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Level 2
March 15, 2026
Question

Form 5695 Line 20b - Statement Required?

  • March 15, 2026
  • 1 reply
  • 1 view

Entering costs for Energy Star certified windows on Form 5695. There are more than 4 so after listing the 4 most expensive (20a), I summed the remaining window cost in box 20b. Per the TurboTax info tip and IRS instructions:

 

TT info tip: Then enter the total cost of all other qualifying exterior windows and skylights (Line 20b). If you enter an "all other" total, you must attach a statement listing the QMID and cost for each window/skylight included in that total.

 

IRS Guidance:

https://www.irs.gov/instructions/i5695

 

"Line 20b.

 Enter the amount you paid for all other exterior windows and skylights that meet Energy Star most efficient certification requirements. If you enter an amount on line 20b, attach a statement to your return listing the QMID and cost of each item included on line 20b."

 

 

How does one create and attach this statement? Is it required? What are others doing in this instance, since from what I've read if there's not a form specifically for this, you cannot e-file. In this instance, the QMID is the same for all windows (and already entered on lines 20a).

 

Thank you

1 reply

Level 2
March 15, 2026

EDIT: Disregard the below, that doesn't work. That only updates the smart worksheet which isn't part of the e-file. In summary, I don't see a way to e-file the required statement with TT. 


I may have figured this out.

 

In the form view, highlighting 20b and hitting Edit > Add Supporting Details or clicking "+" next to the line opens a window where supporting details can be added. Is this the right way to do it?