I made an upgrade to my HVAC system that qualifieds for the Energy Efficient credits. I input the HVAC manufactures (Daikin) QMID and cost of install. The next questions for Form 5965 ask about enabling costs. It was necessary for me to install an electrical subpanel for this HVAC upgrade, however the electrical panel manufacturer (Eaton) did not submit the proper paperwork in time to qualify for a QMID. Should I be waiting to claim these credits in 2026 when the QMID may not be necessary to qualify? I have heard other people just throwing in a random QMID to get the credits and claiming that if audited they can show the expenses. I am jsut not sure what to do and this is the difference between me getting a refund or owing money.
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Sorry, you can't claim the credit. First, you can only claim property when it was actually installed, you can't delay the claim until it is more convenient. Second, the energy efficiency credits were ended 12/31/25 by the OBBB so there won't be a credit next year even if you could delay. Third, the QMID is a requirement under the law (the Inflation Reduction Act passed during the Biden era). Manufacturers had 3 years to get registered -- if your manufacturer failed, that is something you can take up with them, but the IRS has not announced any further leniency.
The upgrades were done in June of 2025 they are still valid. In 2026 the four digit QMID is going away and they are using a 17 digit pin from the product. Am I not able to delay claiming the credit until next year so that I might get to claim the entirety (qualified HVAC upgrade (qualified with QMID) + Enabling (not currently qualifying))?
@user17729143874 wrote:The upgrades were done in June of 2025 they are still valid. In 2026 the four digit QMID is going away and they are using a 17 digit pin from the product. Am I not able to delay claiming the credit until next year so that I might get to claim the entirety (qualified HVAC upgrade (qualified with QMID) + Enabling (not currently qualifying))?
The prior answer already answered all of that. Re-read his comments above.
1. No, because you must claim the credit in the year the property was "placed in service" (installed and turned on). No exceptions.
2. No, because the credit is completely gone for 2026, as a result of the "One Big Beautiful Bill" (or whatever its official name is) that was signed in 2025.
According to the company that installed my heat pump, this response is incorrect. Electrical panels do not have QMIDs. You would submit the QMID for your heat pump and are eligible for that tax credit.
@fcparma19 wrote:
According to the company that installed my heat pump, this response is incorrect. Electrical panels do not have QMIDs. You would submit the QMID for your heat pump and are eligible for that tax credit.
That is correct, the other qualifying property needs a QMID but the panel upgrade does not.
Are you being asked for a QMID for the panel upgrade by Turbotax? If so, that may be a program error that needs to be addressed.
Right but TurboTax is forcing an entry in the electrical panel upgrade section. It is clearly an error that needs to be addressed but I've been unable so far to figure out how to get the proper tech support. I keep getting offered tax help, which is not what is needed.
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I already submitted because I couldn't wait for tech support response
I might have figured it out. See form 5695 line 25.
You have to provide a letter code for what type of property you installed that needed a panel upgrade (A for windows and skylights, B for central A/C, etc.). Then you have to provide the QMID for the enabling property. That's not a new QMID for the panel, it is the QMID for the equipment that required the panel -- that's the "enabling property." So enter the same code you used for the furnace, heat pump, or whatever it was.
@Opus 17 wrote:
Then you have to provide the QMID for the enabling property.
Line 25a says the "enabling" property is the panel. The "enabled" property (and the code on 25b) is the heat pump, etc.
In short, you need the QMID for the panel. If there is no QMID, there is no credit.
Nope, I was wrong. The electrical equipment is the enabling property because it enables the other property that has the electrical load.
The maker of the panel board or other electrical equipment is required to get a QMID, even if they don't make the energy efficient property. But if the credit had continued where manufactures had to assign a full 17 digit pin to their efficient property, makers of enabling equipment would still only need the QM number.
"(5) Special Requirement for Manufacturers of Enabling Property. A manufacturer that produces enabling property must follow the registration, application, and written agreement process described in this section 4, even if the manufacturer produces no other type of specified property, despite modified requirements with respect to enabling property elsewhere in this revenue procedure."
The manufacturer of electrical equipment that would be used as the "enabling property" is still required to register and get a QM number (qualified manufacturer number) but they are not required to assign a unique 17-digit PIN to every item of property (which makers of Heat pumps etc. would have been required to do beginning in 2026, if the credit had not been canceled.)
See also
https://www.irs.gov/irb/2024-46_IRB#REV-PROC-2024-31
https://public-inspection.federalregister.gov/2024-24110.pdf
This is 100% my same problem. TurboTax forcing an input for this section to be completed. Extremely aggravating. Hope it’s fixed asap otherwise I’ll have to begin using another service. Feels like this happens with something every year.
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