How to Claim the Window Tax Credit: Step-by-Step

You've purchased qualifying windows. Now how do you actually get your tax credit? Here's the process.

Before You Buy: Documentation Prep

According to IRS requirements, you'll need:

1. Manufacturer's certification statement - Request this at purchase
2. Itemized receipts - Showing product cost and installation labor separately
3. NFRC label information - Keep labels or photograph them

The manufacturer's certification is critical. According to ENERGY STAR, obtaining it after the fact can be difficult, so request it when you buy.

Step 1: Verify Eligibility

According to the IRS, confirm:

• Windows meet ENERGY STAR Most Efficient criteria
• Installation is in your primary residence (not rental or second home)
• Home is existing (not new construction)
• Installation completed during the tax year you're claiming

Step 2: Calculate Your Credit

According to IRS Form 5695 instructions:

1. Add window costs + installation labor + sales tax
2. Multiply by 30%
3. Cap at $600 for windows

Example: $4,000 in windows × 30% = $1,200, capped at $600

Step 3: Complete IRS Form 5695

According to the IRS:

1. Complete Part II (Residential Energy Credits)
2. Enter window costs on Line 17a
3. Calculate credit amount
4. Transfer to Schedule 3 of Form 1040

Step 4: Keep Records

Store your documentation for at least 3 years:

• Manufacturer certification statement
• Itemized invoices
• NFRC labels or photos
• Form 5695 copy

Common Mistakes to Avoid

• Claiming credit for non-qualifying windows (standard ENERGY STAR)
• Missing manufacturer certification statement
• Claiming for rental properties or second homes
• Forgetting to include installation labor in calculation

The Bottom Line

The process is straightforward if you have proper documentation. Request the manufacturer's certification at purchase, keep your receipts, and file Form 5695 with your tax return.

*For complete tax credit details, see: [Window Tax Credits Guide](/guides/window-tax-credits-guide)*