2009 Home Improvement Tax Credit

By Robert Robillard on Contractor Advice

 2009 Home Improvement Tax Credit Forms

As a carpenter doing window and door installations I get alot of questions about how to claim the American Recovery and Reinvestment Act of 2009 federal tax credit.In order to make this claim you will need to fill out two forms and save the following documentation:

1. Form 5695:

Part I of Claim Form:

The first section addresses insulation, windows, doors, roofs, HVAC, biomass stoves, and non-solar water heaters. The tax credit for these products is 30%, up to a total of $1,500. Homeowners can take part of the $1,500 in 2009 and the rest in 2010 if they are for separate purchases. The instructions for lines 2a to 2d and 3a to 3c list the specific requirements for each type of credit a homeowner can claim, as does the Energy Star website (

http://www.energystar.gov/). For example, an electric heat pump that has an HSPF of at least 9, a SEER of at least 15, and an EER of at least 13. Or windows with a U-factor of 0.30 or less and an SHGC of 0.30 or less.

Part II of Claim Form:

The second section addresses geothermal heat pumps, solar panels, solar water heaters, small wind-energy systems, and fuel cells. The tax credit for these products is 30% with no upper limit. Unused credit can be carried forward through 2016. Taxpayers should add the total from this section (line 27) and Part I (line 11) and place the total on line 29 of form 5695.

Part III of Claim Form:

Transfer amount from line 29 of form 5695 to line 52 of the 1040 form

2. IRS Form 1040:

Fill in line 52.

3. Save the manufacturers product certification and receipts. You DO NOT have to submit them.


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About the author

Robert Robillard

Carpenter / Remodeler / Editor

Rob Robillard is “The Concord Carpenter” Rob is a builder, general contractor, carpenter, woodworker, and editor of Concord Carpenter and ToolBoxBuzz As a General Contractor and carpenter, Rob owns and operates Concord Carpenter LLC. A full-service remodeling and construction company. Rob is a recognized leader in home building best practices and a source for how-to information for building professionals. On this website, Rob covers all aspects of home construction, building science, home improvement, woodworking, remodeling, and some of the best product and tool reviews. Rob is in charge of our Tool and Product Review series - Concord Carpenter Videos where we post all of our tool reviews and video tutorials. Rob approaches remodeling and building construction with a pragmatic and problem-solving approach. He enjoys using his knowledge and experience to help and educate building professionals as well as DIYers on best practices in the construction and remodeling industry. He's a strong advocate for "raising the bar" in the construction trades and promoting the trades to youth. #BeAMentor #Green2Great Craftsmanship, quality, and pride guide his journey on this channel The Concord Carpenter's motto: "Well done is better than well said!" : Read more about Rob If you have a building or remodeling question you can have rob respond to your answer via video. Click here for more information. https://jointruly.com/robillard Invite code: x22r2

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