Tax Credits
Stimulus Package Includes Major HVAC Tax Credit
On February 17, 2009, President Obama signed into law "H.R. 1, the American Recovery and Reinvestment Act of
2009." This act has significant impact on the residential HVAC Tax Credits identified for 2009.
New Tax Credit Efficiency Requirements. The new law changes the HVAC tax credit efficiency requirements for Split
System Air Conditioners, Split System Heat Pumps, and Packaged Heat Pumps. Refer to summary table below.
Tax Credit Efficiency Requirements
Product Minimum Requirements
Split-system Air Conditioner 16 SEER
Split-system Electric Heat Pump 15 SEER
Packaged Air Conditioner 14 SEER
Packaged Electric Heat Pump 14 SEER
Gas Furnace 95% AFUE
Advanced Main Air Circulating Fan ≤ 2% of furnace total energy usage
New Tax Credits At-a-Glance
NOTE: No guarantees are given or implied as to the eligibility of an individual to receive a tax credit under this
program or how such credit would apply. Please consult a tax professional to determine your eligibility for and
application of the credit(s).
Effective Dates: The new credits are available for qualifying products that are "placed in service" between January
1, 2008 and December 31, 2011.
Amount of Tax Credit: of the installed cost of qualifying equipment, up to a maximum of $500.00 total for
years of 2008 through 2011.
How to Claim Tax Credit: Specific information on how to claim the tax credit should be obtained directly from
the U.S. Internal Revenue Service.
Manufacturer’s Certification Statements are provided for your records and to support your Tax Credit claims for
these systems.
Have your installing contractor circle or highlight the system installed in the home.
Do all ENERGY STAR® products qualify?
No, not all. The minimum efficiencies for this new tax credit are higher than the minimum requirements to qualify for
the ENERGY STAR designation. Some ENERGY STAR equipment meets tax credit minimums; some does not.
Check the manufacturer's certification statement carefully to be sure.
Where to find the Manufacturer's Certification Statement: 95% Gas Furnace
Small Package Heat Pumps
Small Package Air Conditioners
Furnace with Advanced Main Air Circulating Fan
Split System AC Manufacturers Certificate Statement
Split System HP Manufacturers Certificate Statement
Do 3rd-party coils qualify when installed with a Heil outdoor unit? Heil does not rate its outdoor
sections with third-party indoor sections (coils) and thus is not able to certify such combinations. The third-party
manufacturer of the indoor section may elect to rate such combinations and to provide certification statements.
Sources for more information: ENERGY STAR (U.S. Environmental Protection Agency)
http://www.energystar.gov/index.cfm?c=products.pr_tax_credits#c
Note: Information presented at these sites represents the opinions of independent third-party organizations and
cannot be endorsed or verified by American Temperature Control.
On February 17, 2009, President Obama signed into law "H.R. 1, the American Recovery and Reinvestment Act of
2009." This act has significant impact on the residential HVAC Tax Credits identified for 2009.
New Tax Credit Efficiency Requirements. The new law changes the HVAC tax credit efficiency requirements for Split
System Air Conditioners, Split System Heat Pumps, and Packaged Heat Pumps. Refer to summary table below.
Tax Credit Efficiency Requirements
Product Minimum Requirements
Split-system Air Conditioner 16 SEER
Split-system Electric Heat Pump 15 SEER
Packaged Air Conditioner 14 SEER
Packaged Electric Heat Pump 14 SEER
Gas Furnace 95% AFUE
Advanced Main Air Circulating Fan ≤ 2% of furnace total energy usage
New Tax Credits At-a-Glance
NOTE: No guarantees are given or implied as to the eligibility of an individual to receive a tax credit under this
program or how such credit would apply. Please consult a tax professional to determine your eligibility for and
application of the credit(s).
Effective Dates: The new credits are available for qualifying products that are "placed in service" between January
1, 2008 and December 31, 2011.
Amount of Tax Credit: of the installed cost of qualifying equipment, up to a maximum of $500.00 total for
years of 2008 through 2011.
How to Claim Tax Credit: Specific information on how to claim the tax credit should be obtained directly from
the U.S. Internal Revenue Service.
Manufacturer’s Certification Statements are provided for your records and to support your Tax Credit claims for
these systems.
Have your installing contractor circle or highlight the system installed in the home.
Do all ENERGY STAR® products qualify?
No, not all. The minimum efficiencies for this new tax credit are higher than the minimum requirements to qualify for
the ENERGY STAR designation. Some ENERGY STAR equipment meets tax credit minimums; some does not.
Check the manufacturer's certification statement carefully to be sure.
Where to find the Manufacturer's Certification Statement: 95% Gas Furnace
Small Package Heat Pumps
Small Package Air Conditioners
Furnace with Advanced Main Air Circulating Fan
Split System AC Manufacturers Certificate Statement
Split System HP Manufacturers Certificate Statement
Do 3rd-party coils qualify when installed with a Heil outdoor unit? Heil does not rate its outdoor
sections with third-party indoor sections (coils) and thus is not able to certify such combinations. The third-party
manufacturer of the indoor section may elect to rate such combinations and to provide certification statements.
Sources for more information: ENERGY STAR (U.S. Environmental Protection Agency)
http://www.energystar.gov/index.cfm?c=products.pr_tax_credits#c
Note: Information presented at these sites represents the opinions of independent third-party organizations and
cannot be endorsed or verified by American Temperature Control.
Without hesitation I can recommend
Doug Krahl and American Temperature
Control for any HVAC requirement,
feeling comfortable in the knowledge that
the job will be completed with the
highest quality materials and in a timely,
professional manner to the complete
satisfaction of the customer.
Sincerely,
Thaddeus Dzierzbicki, President
Jen Enterprises, Inc
Cary, IL
Doug Krahl and American Temperature
Control for any HVAC requirement,
feeling comfortable in the knowledge that
the job will be completed with the
highest quality materials and in a timely,
professional manner to the complete
satisfaction of the customer.
Sincerely,
Thaddeus Dzierzbicki, President
Jen Enterprises, Inc
Cary, IL
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