank Form 5695 PDF, the AI detects every field, you type or dictate your costs, and you download the completed form free.

Form
Form 5695
Issued by
IRS
Country
United States
Cost to fill
Free

What is Form 5695?

IRS Form 5695 calculates the residential energy tax credits that reduce what you owe when you make qualifying clean-energy or efficiency improvements to your home. JustFill makes it fillable in your browser. Part I handles the Residential Clean Energy Credit (a percentage of the cost of solar, wind, geothermal, fuel cell, and battery systems). Part II handles the Energy Efficient Home Improvement Credit (insulation, qualifying windows and doors, heat pumps, and home energy audits, subject to annual limits). The credit flows to Schedule 3 and offsets your income tax.

Who fills out Form 5695?

  • Homeowners who installed solar panels or a solar water heater during the tax year
  • People who added wind, geothermal, fuel-cell, or battery storage systems
  • Homeowners who upgraded insulation, windows, doors, or installed a qualifying heat pump
  • Anyone claiming the federal clean-energy or energy-efficiency tax credit on their 1040

Field-by-field breakdown

What each section of Form 5695 asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.

Part I — Clean Energy Credit

Costs of solar electric, solar water heating, wind, geothermal, fuel cell, and battery storage property.

Qualified costs

The amount you paid for each qualifying system, including labor for on-site installation.

Credit calculation

Applies the statutory percentage to your costs to compute the credit amount.

Part II — Efficiency Credit

Costs of insulation, exterior doors/windows, heat pumps, and home energy audits.

Annual limits

Part II credits are capped per category and per year — the form applies the limits.

Carryforward

Any unused Clean Energy Credit can carry forward to next year; the form tracks it.

Common mistakes to avoid

  • 1Claiming costs for a property that is not your home, or for a rental you do not live in.
  • 2Including non-qualifying expenses — only specific equipment and, for some credits, installation labor qualify.
  • 3Missing the annual dollar caps on the Part II Energy Efficient Home Improvement Credit.

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Frequently asked questions

Yes. The Residential Clean Energy Credit for solar panels and solar water heating is claimed in Part I of Form 5695.
The Residential Clean Energy Credit (Part I) can generally be carried forward to future tax years if it exceeds your tax liability. Form 5695 calculates the carryforward.
You do not attach receipts, but keep them and the manufacturer certifications with your records in case the IRS asks you to substantiate the costs you claimed.
Download the current Form 5695 PDF free from irs.gov, then upload it into JustFill to enter your energy costs online without printing.

Official source: Form 5695 on IRS’s website

JustFill is an independent product and is not affiliated with, endorsed by, or sponsored by IRS or any government agency. Always verify your completed form on the official version before signing or submitting.