Hi Opus17,
Thank you so much for your thorough and very helpful reply. My knowledge of tax forms is clearly very limited, and I had no idea forms for 2022 were not ready yet; I will make sure to check back for form 5695 after mid January. Hunter Douglas has a very detailed pamphlet which lists exactly which shade fabric and size meet the federal tax credit criteria - the HD dealer and I have made sure to select shades from this list. On the manufacturer's certification statement HD specifically refers to the 2021 International Energy Conservation Code you mentioned; I am very impressed with your extensive tax knowledge! 🙂
And thank you for confirming my understanding that two of us living in the home as a primary residence should be able to separately claim the credit on our returns. Sadly the shades will be way over the $8K limit even without taxes so the $1200 credit apiece will not be difficult to achieve. We will likely try to order around $4K apiece (with taxes, no installation costs for these shades - each order on a separate invoice from the HD dealer in each of our names), and wait until January to order the remaining shades as this credit is annual and should run until 2032.
Thank you again for your generous time and assistance 🙂
