Data Entry

Entries for Residential Energy Credits, figured on Form 5695, are made on screen 5695 on the first Credits tab. Before claiming a credit, review the Form 5695 Instructions to ensure that the taxpayer and the specific improvements qualify for the credit. Generally, improvements must meet certain energy efficiency requirements. Special rules apply to jointly owned property, and married taxpayers with more than one home.

Two types of credits are reported on Form 5695:

• Residential Clean Energy Credit (5695 screen > Part I tab)

• Energy Efficient Home Improvement Credit (5695 screen > Part II tab)

Form 5695 and Form 5695 pg 2 will only generate in View/Print mode when a credit is calculated. These credits are non-refundable (review Wks CRED_LMT), but carry to Schedule 3 if allowed. Carryover credit amounts appear on Wks CARRY.

See the Federal Tax Credits for Consumer Energy Efficiency for details.

QMID EF Messages and Attachments

The Qualified Manufacturer Identification Number (QMID) consists of four alphanumeric characters. The first and third characters are letters (A-Z) and the second and fourth characters are digits (0 to 9). The following EF Messages generate when a QMID is not entered correctly, or if a PDF attachment is required.

EF Message 5368

EF Message 5368 generates if you enter a QMID that is in the wrong format. To clear EF Message 5368, return to screen 5695 enter a QMID that is in the correct format.

EF Message 0920

To clear EF Message 0920, follow these steps: 

1. Create a PDF which lists the following items: 

   • QMID provided by the qualified manufacturer,

   • the cost associated,

   • the Form 5695 line reference,

   • a short description for each item of specified property placed into service.

2. Complete screen PDF. The description must be Substantiate QMID.

   Important  The entry is case-sensitive.

3. In View/Print mode click Attach PDF.

4. Recalculate the return to clear the EF Message.

EF Message 0921

EF Message 0921 generates when you enter a Qualified Manufacturer Identification Number (QMID) on screen 5695 that contains letters "I" or "O." To clear EF Message 0921, follow these steps: 

1. Create a PDF which lists the following items: 

   • QMID provided by the qualified manufacturer,

   • the cost associated,

   • the Form 5695 line reference,

   • a short description for each item of specified property placed into service.

2. Return to screen 5695.

3. Enter QMID in the QMID field.

4. Complete screen PDF. The PDF description must be Substantiate QMID.

   Important  The entry is case-sensitive.

5. In View/Print mode click Attach PDF and follow the prompts to attach the PDF.

6. Recalculate the return to clear the EF Message.

EF Message 0922

EF Message 0922 generates if an entry is made on screen 5695 in any of the following lines:

• 19e

• 20b

• 22b

• 23b

• 24b

• 29b

• 29d

• 29f

To clear EF Message 0921, follow these steps: 

1. Create a PDF which lists the following items: 

   • QMID provided by the qualified manufacturer,

   • the cost associated,

   • the Form 5695 line reference,

   • a short description for each item of specified property placed into service.

2. Complete screen PDF. The PDF description must be Additional QMID Statement.

   Important  The entry is case-sensitive.

3. In View/Print mode click Attach PDF and follow the prompts to attach the PDF.

4. Recalculate the return to clear the EF Message.

Related Links

Drake Tax - PDF Attachments - Attachments for e-File