Automate Form 5695, Residential Energy Credits using AI

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Form 5695, Residential Energy Credits

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Fill Form 5695, Residential Energy Credits in 4 simple steps

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Upload your information in any format - text, Excel, image, PDF, or Word doc. Fyllyo AI will understand it.

Select Form 5695, Residential Energy Credits

Choose from our library of common PDFs or upload your own custom form.

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Our AI automatically organizes, formats, and fills the PDF with 100% precision.

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Form Details

Official Form

Official information about Form 5695, Residential Energy Credits

Issued By

IRS

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User Guide

Everything you need to know to fill Form 5695, Residential Energy Credits with Fyllyo

Get your energy upgrade details ready

Collect what you installed (solar, battery storage, geothermal, doors/windows, insulation, HVAC, etc.), when it was installed, where (your main home address), and how much you paid—including installation labor. Keep receipts, invoices, and any manufacturer certifications. You’ll use these to complete Form 5695, Residential Energy Credits, along with your individual return.

Upload everything to Fyllyo (any format works)

Drop in PDFs, photos of receipts, contractor invoices, spreadsheets, Word docs—whatever you have. Fyllyo’s AI reads and structures your information automatically, so you don’t have to retype anything or worry about formatting.

Select “Form 5695, Residential Energy Credits”

From Fyllyo’s form library, choose Form 5695. We’ll guide you through Part I (Residential Clean Energy Credit) and Part II (Energy Efficient Home Improvement Credit) so you know exactly what goes where and who qualifies.

Let Fyllyo map your data to the right lines

Our AI recognizes eligible technologies (solar, solar water heating, small wind, geothermal heat pump, battery storage) and home improvements (insulation, windows, doors, skylights, water heaters, HVAC). It assigns costs to lines 1–5b in Part I and the correct sections in Part II, applying percentage rules and eligible labor automatically.

Review and validate in one pass

Fyllyo runs built-in checks: complete main-home address, correct cost and labor capture, fuel cell capacity limits, required worksheets for both parts, and deadlines (attach to Form 1040/1040-SR/1040-NR by the annual filing date, typically April 15). You’ll see clear flags for anything missing or unusual before you finalize.

Download your filled Form 5695

Export a clean, IRS-ready PDF of Form 5695 to attach to your individual tax return. Keep your supporting documents (receipts, invoices, manufacturer certifications) with your records—Fyllyo shows you exactly what to retain.

Save your Fyllyo profile for next year (optional)

Store your home details and installation records securely so future credits are even faster. With your data saved, you can fill Form 5695 again in seconds—no manual typing, fewer errors, more confidence.

💡 Fyllyo Tip

Our AI can read data from multiple sources - whether it's a text file, Excel spreadsheet, scanned document, or even a photo. Just upload your information in the most convenient format for you, and Fyllyo will handle the rest.

Compliance & Best Practices

Common issues when filling Form 5695, Residential Energy Credits and how Fyllyo prevents them

Missing or incomplete main-home address

If the home address for your energy upgrades isn’t complete in Part I, the IRS can’t verify eligibility, leading to processing delays or rejection. The address must be your residential property, not a commercial location.

How Fyllyo Helps

Fyllyo requires a full street address, city, state, and ZIP, and cross-checks it across your documents. We flag incomplete or non-residential entries before you download.

Wrong or unsupported costs for eligible property and labor

Entering costs that don’t match invoices—or excluding eligible installation labor—can reduce your credit or trigger notices. Overstated amounts risk penalties and audits.

How Fyllyo Helps

Fyllyo extracts amounts from receipts/invoices, separates materials and labor, and validates totals against typical ranges. Outliers are highlighted, with a document-to-line breakdown you can verify.

Fuel cell credit limit exceeded

Fuel cell property is limited to a set amount per capacity (for example, $500 per each half kilowatt). Over-claiming leads to corrections and potential delays.

How Fyllyo Helps

Enter the capacity once—Fyllyo applies the per-capacity limit automatically and prevents claims above the allowed maximum.

Worksheets skipped or miscalculated

Both the Residential Clean Energy Credit Limit Worksheet (Part I) and the Energy Efficient Home Improvement Credit Limit Worksheet (Part II) determine how much you can claim. Skipping them or miscalculating results in wrong credit amounts.

How Fyllyo Helps

Fyllyo completes both worksheets automatically from your data, applies the correct formulas, and shows the math so you can see how the final credit was computed.

Improvements not made to your main home or not as the original user

Credits often require that upgrades be installed at your main home and that you’re the original user of the components. Used equipment or secondary properties may not qualify.

How Fyllyo Helps

Fyllyo prompts you to confirm main-home status and original-use. If something doesn’t qualify, we explain why and remove it from the calculation.

Manufacturer certifications not retained

You usually shouldn’t attach manufacturer certifications to your return, but you must keep them. Missing documentation can complicate audits or future questions.

How Fyllyo Helps

Fyllyo reminds you which certifications to retain and links each claimed item to the supporting certification so your records stay audit-ready.

Utility subsidies not deducted from costs

Public-utility rebates must reduce the eligible cost before calculating credits. Forgetting this leads to overstated claims and potential IRS adjustments.

How Fyllyo Helps

Fyllyo looks for rebates on invoices and utility statements and subtracts them from costs automatically, with a clear before/after audit trail.

Joint occupancy not allocated correctly

When multiple occupants share costs, each person must claim only their share. Misallocation can cause mismatches and processing issues.

How Fyllyo Helps

Fyllyo supports split allocations by amount paid per occupant and produces a ready-to-file Form 5695 for each person, keeping claims consistent.

Credit limited by tax liability and carryover not handled

If your current-year tax liability limits the credit you can use, you may carry the unused portion forward. Missing this wastes part of your benefit.

How Fyllyo Helps

Fyllyo applies liability limits automatically and calculates any carryover amount, documenting it for next year so you don’t leave money on the table.

✨ Automated Validation

Fyllyo automatically validates all entries before generating your filled PDF, ensuring 100% accuracy and compliance with form requirements.

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