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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Credits

Enter information for Form 5695, Residential Energy Credits

Enter information on the Cr-3 screen in the Credits folder to complete Form 5695, Residential Energy Credits, including qualified improvement costs and the required unique qualified manufacturer identification number (QMID) for eligible property.
Follow these steps to enter information for Form 5695, Residential Energy Credits.
note
Beginning January 1, 2025, if you claim the energy-efficient home improvement credit for specified property placed into service in 2025, you must include the 4-character alphanumeric QMID for each item.
  1. Go to the
    Cr-3
     screen in the
    Credits
     folder.
  2. Enter the following information:
    1. Enter
      J
       in the
      Taxpayer/Spouse/Joint (T/S/J)
       field.
    2. Enter
      1
       for Yes in the
      Costs incurred to main home located in the United States
       field.
    3. Enter
      1,450
       in the
      Qualified natural gas, propane, or oil furnace or hot water boiler costs
       field.
  3. If the taxpayer owned the home jointly with someone else, or if you are processing an MFJ return using FSO (Filing Status Optimization), use the
    Joint Occupancy
     section of the
    Cr-3
     screen to enter the total amount paid by the taxpayer and all other owners.

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