manufacturer’s certification statement...manufacturer’s certification statement pertaining to...

9
Manufacturer’s Certification Statement Pertaining to the American Taxpayer Relief Act of 2012 and the Tax Increase Prevention Act of 2014 Pella ® Windows and Doors ▪ Pella Corporation This Manufacturer’s Certification Statement can be relied upon by you, the taxpayer, for verification that certain Pella windows and doors are eligible for the tax credits identified in the American Taxpayer Relief Act of 2012 and the Tax Increase Prevention Act of 2014. The IRS has published tax-related interpretations for “non-business energy property” – which are energy efficiency improvements to the taxpayer’s principal residence. The IRS requires the manufacturer be identified: Pella Corporation, 102 Main St. Pella, IA 50219, as the manufacturer of Pella windows and doors. The IRS defines windows and doors that are eligible for the tax credits of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act 9 as “Eligible Building Envelope Components.” Following the IRS guidelines, Pella has determined that certain Pella windows and doors are Eligible Building Envelope Components and qualify for the credit when installed as an exterior window or door in ENERGY STAR ® climate zones and as indicated in the charts below when purchased and installed from January 1, 2012 through December 31, 2015. Under penalties of perjury, I declare that I have examined this certification statement, and to the best of my knowledge and belief, the facts are true, correct, and complete. Elaine Sagers, Vice President Pella Corporation, January 18, 2016 IRS suggests the taxpayer is not required to attach this certification statement to their tax return. However, the taxpayer should retain this certification statement as part of their tax records. As in all tax matters, the taxpayer is advised to consult their tax professional. Pella Corporation and its sales partners assume no liability regarding the homeowner’s ability to obtain tax credits.

Upload: others

Post on 02-May-2020

13 views

Category:

Documents


0 download

TRANSCRIPT

Manufacturer’s Certification Statement Pertaining to the

American Taxpayer Relief Act of 2012 and the

Tax Increase Prevention Act of 2014 Pella®

Windows and Doors ▪ Pella Corporation

This Manufacturer’s Certification Statement can be relied upon by you, the taxpayer, for verification that certain Pella windows and doors are eligible for the tax credits identified in the American Taxpayer Relief

Act of 2012 and the Tax Increase Prevention Act of 2014.

The IRS has published tax-related interpretations for “non-business energy property” – which are energy

efficiency improvements to the taxpayer’s principal residence. The IRS requires the manufacturer be

identified: Pella Corporation, 102 Main St. Pella, IA 50219, as the manufacturer of Pella windows and doors.

The IRS defines windows and doors that are eligible for the tax credits of the Tax Relief, Unemployment

Insurance Reauthorization and Job Creation Act 9 as “Eligible Building Envelope Components.”

Following the IRS guidelines, Pella has determined that certain Pella windows and doors are Eligible

Building Envelope Components and qualify for the credit when installed as an exterior window or door

in ENERGY STAR® climate zones and as indicated in the charts below when purchased and

installed from January 1, 2012 through December 31, 2015. Under penalties of perjury, I declare that I have examined this certification statement, and to the best of

my knowledge and belief, the facts are true, correct, and complete.

Elaine Sagers, Vice President

Pella Corporation, January 18, 2016

IRS suggests the taxpayer is not required to attach this certification statement to their tax return. However, the taxpayer should retain this certification statement as part of their tax records. As in all tax matters, the taxpayer is advised to consult their tax professional.

Pella Corporation and its sales partners assume no liability regarding the homeowner’s ability to obtain

tax credits.

Window Criteria

Door Criteria

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles/Removable Grilles

GBG - All Patterns

Applied Grilles - 7/8" SDL w/spacer, 3/4" SDL

** If a product qualifies w/Advanced Low-E w/Argon it qualifies with SunDefense Low-E w/Argon

KEY:

ZONEZONE

Wood & Wood-Clad Windows and Patio Doors

2015 US Federal Tax Credit Qualifications

Special Shapes

Inswing French

Outswing French

Sliding French

Architect Series® - 850

Pella® ProLine - 450

Vent Casement and Awning

Fixed Casement, Awning,

Double-Hung, Transom

Vent Renovation Casement

Fixed Renovation Casement

and Awning

All ProductsN

ATU

RA

L SU

N

W/A

RG

ON

ZONE

AD

VA

NC

ED L

OW

-E

W/A

RG

ON

SUN

DEF

ENSE

LO

W-E

W/A

RG

ON

AD

VA

NC

ED C

OM

FOR

T

W/A

RG

ON

ZONE

Grille Type Not Available

Clad Frame & Circlehead

Designer Series® - 750

Vent Renovation Awning

Inswing Door

Fixed Casement, Awning,

Double-Hung, Transom

Double-Hung

Sliding Door

Full Frame/Renovation Double-

Hung

Vent Casement and Awning

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns .

