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Deductions & credits
You can only claim the credit in the year you made the improvement. This means if you made both improvements in 2022, you would need to take the credit for both in 2022.
The energy credit for 2022 cannot be carry forward.
The maximum credit is $500 combined for the Energy Efficient Home Improvement Credit which is what both your roof and HVAC system fall under. The limit for this credit is $1,200 for 2023 if you make additional improvements next year.
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‎January 23, 2023
11:39 AM