Advise a residential customer correctly on federal solar tax credit eligibility for a system installed or sold after the 2025 OBBBA changes
domain: solar.tax-incentives · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Confirm the exact date the installation was (or will be) COMPLETED, not just signed/contracted — Section 25D treats an expenditure as 'made' when original installation is completed (26 USC 25D(e)(8)(A))
If installation completed on or before December 31, 2025, the 30% Section 25D residential credit applies as under prior law
If installation completes after December 31, 2025, Section 25D is terminated for that expenditure — the customer cannot claim the 30% federal residential credit regardless of when the contract was signed
Point the customer to the IRS FAQ on OBBBA modifications to Sections 25C/25D/25E/30C/30D/45L/45W/179D for the official current guidance rather than relying on installer-provided tax advice
Never promise a specific tax outcome in a sales conversation — frame 25D status as a completion-date fact, and refer credit-eligibility and filing questions to a licensed tax professional
Known gotchas
This is a hard IRS-defined cutoff (completion date of original installation, not contract date) — sales reps quoting '30% credit' on any project that will complete in 2026 or later are giving customers wrong information
The OBBBA signed July 4, 2025 accelerated termination far earlier than the prior IRA schedule (which had extended 25D at 30% through 2032) — don't rely on older marketing collateral that cites the IRA timeline
This is tax law: if uncertain about a specific customer's fact pattern, tell them to consult a tax professional rather than guessing — do not give definitive tax advice as an installer
Give your agent this knowledge — and 15,500+ more routes
One MCP install gives any agent live access to the full route map across 5,700+ domains, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp
Need this verified for your stack — or a route we don't have yet?