$Missed Deductions

Can I claim energy credits for a rental property I own?

Tax Creditsintermediate3 answers · 5 min readUpdated February 28, 2026

Quick Answer

You cannot claim the residential energy efficient home improvement credit (Form 5695) for rental properties. However, energy improvements to rental properties qualify as business expenses that you can deduct on Schedule E, and some improvements may qualify for bonus depreciation up to 100% of the cost in 2026.

Best Answer

RK

Robert Kim, Tax Return Analyst

Property owners who want to understand tax benefits for energy improvements to rental units

Top Answer

Can rental property owners claim energy credits?


No, you cannot claim the residential energy efficient home improvement credit (Form 5695) for rental properties. According to IRS Publication 17, these credits only apply to energy improvements made to your main home where you live.


However, energy improvements to rental properties often provide better tax benefits through business expense deductions than the residential credit would have provided.


Better alternative: Business expense deduction


Energy improvements to rental properties qualify as business expenses on Schedule E (Supplemental Income and Loss). You can deduct 100% of qualifying improvement costs, not just 30% like the residential credit.


Example: $10,000 heat pump installation


If this were your main home: 30% credit = $2,000 tax savings (but limited to $2,000 maximum)

For your rental property: 100% business deduction = $2,400-$3,700 tax savings (depending on your tax bracket)


The rental property deduction often saves more money, especially for higher-income taxpayers in the 24%, 32%, or 37% tax brackets.


How to claim energy improvements on rentals


You have two main options for claiming energy improvements on rental properties:


Option 1: Immediate expense deduction

For improvements under $2,500 per unit, you can often deduct the full cost in the year incurred as a repair and maintenance expense.


Option 2: Depreciation with bonus depreciation

For larger improvements, treat them as depreciable property improvements. Under 2026 tax law, you may qualify for:

  • 100% bonus depreciation: Deduct the full cost in year one
  • Section 179 deduction: Up to $1,200,000 for qualifying property
  • Regular depreciation: Spread deduction over 27.5 years

  • Qualifying energy improvements for rental properties



    Record-keeping requirements


    Keep detailed records of all energy improvements:

  • Original receipts and invoices
  • Before/after photos
  • Energy efficiency ratings or certifications
  • Installation documentation
  • Proof the improvement was made to rental property

  • Special considerations for mixed-use properties


    If you live in part of a multi-unit property and rent out other units, you can potentially claim both benefits:

  • Residential energy credit for improvements to your personal unit (Form 5695)
  • Business deductions for improvements to rental units (Schedule E)

  • Allocate costs based on the percentage of the building used for each purpose.


    What rental property owners should do


    First, consult with a tax professional to determine the best deduction method for your situation. Document all energy improvements with receipts and photos. Consider timing large improvements to maximize bonus depreciation benefits while they're still available.


    Remember that business deductions reduce your taxable income dollar-for-dollar, while credits only reduce your tax liability. For most rental property owners, the business deduction provides greater tax savings than the residential credit would have.


    Key takeaway: While rental properties don't qualify for residential energy credits, business expense deductions often provide greater tax savings — up to 37% of improvement costs versus the 30% residential credit maximum of $3,200.

    *Sources: [IRS Publication 17](https://www.irs.gov/pub/irs-pdf/p17.pdf), [IRS Publication 527](https://www.irs.gov/pub/irs-pdf/p527.pdf), [IRS Form 5695 Instructions](https://www.irs.gov/pub/irs-pdf/i5695.pdf)*

    Key Takeaway: Rental properties don't qualify for residential energy credits, but business expense deductions often provide greater tax savings — up to 37% of costs versus the 30% residential credit.

    Tax Benefits: Residential Energy Credit vs. Rental Property Business Deduction

    Benefit TypeMaximum Tax SavingsImprovement Cost LimitForm Used
    Residential energy credit30% of cost, max $3,200/yearVarious per categoryForm 5695
    Rental business deduction (24% bracket)24% of full costNo federal limitSchedule E
    Rental business deduction (32% bracket)32% of full costNo federal limitSchedule E
    Rental business deduction (37% bracket)37% of full costNo federal limitSchedule E
    Bonus depreciation (if eligible)Up to 100% deduction in year 1Varies by property typeSchedule E + Form 4562

    More Perspectives

    DF

    Diana Flores, Tax Credits & Amendments Specialist

    Owners of 1-2 rental properties who want to understand the practical differences between credits and business deductions

    Why the business deduction is often better for landlords


    As a small landlord, you're probably disappointed you can't claim the energy credit — but the business deduction alternative is usually more valuable.


    Real-world comparison


    Let's say you install a $6,000 heat pump in your rental property:


    If residential credit applied: $2,000 credit (limited by $2,000 heat pump maximum)

    Business deduction (24% bracket): $6,000 × 24% = $1,440 tax savings

    Business deduction (32% bracket): $6,000 × 32% = $1,920 tax savings

    Business deduction (37% bracket): $6,000 × 37% = $2,220 tax savings


    For taxpayers in higher brackets, the business deduction saves more money than the credit would have.


    Practical tips for small landlords


    Keep it simple: For improvements under $2,500, treat them as repair expenses and deduct immediately on Schedule E.


    Plan timing: If you're planning multiple rental property improvements, consider spreading them across tax years to stay within safe harbor limits.


    Document everything: The IRS scrutinizes rental property deductions more than personal credits, so keep excellent records.


    *Key takeaway: Business deductions for rental property energy improvements often exceed the value of residential credits, especially for higher-income taxpayers.*

    Key Takeaway: Business deductions for rental property energy improvements often exceed the value of residential credits, especially for higher-income taxpayers.

    DF

    Diana Flores, Tax Credits & Amendments Specialist

    Property owners who live in part of their building and rent out other units

    Special rules for mixed-use properties


    If you live in part of your property and rent out other units (like a duplex), you can potentially claim both types of tax benefits — but you must carefully allocate expenses.


    Allocation example: Duplex owner


    Say you own a duplex, live in one unit, and rent the other. You install a $8,000 new HVAC system that serves both units.


    Personal use allocation (50%): $4,000 — claim residential energy credit (up to limits)

    Rental use allocation (50%): $4,000 — deduct as business expense on Schedule E


    How to determine allocation percentages


    Use one of these methods consistently:

  • Square footage: Most common and defensible
  • Number of rooms: Acceptable if rooms are similar sizes
  • Fair market value: Complex but sometimes more accurate

  • Documentation requirements


    For mixed-use properties, you need extra documentation:

  • Floor plans showing personal vs. rental space
  • Utility bills demonstrating shared systems
  • Calculation worksheets showing your allocation method
  • Separate tracking for each portion's tax treatment

  • *Key takeaway: Mixed-use property owners can claim both residential credits and business deductions, but must carefully allocate costs between personal and rental use.*

    Key Takeaway: Mixed-use property owners can claim both residential credits and business deductions, but must carefully allocate costs between personal and rental use.

    Sources

    rental propertyenergy creditsbusiness expensesschedule e

    Reviewed by Robert Kim, Tax Return Analyst on February 28, 2026

    This content is for educational purposes only and is not a substitute for professional tax advice. Consult a qualified tax professional for advice specific to your situation.