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

No Grilles

3/4" Contour GBG - All Patterns

Casement

Standard Awning

Fixed Frame

AD

VA

NC

ED L

OW

-E

W/A

RG

ON

& F

OA

M

INSU

LATI

ON

ZONE

Fixed Window

ZONE ZONE ZONE ZONE

Sliding Patio Door

Special Shapes

Large Awning

Fixed Casement

Pella® Impervia® Windows and Patio Doors

2015 US Federal Tax Credit QualificationsKEY:

AD

VA

NC

ED L

OW

-E

W/A

RG

ON

NA

TUR

AL

SUN

LO

W-

E W

/ A

RG

ON

NA

TUR

AL

SUN

LO

W-

E W

/ A

RG

ON

&

FOA

M IN

SULA

TIO

N

SUN

DEF

ENSE

LO

W-E

W/A

RG

ON

SUN

DEF

ENSE

LO

W-E

W/A

RG

ON

& F

OA

M

INSU

LATI

ON

ZONE

Pella® Impervia®

Double Hung

Single Hung

Sliding Window

NORTHERN REGIONNORTH CENTRAL REGIONSOUTH CENTRAL REGIONSOUTHERN REGIONNORTHERN REGIONNORTH CENTRAL REGIONSOUTH CENTRAL REGIONSOUTHERN REGION

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG or 7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

Dual-Pane Insulating Glass - 3mm

Pella® 350 Series Windows & Patio Doors

2015 US Federal Tax Credit Qualifications

NA

TUR

AL

SUN

LO

W-E

W/

AR

GO

N W

/ FO

AM

INSU

LATI

ON

ZONE

NA

TUR

AL

SUN

LO

W-E

W/

AR

GO

N

ZONE

SUN

DE

FEN

SE L

OW

-E

W/

AR

GO

N &

W/F

OA

M

INSU

LATI

ON

ZONE ZONE ZONE ZONE

KEY:

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N &

W/F

OA

M

INSU

LATI

ON

SUN

DE

FEN

SE™

LO

W-E

W/

AR

GO

N

Fixed Frame - Direct Set

Special Shapes - Curved Top Direct Set

Sliding Patio Door

Awning

Casement

Double-Hung

Single-Hung

Sliding Window

Pella® 350 Series Windows & Patio Doors

2015 US Federal Tax Credit Qualifications

KEY:

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N &

W/F

OA

M IN

SULA

TIO

N

NA

TUR

ALS

UN

LO

W-E

W/

AR

GO

N

NA

TUR

ALS

UN

LO

W-E

W/

AR

GO

N &

W/F

OA

M IN

SULA

TIO

N

ZONE ZONE ZONE ZONE

Sliding Window

Fixed Frame - Direct Set

Special Shapes

Curved Top Direct Set

Sliding Patio Door

Triple-Pane Insulating Glass - 3mm

Awning

Casement

Double-Hung

Single-Hung

Pella® 350 Series Windows & Patio Doors

2015 US Federal Tax Credit Qualifications

KEY:

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N &

W/F

OA

M IN

SULA

TIO

N

SUN

DE

FEN

SE™

LO

W-E

W/

AR

GO

N

SUN

DE

FEN

SE L

OW

-E

W/

AR

GO

N &

W/F

OA

M IN

SULA

TIO

N

ZONE ZONE ZONE ZONE

Sliding Window

Fixed Frame - Direct Set

Special Shapes

Curved Top Direct Set

Sliding Patio Door

Dual -Pane Insulating Glass - Impact

Awning

Casement

Double-Hung

Single-Hung

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

7/8" Contour SDL - All Patterns

N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

No Grilles

3/4" or 1" Contour GBG - All Patterns

Fixed Frame - Direct Set

Special Shapes

Curved Top Direct Set

Triple-Pane Insulating Glass - 3mm

Double-Hung

Single-Hung

Sliding Window

Pella® 250 Series Windows

2015 US Federal Tax Credit Qualifications

KEY:

