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Level 1
February 13, 2026
Solved

Entering Home Energy Credits

  • February 13, 2026
  • 1 reply
  • 17 views

We installed a new 4 ton unit, a 95% energy efficient furnace and a Low Global Warming Potential Heat Pump.  The installer included the cost of parts, installation, and the units in one price.  Do I need to call them and ask them to break it down by unit as it is divided up in Turbo Tax?

    Best answer by DaveF1006

    Expert Reviewed

    Yes, you should get a price breakdown because if your installer billed you $15,000 for the whole job and you put that entire amount into the "Heat Pump" section of TurboTax, the software will stop giving you a credit once you hit the $2,000 heat pump limit. However, if you have a separate line item for that 95% efficient furnace, you can unlock an additional $600 credit for that unit.

     

    If your installer won't give you a breakdown (or is slow to respond), you are allowed to make a "reasonable allocation" of the total price.

    1 reply

    DaveF1006
    DaveF1006Answer
    Level 15
    February 13, 2026

    Expert Reviewed

    Yes, you should get a price breakdown because if your installer billed you $15,000 for the whole job and you put that entire amount into the "Heat Pump" section of TurboTax, the software will stop giving you a credit once you hit the $2,000 heat pump limit. However, if you have a separate line item for that 95% efficient furnace, you can unlock an additional $600 credit for that unit.

     

    If your installer won't give you a breakdown (or is slow to respond), you are allowed to make a "reasonable allocation" of the total price.

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