Air Conditioner Addition in 2022 - Tax Credit?

Last year we had our heating & furnace guy add a nice American Standard model 4A6L6030A100A heat pump unit, pulling heat from the outside air or pumping internal heat out in the summer, below 40°F, the original Trane gas furnace kicks in, so overall, it saves NG…

Then I looked at the Energy Efficient Home Improvement Credit offered by the IRS… I called American Standard today, looking for documentation that might spell out this model’s specs to satisfy the IRS, she looked, didn’t find, in the end directed me to our Dealer. So I’ve left a message with him, beginning of the week, likely busy, so we’ll see if he has looked at this before… Our Tax preparer is another possible resource.

Maybe all I need is this sort of Energy Guide, or the AIRI Certification, but I’d like to see a decent explanation…

Has anyone else chased this down?

Thanks for any info!
Weco (spending the day on the phone it seems)

1 Like

Looks to be two programs, a credit cap of $300 for 2022, but much more with the implementation of the Inflation Reduction Act. So because we jumped in 2022, we may be limited.

Still looking…

2 Likes

You are likely also limited in 2023 due to very tight income limits on the heat pump credits.

We’re dealing with our 2022 tax year, so those rules dictate, limit to $300.

IRS Form 5695 seems to be the key…

If that picture is the of the sticker from your unit, it probably doesn’t qualify. You need to have a sticker that shows Energy Star certification, not just the energy guide. It does say on your sticker that efficiency can vary based on what options your dealer installed, so your dealer would be the one who could supply you with that certification if your unit did have a qualifying option installed.

AJ

2 Likes

Hmmm… And I’ve not heard back from my guy yet… I looked at the Energy Star site, but only odd, to me, brands were listed, not Trane or American Standard, so the search continues…

Yes, I snapped the photo when the unit was still on the truck… before the cleanup, install…

Thanks…

As you’ve probably discovered, it’s difficult to find information on the tax credits specific to 2022, since everyone seems to be pushing the Inflation Reduction Act credits that are applicable to 2023 and beyond. Here’s the information I found for the previous tax credits on the Energy Star website 2022 Tax Credit Information | ENERGY STAR

Based on your description of adding on a heat pump to your existing furnace, you appear to have a split system, not a package system. So if your specific installation meets the split system requirements stated for HPSF, SEER and EER, it would be eligible. But since your Energy Guide sticker states that your ratings depend on the coil your contractor installed and your particular climate, you will have to get that information from the dealer.

AJ

Yes, we replaced the original (1970s) Carrier furnace a few years ago with a Trane unit, so this time, they raised it up to add the coils under it, a down flow system, and managed to run the coolant lines under the hour to the outdoor American Standard heat pump unit… Long term, it seemed the best option… They link to each other, with units have variable speed fan motors, all controlled by a Honeywell WiFi thermostat…

So far in our paperwork I haven’t seen that Energy Star, but the Quote does call the system out as a 16 SEER setup, which should be OK. I’ve downloaded the IRS forms, still need to run it by our Tax folks…
https://energystar-mesa.force.com/ENERGYSTAR/s/article/How-Do-I-Apply-for-the-Tax-Credit-1600088463236

As I read the SEER statements with qualifiers for my Carrier systems to get the name plate SEER you have to match the Air Handler to the compressor & coil. I am run a wild, ignorance guess – the air flow across the coil is not the same as if would have been if you had gotten the matching Trane air handler.

But I may have misunderstood your post - trust me such a misunderstanding on my part has happened many times. The first time I remember was when I took my parent’s windup alarm clock apart sometime during WW2.

Trane & American Standard are the same company. There’s a communications cable between the units, teamwork! So normally the Trane is being used as the air handler for the American Standard’s heat pump unit… I gave him a hand to lift the Trane on top of the coil unit, a bit of a tight space, but we made it happen…



Performance and certification for government encouraged bribes are not the same.

My recollection is this discussion is about somebody not getting tax credits.

My Heating & A/C guy called just now, explained that even though the furnace is an efficiency model, Energy Star ratings would requit=re the testing of this particular combination, and just won’t happen. He is looking up information on the ARA? number which may satisfy for the minimal $300 tax credit, so we’ll pass that along to out tax folks, but it’s seemingly a dead end as far as the larger credit amounts… So it’s maybe beating a dead horse to dig much deeper…

On to the next new project…