Media & Articles
Tax Credit
2009/2010 Energy Efficiency Tax Credit
Tax Credit Update - 6/8/09
Renewal by Andersen Manufacturer's Certification Statement Now Available
To help document qualifying products for the 2009 and 2010 federal tax credit, Renewal by Andersen now provides homeowners with the ability to download a government-accepted Manufacturer's Certification Statement.
According to the IRS, taxpayers can rely on the Manufacturer's Certification Statement to determine and document eligible products for the 2009/2010 tax credit and therefore do not have to retain the NFRC product labels.
The Renewal by Andersen Manufacturer's Certification Statement provides information on the products that qualify for the tax credit, and is available on the Renewal by Andersen website. Homeowners can download this document for their tax records.
Tax Credit Update
The IRS issued a press release stating eligibility requirements for the energy efficient tax credits established under the 2009 American Recovery and Reinvestment Act. The release indicates that homeowners now have two ways to qualify for the tax credit.
Windows and doors that are purchased between January 1, 2009 and May 31, 2009 and meet the current ENERGY STAR® requirements in the climate zone the product is installed in, are eligible for the energy efficient tax credits established under the 2009 American Recovery and Reinvestment Act.
Windows and doors that are purchased and installed between June 1, 2009 through December 31, 2010, will be required to comply with the stricter U-factor/SHGC of 0.30 or less requirements originally communicated in conjunction with the tax credit. Taxpayers should not rely on ENERGY STAR qualified products to determine eligibility, as the U-Factor/SHGC of 0.30 or less is more stringent than the current ENERGY STAR requirements. Products meeting only ENERGY STAR and not the U/SHGC of 0.30 or less will no longer be eligible effective June 1, 2009
Tax Credit Tools
Homeowner Letter Invoice letter template that breaks out the product cost eligible for the tax credit. For use with homeowners who need documentation to claim the federal energy tax credit. Modify the content in the white areas to generate your invoice letter. Provide this letter and the NFRC labels from each window to the homeowner.
Boston Sample Sales Script sample script from Renewal by Andersen of Boston for customers who ordered non-qualifying windows just before the 2009 $1,500 tax credit was announced.
Event Support Graphics - Tax credit artwork for events can be downloaded from Major Tom (http://rba.mt-ap.net/ ). Items include:
- 8.5" x 11" Tax Credit Table Poster
- 24" x 36" Register to Win Poster with Tax Credit
- 24" x 36" Tax Credit A-Frame Sign/Poster
- 24" x 39" Tax Credit Triangle Poster Board Sign
- Artwork for a vinyl tent Back Wall with tax credit information
Updated Energy Efficiency Sell Sheet - Order your updated energy efficiency sell sheet from the RbA MarketPlace. This sell sheet provides in-depth information regarding window performance and glass options, and includes information about SmartSun™ and the 2009/2010 tax credit.
Updated List of Qualifying/Non Qualifying Products - allows you to quickly view RbA products that qualify vs not qualify for the 2009/2010 tax credit.
Updated Qualifying Products Only List - allows you to quickly view RbA products that qualify for the 2009/2010 tax credit.
Federal Tax Credit by Job Size Worksheet - allows you to enter your window and door product cost percentage and tabulates the estimated tax incentive price by job size when you use qualifying products. This tool is a helpful guide for your sales team, not to be given to the homeowner.
Federal Tax Credit Calculator - allows you to estimate amount of tax credit dollars earned and remaining when you use qualifying products. This tool is a helpful guide for your sales team, not to be given to the homeowner.
Tax Credit Press Release - joint Andersen Windows and Renewal by Andersen press release that was sent to national daily and weekly newspapers on February 24, 2009.
Marketing samples and graphics are located on Major Tom in the Marketing Support/Stimulus folder. To access Major Tom, click here.
Tax Credit Flyer - For use during the initial appointment, in your showrooms, home shows and events. Please print copies of this flyer from the attached pdf file.
2009 Tax Credit Page on renewalbyandersen.com -This page can be found under the Customer Support section of the web site. It explains the tax credit details, tells homeowners what they will need to claim the tax credit and provides them with a list of qualifying products. The tax credit is also featured on the renewalbyandersen.com homepage
Renewal by Andersen Rolls Out Its Own 'Stimulus Package'
Challenging times force us to think differently, leading to innovation and new opportunities. We're pleased to announce our own "Stimulus Package" on SmartSun glass. This will help retailers utilize the new 2009/2010 tax credit incentive to win new business! Please read the attached bulletin for more details.
Click here for MS Word version of information below.
President Obama recently signed the American Recovery and Reinvestment Act of 2009 (H.R.1) which includes a provision that provides homeowners tax incentives for energy efficient improvements made in 2009 and 2010. Among those products that are included in this tax credit are replacement windows and doors. This tax credit replaces the original 2009 tax credit provision signed by former President Bush.
As part of the Economic Stimulus package, the American Recovery and Reinvestment Act of 2009 modifies and extends federal tax credits for eligible building components that improve energy efficiency. To be eligible, windows, doors and skylights must have both a U-Factor equal to or less than 0.30 and a Solar Heat Gain Coefficient (SHGC) equal to or less than 0.30.
Many Renewal by Andersen® windows and doors with High-Performance™ Low-E4®, High-Performance Low-E4 Sun, High-Performance Low-E4 SmartSun™, low-E or low-E sun glass will qualify for this new tax credit.
