I had new windows installed last year. What info do I need from the company to enter into my tax forms?

[kelly8101]

what information should I get from the company who sold or installed the windows?

[DoninGA]

You will need the QMID code for the windows as that is required when completing the Form 5695 for Residential Energy Efficient Home Improvement Credit.

A Qualified Manufacturer Identification Number (QMID) is a 4-character alphanumeric code required for 2025 tax filings to claim the 25C Energy Efficient Home Improvement Credit on Form 5695. It identifies qualified manufacturers of energy-efficient items like heat pumps, windows, and doors to verify eligibility for the credit.

[DaveF1006]

To claim an energy credit for your windows, you need the following pieces of information to report in TurboTax.

1. The QMID (Qualified Manufacturer Identification Number)

This is the most critical update for the 2025 tax year. To claim the credit on IRS Form 5695, you must enter a 4-character alphanumeric code (the QMID) for the windows.

1. What it is: A code assigned by the manufacturer to prove the product is IRS-approved.
2. Where to find it: It is often on the product packaging, the manufacturer's website, or provided in the documentation from your installer.

2. Proof of "Most Efficient" Status

For windows installed in 2025, being "Energy Star Certified" is no longer enough. To qualify for the credit, they must meet the ENERGY STAR Most Efficient criteria.

1. Ask the company for: The Manufacturer’s Certification Statement. This is a signed document from the manufacturer certifying that the specific model of window you bought meets the "Most Efficient" requirements. 
2. Alternative: You can also look for the NFRC (National Fenestration Rating Council) label on the glass from when it was installed. It contains a CPD (Certified Product Directory) number, which you can use to verify eligibility on the NFRC website.

3. Detailed Cost Breakdown (Product vs. Labor)

1. The IRS allows a credit of 30% of the product cost, but labor and installation costs are not eligible for windows.
2. Ask the company for: An itemized invoice that clearly separates the cost of the window units from the labor/installation fees. If your receipt just shows one "total project price," you won't be able to calculate the 30% credit accurately