Federal Tax Credits Available for Solar and Energy Efficiency Starting January 1, 2006

 

The Energy Policy Act of 2005 (EPAct 2005) provides new tax incentives for a number of solar & energy efficiency measures, including:

 

§        Tax credits for residential and commercial solar photovoltaic and hot water heating systems

§        Tax deductions for highly efficient commercial buildings

§        Tax credits for highly-efficient new homes

§        Tax credits for improvements to existing homes including high-efficiency air conditioners and equipment

§        Tax credits for residential fuel cell systems

§        Tax credits for fuel cell and microturbines used in a business

§        Tax credits for fuel-efficient vehicles

 

What are Tax Credits and Tax Deductions?
There is an important difference between a tax deduction and a tax credit. A tax deduction is subtracted from income before total tax liability is computed. On the other hand, a tax credit is subtracted directly from the total tax liability. This means that a deduction and a credit have very different values, with a credit being 3 or more times more advantageous to the taxpayer than a deduction. For example, a tax credit of $1,000 for someone in the 28% tax bracket is equivalent to a tax deduction of $3,571.

 

Tax Credits for Solar Photovoltaics and Water Heating Systems

Federal tax credits are available for residential and commercial solar energy systems placed in service between January 1, 2006 and December 31, 2008.

         

          Residential Tax Credits – For solar water heaters and solar electric (PV) systems, the tax credit is 30% of the equipment and installation cost, with a maximum tax credit of $2,000.

          Commercial Tax Credits – For solar water heaters, solar electric (PV) systems, and solar hybrid lighting, the tax credit is 30% of the equipment and installation cost, with no maximum limit.

 

To be eligible for the solar hot water system tax credit, the system must be certified by the Solar Rating and Certification Corporation (SRCC) and produce 50% or more of the hot water needed by the residence. There is no qualification provided for PV systems. Individuals may claim tax credits for either or both types of solar systems.

 

Energy Efficient New Homes
This provision offers homebuilders a tax credit of $2,000 for homes that reduce energy use for heating and cooling only (not hot water) by 50% compared to the national model code — the 2004 IECC Supplement (assuming an SEER-13 air conditioner). Producers of manufactured homes can also choose to qualify for a tax credit of $1,000 for homes that save 30%. This $1,000 credit for reaching 30% savings is not available for site built homes, which must reach the 50% savings tier to qualify for the $2,000 credit.

 

Eligible homes must demonstrate savings using software that has been approved by DOE and builders must demonstrate compliance by the use of third-party inspectors certified according to DOE rules. While no interim rules have yet been promulgated to meet these requirements, similar standards exist in Florida and elsewhere under the auspices of Florida's Building Energy Rating System and under the national standards of the national Residential Energy Services Network (RESNET). Additionally, the Florida Solar Energy Center has released a free 60-day trial version of software that makes the calculations that are expected to be used for tax credit qualification. To download this free 60-day trial software, visit http://energygauge.com/USARes/trial.htm. The incentives apply to homes placed in service during 2006-2007, although extenders increasing the eligibility through 2009 are a possibility.

 

Energy Efficiency Improvements for Existing Homes
These provisions offer cost-based incentives of 10% of the amount expended by the taxpayer for "Qualified Energy Efficiency Improvements," up to $300 for "Qualified Energy Property." The maximum credit limit per home is $500 for 2006-2007.

 

"Qualified Energy Efficiency Improvements" are specifically defined as:

  • Any insulation material or system specifically designed to reduce heat loss or gain
  • Exterior windows (including skylights)
  • Exterior doors
  • Any metal roof having pigmented coatings specifically designed to reduce heat gain which meet Energy Star program requirements.

 

"Qualified Energy Property" is defined as:

  • Electric heat pump water heater with EF of 2.0 or greater
  • Electric air source heat pumps with HSPF of 9.0 or greater
  • Geothermal heat pumps:
    • Closed loop products with EER of 16.2 and COP of 3.3 or greater
    • Open loop products with EER of 14.1 and COP of 3.3 or greater
    • Direct expansion (DX) products with EER of 15 and COP of 3.5 or greater
  • Central air conditioner that receives the highest efficiency tier established by the Consortium of Energy Efficiency as of January 1, 2006
  • Natural gas, propane or oil water heater with EF or 0.80 or greater
  • Natural gas, propane or oil furnace or hot water boiler with AFUE of 95% or greater
  • Advanced main air circulating fan used in natural gas, propane or oil furnace that uses no more than 2% of the total annual energy use of the furnace.

 

Credit limitations on qualified energy property are as follows:

  • $50 for any advanced main air circulating fan
  • $150 for any qualified natural gas, propane, or oil furnace or hot water boiler
  • $300 for any item of qualified energy property.

 

The incentives apply to improvements and equipment placed in service during 2006-2007.

 

Fuel-Efficient Passenger and Commercial Vehicles

Tax credits are available for a range of vehicles, mainly those with hybrid-electric or diesel engines. Tax credit amounts are based on a complex formula and will be available for vehicles placed in service after January 1, 2006. The credits are available for both passenger and commercial vehicles and will be phased out over time for each auto manufacturer after they sell 60,000 qualifying vehicles. The vehicle tax credits will end for vehicles placed in service after December 31, 2010.

 

Source: This fact sheet adapted from the Florida Solar Energy Center’s web page:

www.fsec.ucf.edu/epact-05.htm and the Tax Incentives Assistance Project.

 

For more information

Kentucky Office of Energy Policy - (502)564-7192. See KOEP’s web page on the 2005 Energy Policy Act: www.energy.ky.gov/2005federalenergybill.htm

 

Kentucky Solar Partnership – (502)227-4562 or (888)576-6527, www.kysolar.org

 

Tax Incentives Assistance Project – www.energytaxincentives.org