Simonton Windows – Energy Tax Credit

Energy StarThe ability to buy energy-efficient products and receive a Federal Tax Credit is available again with the renewing of The American Taxpayer Relief Act of 2012. Eligible windows and doors need to meet ENERGY STAR® requirements for their climate zone and be installed between January 1, 2012 and December 31, 2013. And thanks to Simonton, ordering ENERGY STAR® products is as easy as knowing where you live.

Simonton Windows

1. What windows and doors are eligible for the credit?

It’s very simple, windows and exterior doors that meet ENERGY STAR criteria are eligible. Patio doors are generally considered to be “exterior doors” so long as the opening allows a person to travel through it immediately into the home.

Simonton Windows has developed regionally specific glass packages to meet ENERGY STAR requirements for the diverse climate zones across the country. These unique packages ensure your windows and doors qualify for the Federal Energy Tax Credit.

2. How much is the tax credit?

The tax credit is 10% up to $200 for windows and 10% up to $500 for exterior doors (including patio doors) through December 31, 2013. It is also retroactive and windows and doors installed in 2012 are eligible to receive the tax credit.

There is a lifetime credit cap of $500 for all Federal Tax Credit qualifying products, not just windows and doors. If you have claimed less than $500 in Federal Tax Credits you are eligible to claim the difference—but not more than $500 total for your lifetime. Tax Credit does NOT include installation costs.

3. How do I claim my Federal Tax Credit?

Submit your Federal Tax Credit Claims with your 2012 and 2013 tax returns with IRS form 5695. Save for your records:

  • Your receipts
  • The Manufacturer’s Certification Statement
  • The NFRC label which shows the U-Factor, Solar Heat Gain Coefficient and states your window or door meets ENERGY STAR guidelines for the region you live.

IRS guidance indicates that taxpayers are not required to attach the Manufacturer’s Certification Statement to their tax returns. Taxpayers should retain this certification as part of their tax records.

The above summary is not comprehensive and is not intended to substitute for the advice of a lawyer or professional tax advisor.