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EPACT 2005 Tax Incentives

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The 2005 Energy Policy Act Provides a Home Owner up to $500 in Tax Credits for Qualified Existing Home Improvements

 

 

 

2005 EPACT provides a maximum of $500 cumulative Tax Credit for a Home Owner for qualifying improvements to the Shell of the home and any other Heating Ventilation and Air Conditioning (HVAC) equipment.  The Tax Credit is for the materials only and does not include the cost of preparation or labor.  The $500 maximum is over the two years of 2006 and 2007.  The Tax Credit is broken down to limits for different types of home energy improvements.  Following is a listing of the tax credits available for each home improvement item.  As with all tax credits, be sure to consult with your tax advisor.

 

Before electing to replace any components to lower your utility bills, it is advisable to get an independent third party "Energy Audit" to determine what components will have the biggest impact on lowering your utility bills and what the items relative costs might be.

 

How To Claim the Tax Credit

The Tax Payer can rely on the manufacturers' certification specifications for meeting the equipment requirements.  The Tax Payer must keep the specification documents and the receipts showing the cost of the equipment for his or her tax records.  The Home Owner will file for the EPACT 2005 Tax Credit on their IRS 1040 form.  No third party inspections of the equipment or installations is required.  As always, consult your tax advisor.

Qualified Components For Home Owner Tax Credits

Product Type

Minimum Specifications

Tax Credit

 

Windows

 

Energy Star or meet the International Energy Conservation Code (IECC) version 2000 plus Amendments

 

10% of material cost,  max $200

 

Storm Windows & Skylights

 

Storm Window plus the existing window meet IECC 2000 plus Amendments code

 

10% of material cost, max $200

 

Doors

 

Meets IECC 2000 plus Amendments code

 

10% of material cost, max $500

 

Storm Doors

 

Storm Door plus a default Wood Door combined meet IECC 2000 plus Amendments code

 

10% of material cost, max $500

 

Insulation

 

New Insulation R value plus old Insulation R value meets 2000 plus Amendments code

 

10% of material cost, max $500

 

Metal Roofing

 

Energy Star low heat gain 

 

10% of material cost, max $500

 

Central Air Conditioning

 

15 Seasonal Energy Efficiency Rating (SEER)

 

$300

 

Air Source Heat Pumps

 

15 SEER with 9.0 Heating Season Performance Factor (HSPF)

 

$300

 

Ground Source Heat Pumps (Geothermal)

 

Energy Star Qualified and must provide water heating (desuperheater)

 

$300

 

Furnace / Boiler, Natural Gas or Propane

 

95% Annual Fuel Utilization Efficiency (AFUE)

 

$150

 

Furnace Blower

 

ECM Motor (electricity use < 2% od total furnace site energy use)

 

$50

 

Electric Heat Pump Water Heater

 

2.0 Energy Factor (EF)

 

$300

 

Water Heater, Propane, Nat. Gas, or Oil

 

0.80 Energy Factor (EF)

 

$300

 

 

 

Cumulative Total Tax Credit

 

$500

 

 

Solar Water Heaters For Home Owner Tax Credits

 

EPACT 2005 provides a tax credit of 30% of the equipment and installation costs up to a maximum of $2,000 for Solar Hot Water Heating Systems.  The system must supply 50% of the home's hot water demand and be Certified by the Solar Rating & Certification Corporation (SRCC).  The system cannot be used to heat pools or hot tubs.

 

Photovoltaic Systems For Home Owner Tax Credits

 

EPACT 2005 provide a tax credit of 30% of the cost (including installation) of Photovoltaic (Solar Cells) up to a maximum of $2,000.