Amount of Tax Credit
The maximum amount for the
Energy Efficiency Tax Credit is
$1,500.
The amount of the tax credit
equals 30% of the homeowner's
cost of the product.
Example A: Product Cost =
$2,500, Tax Credit = $750
Example B: Product Cost =
$5,000, Tax Credit = $1,500
Example C: Product Cost =
$10,000, Tax Credit = $1,500
How do I file for the Energy Tax
Credit?
Install qualifying products
beginning January 1, 2009
through December 31, 2010 and
meet all other requirements
outlined in the federal tax
code.**
The IRS form for requesting the
Energy Tax Credit is IRS form
5695 (2009 version) which will
be available in late 2009 or
early 2010.
Obtaining a Manufacturer’s
Certification Statement is a
requirement by the IRS in order
to file for your Tax Credit.
This document can be downloaded
from our web site at
Other supporting documents
that should be saved (but not
required by the IRS) are a sales
contract, invoice and the window
or door product performance
labels (NFRC***/ENERGY STAR®
label). NOTE: the tax credit is
for the cost of the product
only, not installation.
Claim the tax credit associated
with your qualifying purchase on
your Federal filing for the 2009
and/or 2010 tax year. Please
note, the entire tax credit can
be for windows.
NOTE: The Manufacturer’s
Certification Statement can be
relied upon by you, the
homeowner/taxpayer, for
verification that certain
Thermal Industries, Inc. windows
and/or sliding glass doors are
eligible for the Internal
Revenue Service Tax Credits
identified in the American
Recovery and Reinvestment Act of
2009. ENERGY STAR has published
tax related interpretations of
the ARRA of 2009 for
windows/doors on their web site.
For tax purposes, homeowners are
advised to keep their purchase
receipt(s) and, remove and
retain the ENERGY STAR /
National Fenestration Rating
Council (NFRC) window/door
labeling (sample shown above
right) from all products along
with the Manufacturer’s
Certification Statement. The IRS
Notice 2006-26 suggests that the
taxpayer is not required to
attach this Manufacturers
Certification Statement, or the
labels, to their tax return.
However, you may be required by
the IRS to provide the above
documents as proof that your
Thermal Industries, Inc.
windows/doors meet the ENERGY
STAR requirements for the Tax
Credits. As in all tax matters,
taxpayers are advised to consult
their tax professional.
For more information:
Thermal
Industries, Inc. Website at
http://www.thermalindustries.com/
ENERGY STAR Website (See Tax
Credits):
www.energystar.gov/index.cfm?c=windows_doors.pr_taxcredits
American Recovery and
Reinvestment Act of 2009 (See
pgs 44-45): http://i.cdn.turner.com/cnn/2009/images/02/13/stimulus.b.pdf
Efficient Windows Collaborative
Website at http://www.efficientwindows.org/
IRS Website at http://www.irs.gov/
*Many of Thermal Industries’
window and door products with a
glass package from our Peak
PerformanceTM Family of Glass
Systems will qualify when used
for remodeling, replacement or
home improvement.
**THIS DOCUMENT IS NOT INTENDED
TO CONSTITUTE LEGAL OR TAX
ADVICE. MORE COMPREHENSIVE
INFORMATION WILL BE MADE
AVAILABLE BY THE IRS.
INDIVIDUALS SHOULD CONSULT THEIR
OWN INDEPENDENT TAX ADVISERS.
***U-factor and Solar Heat Gain
Coefficient (SHGC) ratings can
be found on the National
Fenestration Rating Council (NFRC)
label that is affixed to every
window and patio door unit
manufactured by our company.
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