About Jeanine

Jeanine Cotter is the CEO of Luminalt, a solar installation company. https://plus.google.com/u/0/111720332630128673957

2019 Solar Tax Credit Documents

Here are some helpful resources for the 2019 Solar Tax Credit.

Please click on the following links for the documents.

If you have any questions about the preparation of these tax forms or how the credit applies to your specific tax situation, please contact your tax adviser or seek qualified tax assistance. Luminalt is not a tax adviser and is not responsible for eligibility of the credit.

If you had a battery system installed by Luminalt, it is designed to meet the requirements of the Solar Tax Credit provided it is paired with solar.

If you need another copy of your final receipt from Luminalt, please email kayla@luminalt.com or call her in the office at (415) 792-6663.

Please be advised that the Solar Tax Credit drops to 22% beginning January 1st 2021 and sunsets for residential customers on December 31st, 2021. For commercial projects the Investment Tax Credit remains at 10% in 2022 and beyond.

2018 Solar Tax Credit Documents

Here are some helpful resources for the 2018 Solar Tax Credit.

Please click on the following links for the documents.

If you have any questions about the preparation of these tax forms or how the credit applies to your specific tax situation, please contact your tax adviser or seek qualified tax assistance. Luminalt is not a tax adviser.

If you had a battery system installed by Luminalt, it is designed to meet the requirements of the Solar Tax Credit provided it is paired with solar.

If you need another copy of your final receipt from Luminalt, please email admin@luminalt.com or call the office on (415) 641-4000.

Please be advised that the Solar Tax Credit drops to 26% beginning January 1st 2020 and is phased out over the next several years.

California’s Solar Panel Mandate on All New Homes Starting in 2020

On Wednesday May 9th, California became the first US state to require solar panels on new homes, starting in 2020.

Check out some of the media coverage on this topic, featuring our very own installers Pam Quan and Walter Morales!

NPR – California Moves Forward With Plan To Require Solar Panels On New Homes

Post Gazette – California becomes the first state to mandate solar panels on all new homes

BBC – California becomes first US state to mandate solar on homes

Saudi Gazette – California becomes first US state to require solar panels on new homes

CleanPowerSF Begins Phase-In for Residential Customers with Solar

CleanPowerSF Begins Phase-In for Residential Customers with Solar

Across the Bay Area, local governments are establishing non-profit community choice aggregation programs (CCAs). CCAs purchase electricity and sell it to their customers through their investor owned utility (PG&E). The idea behind CCAs is that communities will have more control over the source of their electricity – for CleanPowerSF, those sources currently include wind in Solano County and solar at the Sunset Reservoir. CleanPowerSF will play a key role in San Francisco meeting its climate goals.

San Francisco launched its CCA, CleanPowerSF, last year. CleanPowerSF has been phasing in non-solar customers by supervisorial district. Solar customers in districts 5 and 8 will be phased in during the months of May, July, October and January based on their PG&E true up date. Solar customers in other districts who signed up for early enrollment in CleanPowerSF will be phased in on the same schedule.

All eleven supervisorial districts will be phased in over the next few years. You will be automatically enrolled in CleanPowerSF, unless you opt out. If you want to be enrolled before your district is scheduled to be phased in, you can sign-up for early enrollment. Learn more about CleanPowerSF by clicking through to www.cleanpowersf.org or call (415) 554-0773.

Answer these two questions to see if you will be auto enrolled in May:

  1. Do you have a solar system in Supervisor London Breed or Jeff Sheehy’s District?

       Find out what Supervisorial District you live in

     2. Does Your PG&E NEM True-Up Period End in March, April, May or            June?

      Find out when your True Up period ends:

  • Login to pge.com/MyEnergy to look at your most recent PG&E bill, or;
  • Call PG&E Customer Service at 1-800-743-5000 and ask “What’s my true-up date?”

If you answer Yes to both, you will be automatically enrolled in May, unless you opt out.

