Federal Tax Credit Information

Please review the Hunter Douglas Manufacturer’s Certification
Statement and Qualifying Product Document available at
www.hunterdouglas.com/tax-credit for specific qualifying
product details and restrictions, and also consult with your tax
advisor to determine other eligibility requirements for claiming
this particular Federal Tax Credit opportunity.
Below are answers to some frequently asked questions.
Q: What is the Federal Tax Credit for Energy Efficient Home
Improvement Credit?
A: To help provide incentives for homeowners to make
energy-efficiency home improvements, the federal
government offers tax credits as a way to offset the costs
of these upgrades. Per the Inflation Reduction Act of 2022,
the Federal Tax Credit is available on an annual basis from
January 1, 2023 – December 31, 2032.
• Qualifying product(s) must be installed in an existing
residential principal residence (no secondary homes
or rental properties) by December 31 of the qualifying
tax year.
Q: How does the Federal Tax Credit Work?
A: This is not cash in your hand (like a rebate, which gives you
cash back after you’ve made a purchase), but a tax credit—
which is an amount of money that you subtract directly
from the taxes that you owe.
Q: Which Hunter Douglas products currently qualify for
the Federal Tax Credit?
A: Certain Hunter Douglas Honeycomb Shades with qualifying
fabrics, operating systems and size combinations, that
are inside mount over double pane, clear glass windows
currently qualify for the Federal Tax Credit. For specific
qualifying products, details and restrictions, refer to
the Manufacturer’s Certification Statement and related
Qualifying Product Document available at
www.hunterdouglas.com/tax-credit.
• Products must be installed by December 31 of the
qualifying tax year.
• Qualifying products meet applicable energy performance
standards as identified in the International Energy
Conservation Code (IECC) for U-factor and Solar Heat
Gain Coefficient for all climate zones.
Q: What is a Manufacturer’s Certification Statement?
A: A Manufacturer’s Certification Statement is a signed
statement from Hunter Douglas (which, along with the
Qualifying Product Document) certifies whether the
specific product purchased by you qualifies for the tax
credit, subject to specified product details and restrictions.
• You can find the Hunter Douglas Manufacturer’s
Certification Statement and related Qualifying Product
Document at www.hunterdouglas.com/tax-credit.

Q: How much do you receive for the Federal Tax Credit?
A: Qualifying products are eligible for a tax credit equal to
30% of the “purchase price” of the products, up to a
maximum annual amount of $1,200.
• Applicable “purchase price” is the amount paid by you
for the product(s), including sales tax, and does not
cover the costs for measuring or installing of qualifying
products. If sales tax is charged on both the shade and
the installation labor, only the portion of the sales tax
applicable to the shade, and not any sales tax applicable
to the labor, is included in the “purchase price” that you
apply to the 30%.
Q: What is the maximum Federal Tax Credit amount
I can get each qualifying tax year?
A: Even if you purchase multiple qualifying products in a year,
the maximum amount of the Federal Tax Credit during
any taxable year is $1,200. For example, if you spend up
to $5,000 during the year on a single qualifying product
or multiple qualifying products, you are only eligible to
receive 30% up to a $1,200 cap (30% of $5,000 = $1,500
and you receive $1,200 under the tax credit). Consult
with your tax advisor to determine your eligibility for
this tax credit.
Q: What is the time frame during which the Federal Tax
Credit can be earned on qualifying Hunter Douglas
products?
A: Starting January 1, 2023 – December 31, 2032, the
$1,200 annual limit applies, meaning you can claim the
maximum credit for each taxable year, for purchases in
those years, through year-end 2032. The Manufacturer’s
Certification Statement must apply to those products and
corresponding receipt purchase dates. Consult your tax
advisor for further details.
Q: What do I need to submit for the Federal Tax Credit?
A: You should retain your itemized Hunter Douglas invoice,
proof of payment (receipt), a copy of the applicable
Manufacturer’s Certification Statement and the applicable
pages of the Qualifying Product Document that addresses
the specific products that you purchased. To claim the
tax credit, you will need to complete the applicable IRS
forms and submit them with your tax returns. The credit is
usually taken on Form 5695. Please note that the IRS may
change or update this tax form, so you should consult
your tax advisor as to the correct form to file or visit the
IRS website.