Form 5695 Generator by Jotform
Homeowners who added solar panels, heat pumps, new windows, or other qualifying upgrades use Form 5695 to claim residential energy credits. Fill it out online for free with Jotform and download a completed PDF.
Your home and tax details, protected
Form 5695 includes your name, SSN, and your home's address. Jotform keeps it safe with 256-bit SSL encryption and GDPR and CCPA friendly features, and you can add encrypted forms for more security.
Fill it out on the device you have
Pull up your installer's invoice on one screen and Form 5695 on another. Jotform works on computers, tablets, and smartphones, with a layout that fits each.
Easy to complete and download
Jotform lays out both parts of Form 5695 in clear fields so you can enter each cost where it belongs. Download the finished form as a PDF when you're ready.
Converted to the original IRS form
Jotform puts your entries back into the official Form 5695 layout. The downloaded PDF matches the IRS version, ready to attach to your Form 1040.
FAQ
What is Form 5695?
Form 5695, Residential Energy Credits, is used to figure two credits: the residential clean energy credit and the energy efficient home improvement credit. You attach it to your Form 1040.
What's the difference between Part I and Part II?
Part I covers the residential clean energy credit for things like solar electric panels, solar water heaters, small wind turbines, geothermal heat pumps, fuel cells, and battery storage. Part II covers the energy efficient home improvement credit for items like exterior doors, windows, insulation, certain heat pumps and water heaters, and home energy audits.
Can I still claim these credits?
Recent law changes ended both credits for property placed in service or expenses made after December 31, 2025. You can still use Form 5695 for qualifying work done in earlier years, and unused residential clean energy credit amounts may carry forward. Check the current instructions or a tax professional for your situation.
How do I fill out Form 5695?
In Part I, enter the costs of qualifying clean energy property, including installation, then figure the credit and apply any carryforward from a prior year. You'll also confirm that the home is located in the United States.
In Part II, answer the questions about your main home and enter the costs of each type of improvement. Some items have their own annual limits and may need a product identification number, so keep your receipts and manufacturer details handy.
What records should I keep for Form 5695?
Keep receipts, invoices, and any manufacturer certifications showing that the equipment qualifies. For home improvements, note when each item was installed and whether the home was your main home.
Is Jotform's Form 5695 free to use?
Yes. You can fill out Form 5695 and download the completed PDF for free. Jotform doesn't file anything with the IRS, so you'll include the form with your return yourself.
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