Mini-split cost and rebate center

Official-source pointers and printable worksheets without invented project prices.

Important: This planning resource is not tax advice. Verify the current tax year, property, taxpayer, product, installation, and documentation rules with the IRS, the administering program, and a qualified tax professional.

Start with official sources

Use the IRS credit page for current federal rules and dates, the ENERGY STAR page for linked product criteria, and the DOE portal for official home-upgrade and rebate program paths. Source: IRS Energy Efficient Home Improvement Credit Source: EPA ENERGY STAR air-source heat pump tax-credit page Source: U.S. Department of Energy home upgrades and rebates

Treat incentives as unconfirmed until the controlling agency confirms the product, project date, property, applicant, and required documents. Source: IRS Energy Efficient Home Improvement Credit Source: U.S. Department of Energy home upgrades and rebates

Build a complete project range

Create low, expected, and high columns for equipment, electrical scope, permits, labor, line routing, condensate, finish repair, and maintenance access; enter only written quote amounts. Source: U.S. Department of Energy home upgrades and rebates

Keep the gross project range separate from any unconfirmed incentive amount. Source: IRS Energy Efficient Home Improvement Credit Source: U.S. Department of Energy home upgrades and rebates