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N &

W/F

OA

M

INSU

LATI

ON

NA

TUR

ALS

UN

LO

W-

E

W/

AR

GO

N

NA

TUR

ALS

UN

LO

W-

E

W/

AR

GO

N &

W/F

OA

M

INSU

LATI

ON

ZONE ZONE ZONE ZONE

Fixed Frame - Direct Set

Special Shapes - Curved Top Direct Set

Dual-Pane Insulating Glass - 3mm

Double-Hung

Single-Hung

Sliding Window

Pella® 250 Series Windows

2015 US Federal Tax Credit Qualifications

SUN

DEF

ENSE™

LO

W-E

W/

AR

GO

N

SUN

DEF

ENSE

LO

W-E

W/

AR

GO

N &

W/F

OA

M

INSU

LATI

ON

ZONE ZONE ZONE ZONE ZONE ZONE

KEY:

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N

AD

VA

NC

ED L

OW

-E

W/

AR

GO

N &

W/F

OA

M

INSU

LATI

ON

NA

TUR

AL

SUN

LO

W-E

W/

AR

GO

N

NA

TUR

AL

SUN

LO

W-E

W/

AR

GO

N W

/ FO

AM

INSU

LATI

ON

NORTHERN REGIONNORTH CENTRAL REGIONSOUTH CENTRAL REGIONSOUTHERN REGION

NORTHERN REGIONNORTH CENTRAL REGIONSOUTH CENTRAL REGIONSOUTHERN REGION

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S N NC SC S

No Grilles

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

No Grilles

5/8" Flat GBG - All Patterns

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

No Grilles

5/8" Flat GBG - All Patterns

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

No Grilles

5/8" Flat GBG - All Patterns

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

No Grilles

5/8" Flat GBG - All Patterns

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

No Grilles

5/8" Flat GBG - All Patterns

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

No Grilles

5/8" Flat GBG - All Patterns

3/4" Contour GBG - All Patterns

1" Contour GBG - All Patterns

Encompass/Thermastar by Pella ® Windows and Patio Doors

2015 US Federal Tax Credit Qualifications

Patio Door

(Standard Performance)

NA

TUR

AL

SUN

LO

W-E

NA

TUR

AL

SUN

LO

W-E

W/

AR

GO

N

ZONE ZONE

Fixed Radius Shapes & Fixed

Windows

Single Hung

Sliding Window

Casement

Awning

Encompass by Pella® and ThermaStar by Pella®

Double Hung

BR

ON

ZE A

DV

AN

CED

LO

W-

E W

/AR

GO

N

ZONE ZONE ZONE ZONE ZONE

KEY:

AD

VA

NC

ED L

OW

-E

AD

VA

NC

ED L

OW

-E

W/A

RG

ON

SUN

DEF

ENSE

LO

W-E

SUN

DEF

ENSE

LO

W-E

W/A

RG

ON

NORTHERN REGIONNORTH CENTRAL REGIONSOUTH CENTRAL REGIONSOUTHERN REGIONNORTHERN REGIONNORTH CENTRAL REGIONSOUTH CENTRAL REGIONSOUTHERN REGION

