Solar Tax Credits in Utah

Qualifying for the Utah Solar Tax Credit

All of our customers qualify for the 30% U.S. federal tax credit (it’s technically called the Investment Tax Credit). Utah customers qualify for a state tax credit in addition to the federal credit

The Utah credit is calculated at 25% of the eligible cost of the system or $2000, whichever amount is less. The process to claim the Utah renewable energy tax credit is relatively simple and straightforward to follow. It involves filling out and submitting the state’s TC-40 form with your state tax returns each year.

Utah State Tax Credit Instructions

To claim your solar tax credit in Utah,
you will need to do 2 things.

  1. Claim the credit on your TC-40a form (submit with your state taxes).
  2. File for the TC-40e form (you request this then keep the record.

Below you will find instructions for both.

Download your instructions form here:
https://tax.utah.gov/forms/current/tc-40inst.pdf

Download your form TC-40a here:
https://tax.utah.gov/forms/current/tc-40a.pdf

Follow these instructions to guide you through the TC-40a form:

1

Under “Part 4 – Nonapportionable Nonrefundable Credits,” write in the number 21 under the “Code” column for “Renewable residential energy systems credit.”

2

Under the “Amount” column, write in $2,000
a. $2,000 is the maximum amount of credit you can get for solar in the state of Utah and all our systems qualify for the maximum credit.

3

Fill out the rest of the form as you normally would when filing your state taxes. File with your state taxes.

Follow these instructions to guide you through the TC-40e form:

To apply for the TC-40e form, go to https://oed.fluidreview.com (This can also be done via paper, the same instructions apply).

1

Create an account.

2

Select “Solar Photovoltaic Applicants” from the drop down asking, “Create a new application?”

3

Click “Start” under “Actions.”

4

On page 1, select “My Name” and fill in your information.

5

On page 2, select “Street Address.”

6

On page 4, select “Yes” and attach your countersigned net metering agreement (you should have gotten this from your utility company. Give them a call if you don’t have it on file).

7

On page 5, Enter the amount on your final invoice as the “Eligible System Cost” and select “No” on the portion asking if the system has batteries.

8

On page 6, question 6, put the system size in watts.

  1. Your system size or the number of panels and their rating can be found in a few places:
    1. Page 3 of your proposal
    2. Page 1 of your permit pack in the middle of the page, in the box at the bottom of the page under the heading “Scope of Work”
9

On page 6, question 7, enter the make and model of your panels. This information can be found in a few places:

  1. Page 3 of your proposal
  2. Page 1 of your permit pack in the middle of the page, in the box at the bottom of the page under the heading “Scope of Work”
  3. The make is the name of the panel and the model is the power output, or watts
10

On page 6, question 8, enter the make and model of your inverter. This information can be found in a few places:

  1. Page 3 of your proposal
  2. Page 1 of your permit pack in the middle of the page, in the box at the bottom of the page under the heading “Scope of Work”
  3. The make is the name of the inverter and the model is the wattage number
11

On page 6, question 9, select “Yes.”

12

On page 7, select “Yes” to all questions (10, 11, and 12).

13

On page 8, question 13, put the date your system was installed. This can be found on your final invoice.

14

On page 9, question 14, upload your permit packet in the upload link provided.

15

On page 9, below question 14, select “Yes.” This will cause 15 to appear and give you a link to upload the PDF with your installation pictures.

16

On page 10, check the box and click “Save and Submit Application.”

17

Within about 6 weeks, you will get a form back verifying this application. Keep this for your records.

Note: You do NOT need to have this certificate back before you claim your state tax credit. You can claim the credit while you are waiting for it to be processed.