Credits

Does costs for installing a new furnace qualify for the Residential Energy Credit?

Understanding the Residential Energy Credit for New Furnace Installation

BS

Business Tax Specialist

Tax Expert

3 min read
Published on 7 months ago
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Yes, the cost of installing a new furnace may qualify for the Energy Efficient Home Improvement Credit (Form 5695, Part II) if the furnace is a qualifying natural gas, propane, or oil furnace or hot water boiler that meets the applicable energy-efficiency requirements established by federal law and IRS guidance.

Eligibility and Credit Limits

  • Qualified Property: Certain qualifying natural gas, propane, or oil furnaces and hot water boilers that meet the applicable energy-efficiency requirements may qualify as residential energy property.
  • Credit Rate: The credit is generally 30% of the qualified cost, including labor costs properly allocable to the onsite preparation, assembly, and original installation of the qualifying property.
  • Furnace Credit Limit: The maximum credit allowed for a qualifying natural gas, propane, or oil furnace or hot water boiler is $600.
  • Annual Credit Limitation: The furnace credit is included in the general annual Energy Efficient Home Improvement Credit limitation, which is generally $1,200 per year for most qualifying improvements and property.

Additional Requirements

  • Home Located in the United States: The qualifying property must be installed on or in connection with a home located in the United States that meets the requirements for the credit.
  • Placed in Service During the Tax Year: The furnace must be installed and ready for use during the tax year for which the credit is claimed.
  • Qualified Manufacturer Identification Number (QMID): For qualifying property placed in service during 2025, a valid QMID must generally be reported on Form 5695.
  • Energy-Efficiency Standards: The furnace must satisfy the applicable energy-efficiency requirements in effect for the credit. A standard furnace that does not meet the required criteria does not qualify.

Important Note

The purchase of a new furnace alone does not automatically qualify for the credit. Eligibility depends on whether the furnace meets the IRS and Department of Energy requirements for qualified energy property and all Form 5695 requirements are satisfied.

Source:

Form 5695 Instructions (2025)

Disclaimer: Always verify eligibility and requirements with the current IRS Form 5695 and its instructions, as well as your state’s Department of Revenue. Tax rules may vary based on individual circumstances and jurisdiction.

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