Form 5695

[Cheral]

Where do I find the place on my 1040 SR to add info for 5695?

[PattiF]

Use Form 5695 to figure and take your residential energy credits. 

• Login to your account.
• Select Federal from the left menu.
• Go to Deductions and Credits.
• Scroll down to Your Home and click shown more.
• Click start next to Home Energy Credits

[Bettygrady1]

Where do I put credit for energy efficient air conditioner

[DianeW777]

Have the cost ready for your HVAC or air conditioner and enter them using the steps provided by our awesome Tax Expert @PattiF, printed here for your convenience.  The company who installed it will know if it's a qualifying energy saving unit for tax purposes.

1. Sign into your TurboTax account.
2. Select Federal from the left menu.
3. Go to Deductions and Credits.
4. Scroll down to Your Home and click shown more.
5. Click start next to Home Energy Credits
6. Continue to Qualified central air conditioners

Use the screen images below to enter your costs 

@Bettygrady1

[Bobbie21]

 How do I upload certification for my qualified HVAC into Turbo Tax?

[Bobbie21]

 How do I upload certification for my qualified HVAC ? Do I have to fill out the form 5695 or does turbo Tax do that?

[DoninGA]

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@Bobbie21 wrote:

 How do I upload certification for my qualified HVAC into Turbo Tax?

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You do not.  There is no requirement to upload the certification for an HVAC.

[FredZsa19980]

Hi -- Last year I was able to take a $300 credit against a $10,000+ installation of mini-split air and heat units.  I know there is a $500 limit on the credit total and I should be able to take another $200 credit against another $10,000 cost I incurred in 2022, but when I enter the info, Turbo Tax tells me that my home energy credit for 2022 is zero ... Why?

[AmyC]

Please take a look at your Form 5695 to see which line is stopping the credit. Lines 14  and 29 limit the credit based on tax liability. Line 12 has any carryover.

Here are  Instructions for Form 5695.

Use Form 5695 to figure and take your residential energy credits. The residential energy credits are:

• The nonbusiness energy property credit, and
• The residential energy efficient property credit.
• Changes for 2023 to $1200 annually instead of $500 lifetime, see FAQ Energy 
• Energy Incentives for Individuals: Residential Property | Q & A

To see your forms:

• In desktop, switch to Forms Mode. 
• For online, see How do I preview my TurboTax Online return before filing?