Below is a summary of the new tax credit provisions passed and several items to help you understand and communicate with customers regarding their ability to receive the energy tax credit.**
2009/2010 ENERGY TAX CREDIT DETAILS
* Tax credit is for the cost of the product only and does not include installation costs.
* Tax credit is 30% of the amount paid for the product up to a maximum of $1,500 combined for 2009 and 2010 (including other eligible items listed in the IRS Notice).
* This is a new tax credit for 2009 and 2010.
How Homeowners Qualify for the Tax Credit
- They purchase a qualifying Renewal by Andersen® product with Low-E or High-Performance™ Low-E4® glass. The window or door must have both a U-Factor and SHGC of 0.30 or lower. A list of products that meet the U-Factor and SHGC criteria for the 2009/2010 tax credit is available on the 2009 Tax Credit Page on renewalbyandersen.com.
- They save their sales receipt and each window or door performance label (NFRC/ENERGY STAR® label) with their tax documents.
- Purchase and install qualifying products beginning January 1, 2009 through December 31, 2010 and meet all other requirements outlined in the federal tax code.
- Claim the tax credit within the current year associated with their qualifying purchase and installation.
Approved Tax Credit Wording for Advertising
Get Up to a $1500 Tax Credit:
By purchasing qualifying Renewal by Andersen® windows and patio doors, you may be eligible to receive a tax credit. Visit renewalbyandersen.com for details.
This statement without disclaimer should be used only in advertising where there is limited space. In all other instances, you need to include the disclaimer.
Get Up to a $1500 Tax Credit:
By purchasing qualifying Renewal by Andersen® windows and patio doors, you may be eligible to receive a tax credit.*
* Many Renewal by Andersen products with High-PerformanceT Low-E4 glass, High-Performance Low-E4Sun glass, High-Performance™Low-E4 SmartSunTM glass will qualify when used for remodeling, replacement or home improvement. Please consult your tax planner and review all IRS guidelines. Renewal by Andersen is not a tax advisor.
* Tax Credit up to $1,500* plus save now with our current offer.
* Many Renewal by Andersen products with High-PerformanceT Low-E4 glass, High-Performance Low-E4Sun glass, High-Performance™Low-E4 SmartSunTM glass will qualify when used for remodeling, replacement or home improvement. Please consult your tax planner and review all IRS guidelines. Renewal by Andersen is not a tax advisor.
* New stimulus plan includes replacement windows.
Resources
For the most current information on the allocation and distribution of ARRA funds please visit the following websites:
Recovery.gov:
www.recovery.gov
Department of Education:
www.ed.gov/recovery
www.ed.gov/policy/gen/leg/recovery/modernization/index.html
Department of Energy:
http://www.energy.gov/recovery
Dept. of Housing and Urban Development:
www.hud.gov/recovery
Department of Labor:
www.dol.gov/recovery
Department of Transportation:
www.dot.gov/recovery
U.S. General Services Administration:
www.gsa.gov/recovery
All Federal opportunities:
www.fedbizopps.gov
**The above is the best available information and is a partial summary of the revisions to the federal tax code (U.S. Code Title 26, Section 25C) as updated by the American Recovery and Reinvestment Act of 2009. Taxpayers should check with the IRS regarding updates to the IRS interim guidance in Notice 2006-26 for further details on the tax credit. Other energy efficient improvements may apply; check the following link and the IRS website for more details (http://www.irs.gov/newsroom/article/0,,id=154657,00.html). Renewal by Andersen bears no responsibility in the validation of obtaining the tax credit. Please consult with a professional tax advisor or the IRS. Additional information can be found at: www.energystar.gov/taxcredits
* Many Renewal by Andersen products with High-Performance™ Low-E4® glass, High-Performance Low-E4® Sun glass or High-Performance Low-E4 SmartSun™ glass meet the performance requirements for the tax credit when used for remodeling or replacement. Please consult your tax planner and review all IRS guidelines. Renewal by Andersen is not a taxadvisor.
** The above is the best available information and is a partial summary of the revisions to the federal tax code (U.S. Code Title 26, Section 25C) as updated by the American Recovery and Reinvestment Act of 2009. Taxpayers should check with the IRS regarding updates to the IRS interim guidance in Notice 2006-26 for further details on the tax credit. Other energy efficient improvements may apply; check the following link and the IRS website for more details or updates: http://www.irs.gov/newsroom/article/0,,id=154657,00.html. Renewal by Andersen bears no responsibility for validating or obtaining the tax credit and expressly disclaims any responsibility for determining whether a particular purchase or application qualifies for the tax credit. Further, Renewal by Andersen does not intend to and is not providing legal or tax advice and recommends that purchasers consult their own tax advisor or the IRS to determine whether the products they purchase for a particular application qualify for the tax credit.
*** http://www.irs.gov/newsroom/article/0,,id=206869,00.html
**** The information discussed in this communication relates to tax credits for existing "non-business" properties (defined as the taxpayer's primary residence in the United States.) For information about tax credits for homebuilders for new construction in 2009, please refer to the following IRS website: http://www.irs.gov/newsroom/article/0,,id= 154658,00.html.
"ENERGY STAR" is a registered trademark of the U.S. Environmental Protection Agency. "Renewal by Andersen" and all other marks where denoted are trademarks of Andersen Corporation. © 2009 Andersen Corporation. All rights reserved.
