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Level 2
posted Mar 16, 2024 1:29:40 PM

When I review my return, form 5695 Part II is not filled in, I've gone through the credit several times and answered all the questions. Is this a problem?

All Part II section A & B Yes/No questions are unanswered, and home address is missing. How can I fill this form?

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1 Best answer
Expert Alumni
Mar 16, 2024 1:42:05 PM

This is only a problem if you are trying to claim a credit for insulation materials, exterior doors, or windows or skylights.  

 

If you are claiming energy credits for other types of improvements, then Form 5695 part II does not need to be filled in.  

 

If you do need to claim a credit contained in Form 5695 part II, then be sure to answer 'yes' to the question 'Did you have any qualified energy efficiency improvements in 2023?"  This is where that section will be completed.

2 Replies
Expert Alumni
Mar 16, 2024 1:42:05 PM

This is only a problem if you are trying to claim a credit for insulation materials, exterior doors, or windows or skylights.  

 

If you are claiming energy credits for other types of improvements, then Form 5695 part II does not need to be filled in.  

 

If you do need to claim a credit contained in Form 5695 part II, then be sure to answer 'yes' to the question 'Did you have any qualified energy efficiency improvements in 2023?"  This is where that section will be completed.

Level 2
Mar 18, 2024 6:17:27 PM

Thank you AnnetteB6! I was just expecting the "No" boxes to be checked on the form I guess.