I am trying to enter the cost for a new metal roof. On the page to enter Improvements. I see doors and windows but no Roof. What am I missing?

Forum|Forum|2 years ago
February 8, 2024
3 replies
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I saw other posts showing the "tell us how much you paid for energy-saving improvements" page and it shows the windows, doors and roof. My page shows only Insulation Mat or sys, Most expensive Exterior door, All other exterior doors, and exterior windows. Where am I supposed to enter the roof? Thanks

TurboTax Deluxe Online

DoninGA

Employee

For tax years prior to 2023 certain roofs were eligible for the tax credit. See IRS Form 5695 Instructions (2022) on page 2 under Qualified energy efficiency improvements - https://www.irs.gov/pub/irs-prior/i5695--2022.pdf

Any metal roof with appropriate pigmented coatings or asphalt roof with appropriate cooling granules that are specifically and primarily designed to reduce the heat gain of your home.

For tax year 2023 the eligibility for certain roofs was removed. See IRS Form 5695 Instructions (2023) on page 2 and 3 under Qualified energy efficiency improvements - https://www.irs.gov/pub/irs-pdf/i5695.pdf

Qualified energy efficiency improvements. Qualified energy efficiency improvements are the following building envelope components installed on or in your main home that you owned during 2023 located in the United States if the original use of the component begins with you, the component can be expected to
remain in use at least 5 years, and the component meets certain energy standards.

• Any insulation material or system and air sealing material or system that is specifically and primarily designed to reduce heat loss or gain of a home when installed in or on such a home.
• Exterior windows and skylights.
• Exterior doors.

Opus 17

Employee

Specific mention of roofs was removed from the code for 2023 and future years.

However, it might be possible that a roof would still count as a "building envelope component."

A building envelope component is "any insulation material or system, including air sealing material or system, which is specifically and primarily designed to reduce the heat loss or gain of a dwelling unit when installed in or on such dwelling unit".

To be eligible, the component or system must meet these efficiency standards:

(A)I n the case of an exterior window or skylight, Energy Star most efficient certification requirements,

(B) in the case of an exterior door, applicable Energy Star requirements, and

(C) in the case of any other component, the prescriptive criteria for such component established by the most recent International Energy Conservation Code standard in effect as of the beginning of the calendar year which is 2 years prior to the calendar year in which such component is placed in service.

So if the roof is rated by the IECC, and if the roof meets or exceeds the standard for energy saving roofs that were published in 2021, then a roof could qualify. If IECC doesn't rate roofs, then the roof won't qualify any more.

nottap63

I'm having the same issue. They really should add "roof" back on the form, or add a list of materials that qualify. I'm guessing it goes in the Insulation Material or system spot.

DoninGA

Employee

@nottap63 wrote:

I'm having the same issue. They really should add "roof" back on the form, or add a list of materials that qualify. I'm guessing it goes in the Insulation Material or system spot.

For tax year 2023 the cost of a new roof was removed from the items eligible for the Energy Efficient Home Improvement Credit

Go to the Form 5695 Residential Energy Credit Instructions (2023) - https://www.irs.gov/pub/irs-pdf/i5695.pdf

DianeW777

As indicated by Opus 17, move past the clean energy credit and go to the 'Energy-Saving Improvements' credit to select the cost of any material for insulation that may be included for your roof. You cannot include any labor costs for preparation, or assembly.

Also, as indicated by DoninGa, the only mention of roof is related to solar clean energy.

Search (upper right magnifier) > type energy credit > Click the Jump to.. link > Continue to the screen below.
Residential Energy Credit-Form 5695

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

DeeGBee

Per the fact sheet updated on Jan 17, 2025, I believe roofing is not eligible unless it has to do with solar power.

Updates to frequently asked questions about the Energy Efficient Home

Improvement Credit (§ 25C) and the Residential Clean Energy Property Credit (§ 25D)

FS-2025-01, January 2025

Q2. Are roofing expenditures that were necessary for the installation of solar panels eligible for the credit? (updated

Jan. 17, 2025)

A2. In general, traditional roofing materials and structural components do not qualify for the credit because they primarily serve

a roofing or structural function. However, some solar roofing tiles and solar roofing shingles serve as solar electric collectors

while also performing the function of traditional roofing, serving both the functions of solar electric generation and structural

support and such items qualify for the credit.

https://www.irs.gov/credits-deductions/frequently-asked-questions-about-energy-efficient-home-improvements-and-residential-clean-energy-property-credits

DeeGBee

Also I would think roofs that qualify would just be entered as solar electric property costs. However, as I did not use turbotax this year, I can't say for sure since I can't see the screen.