Deductions & credits

Opus 17 · ‎January 17, 2023

@jamesmbryant wrote:

I found that information, and I appreciate you providing it again. However, I was still a bit confused with the search in determining whether my system replacement would fall within this ES improvement.

You need to find the system specs and compare them with the requirement.

For a system installed in 2022, the credit is 10% of the cost up to $500. (Specifically, up to $300 for A/C, up to $150 for a furnace, and up to $50 for a main circulating blower. So depending on what you bought and if you have a price split from the installer, you might qualify for up to $500.)

For a system installed in 2022, you need the 2009 energy efficiency standards, you will have to search for them. I found this page for A/C systems.

https://library.cee1.org/system/files/library/12087/CEE_ResHVAC_specification2009.pdf

The system must meet the highest tier not counting advanced tiers. That means that for a split central A/C, it must have a SEER of 15 or better. See below.

If you don't know the SEER, check the label inside or on the unit, or check the instruction manual, or call your installer.

For units installed in 2023, the credit is 30% of the cost up to $600, and the system must meet the top tier efficiency standards for the year the system was installed. That means the 2023 standards, as published on the linked web site.