NORTHERN REGION

NORTH CENTRAL REGION

SOUTH CENTRAL REGION

SOUTHERN REGION

ER

N NC SC S 1 2 3

Blinds-Between-the-Glass with Clear glass 3 3 0.37 0.28 28 10

Grilles-Between-the-Glass with Low-E glass 3 3 0.30 0.17 28 X X X X 12 √

Simulated-Divided Lights with Low-E glass 3 3 0.30 0.19 31 X X X X 13 √

Decorative glass5 3 3 0.27 0.30 32 X X 23 X √

Low-E 3 3 0.30 0.19 31 X X X X 13 √

Textured Glass 3 3 0.27 0.30 32 X X 23 X √

Grilles-Between-the-Glass with Low-E glass 3 3 0.24 0.13 21 X X X X 17 X √

Simulated-Divided Lights with Low-E glass 3 3 0.26 0.14 23 X X X X 15 √

Decorative glass5 3 3 0.24 0.23 24 X X X X 23 X X √

Low-E 3 3 0.24 0.14 23 X X X X 18 X √

Textured Glass 3 3 0.24 0.23 24 X X X X 23 X X √

Blinds-Between-the-Glass with Clear glass 3 3 0.27 0.16 16 X X X X 15 √

Grilles-Between-the-Glass with Low-E glass 3 3 0.23 0.10 16 X X X X 17 X √

Simulated-Divided Lights with Low-E glass 3 3 0.23 0.11 17 X X X X 17 X √

Decorative glass5 3 3 0.22 0.17 18 X X X X 22 X X √

Low-E 3 3 0.23 0.11 17 X X X X 17 X √

Textured Glass 3 3 0.22 0.17 18 X X X X 22 X X √

Blinds-Between-the-Glass with Clear glass 3 3 0.22 0.08 8 X X X X 17 X √

Grilles-Between-the-Glass with Low-E glass 3 3 0.19 0.05 8 X X X X 19 X √

Simulated-Divided Lights with Low-E glass 3 3 0.19 0.06 9 X X X X 19 X √

Decorative glass5 3 3 0.18 0.09 9 X X X X 22 X X √

Low-E 3 3 0.19 0.06 9 X X X X 19 X √

Textured Glass 3 3 0.18 0.09 9 X X X X 22 X X √

Solid Panel No Glass NA NA 0.14 0.01 0 X X X X 23 X X √

IN-SWING AND OUT-SWING DOORS - FIBERGLASS PANEL

Qualifies

for the

2009-2010

Tax Credit

U-F

ac

tor 1

SH

GC

VL

T %

CR

Sded Areas Meet ENERGY STAR® Performance

Criteria in Zones Shown

U. S.

ZoneZone

Canada2Gap Fill

Ext. In.Gla

zin

g

Th

ick

ne

ss

Type of Glazing NFRC Certified Product #

A

B

C

D

Glass (mm)

Fiberglass PanelsGlazing Performance

ER

N NC SC S 1 2 3

Blinds-Between-the-Glass with Clear glass 3 3 0.38 0.29 30 9

Grilles-Between-the-Glass with Low-E glass 3 3 0.30 0.18 29 X X X X 13 √

Decorative glass5 3 3 0.28 0.30 32 X X 22 X √

Low-E 3 3 0.30 0.19 31 X X X X 13 √

Textured Glass 3 3 0.28 0.30 32 X X 22 X √

Grilles-Between-the-Glass with Low-E glass 3 3 0.24 0.13 22 X X X X 17 X √

Decorative glass5 3 3 0.24 0.23 24 X X X X 23 X X √

Low-E 3 3 0.24 0.14 23 X X X X 18 X √

Textured Glass 3 3 0.24 0.23 24 X X X X 23 X X √

Blinds-Between-the-Glass with Clear glass 3 3 0.28 0.16 16 X X X X 14 √

Grilles-Between-the-Glass with Low-E glass 3 3 0.23 0.10 16 X X X X 17 X √

Decorative glass5 3 3 0.22 0.17 18 X X X X 22 X X √

Low-E 3 3 0.24 0.11 17 X X X X 16 X √

Textured Glass 3 3 0.22 0.17 18 X X X X 22 X X √

Blinds-Between-the-Glass with Clear glass 3 3 0.22 0.08 8 X X X X 17 X √

Grilles-Between-the-Glass with Low-E glass 3 3 0.19 0.05 8 X X X X 19 X √

Decorative glass5 3 3 0.19 0.09 9 X X X X 21 X X √

Low-E 3 3 0.20 0.06 9 X X X X 18 X √

Textured Glass 3 3 0.19 0.09 9 X X X X 21 X X √

Solid Panel No Glass NA NA 0.14 0.01 0 X X X X 23 X X √

Gap Fill

U-F

acto

r 1

SH

GC

VL

T %

Ext.Gla

zin

g

Th

ickn

ess

Type of Glazing NFRC Certified Product #

Glass (mm)

D

IN-SWING AND OUT-SWING DOORS - STEEL PANEL

A

B

C

Qualifies

for the

2009-2010

Tax Credit

Zone Zone

CR

Sded Areas Meet ENERGY STAR® Performance

Criteria in Zones Shown

In.

U. S. Canada2

Steel PanelGlazing Performance