If you answer Yes to the first question, but No to the second, you will be automatically enrolled in CleanPowerSF according to the following schedule:

 

 

2016 Solar Tax Credit Documents

The federal government offers a 30% income tax credit to solar system owners. Luminalt is pleased to provide you with the information. The links below will take you to:

  • The tax form you or your tax adviser will need to complete and attach to your return
  • The manufacturer certificates the IRS requires you to keep with your tax records
  • Tax Code information
2016 Solar Tax Forms
2016 IRS Form and Instructions 5695 Residential Energy Credit
2016 IRS Form and Instructions 3648 Commercial Investment Tax

 

2016 Solar Electric Inverter Manufacturer’s Certificates
SMA – Coming soon
Enphase 
SolarEdge

 

2016 Solar Electric Panel Manufacturer’s Certificates
SunPower
Kyocera
LG – Coming soon

 

2016 Solar Thermal Collector Manufacturer’s Certificate
Heliodyne

 

Other Useful Information for You and Your Tax Preparer
Non-Residential Investment Tax Credit – Section 48 of the Internal Revenue Code as amended December 18, 2015
Residential Solar Tax Credit – Section 25D of the Internal Revenue Code as amended December 18, 2015
IRS Revenue Ruling on the Residential Solar Tax Credit

 

Please provide this information and your final receipt from Luminalt to your tax preparer.  If you need us to resend you your final receipt, please contact your Project Administrator or call us at (415) 641-4000.

Luminalt is not a tax adviser, please seek qualified tax advice.

 

2015 Solar Tax Credit Documents

The federal government offers a 30% income tax credit to solar system owners. Luminalt is pleased to provide you with the information. The link below will take you to:

  • The tax form you or your tax adviser will need to complete and attach to your return
  • The manufacturer certificates the IRS requires you to keep with your tax records
  • Tax code information
2015 Solar Tax Forms
IRS Form and Instructions 5695 Residential Energy Tax Credit
IRS Form and Instructions 3468 – Commercial Investment Tax Credit

 

2015 Solar Electric Inverter Manufacturer’s Certificates
SMA
Enphase Energy

 

2015 Solar Electric Panel Manufacturer’s Certificates
SunPower
Kyocera
LG
Suniva 

 

2015 Solar Thermal Collector Manufacturer’s Certificate
Heliodyne 

 

Other Useful Information for You and Your Tax Preparer
Non-Residential Investment Tax Credit – Section 48 of the Internal Revenue Code
Residential Solar Tax Credit – Section 25D of the Internal Revenue Code
IRS Revenue Ruling on the Residential Solar Tax Credit

 

Please provide this information and your final receipt from Luminalt to your tax preparer.  If you need us to resend you your final receipt, please contact elsie@luminalt.com or call Elsie at (415) 641-4000.

Luminalt is not a tax adviser, please seek qualified tax advice.

 

Have Solar? Getting Solar? PG&E Residential Rate Changes – What You Need to Do Before February 2016 Ends

If you have a solar system on your home or you want to install a solar system on your home, take action before the end of February 2016 to make sure you are on the best rate schedule. PG&E is making big changes to its residential time of use (“TOU”) rates. For an explanation of how TOU rates work with solar, click here.

Effective March 1, 2016 PG&E will:

  • close its solar friendly E-6 TOU rate schedule to new customers;
  • eliminate its even more solar friendly E-7 TOU rate schedule;
  • launch two new E-TOU rate plans – E-TOU-A and E-TOU-B – which are less beneficial to solar.

Note: If you are on E-8 a seasonal pricing rate plan which has been closed to customers for a number of years, you should have received a letter from PG&E letting you know that rate plan is being eliminated. If you have solar or want solar, consider moving to the E-6 rate before it closes to new customers.

Those on E-6 before the new TOU rate goes into effect will be allowed to remain on E-6 until January 1, 2023. If you are on E-6 you can stop reading this.

Should you switch to E-6 before it closes?

If you are not on E-6 and have a solar system or will be installing a solar system in the next year, now is the time to decide whether you should change your rate schedule to E-6.

E-6 is the most common time of use rate schedule for solar customers and is the most beneficial rate schedule for many who have solar. It may, however, not be the best rate schedule for you. Call PG&E at (877) 743-4112  to talk about your rate plan options and decide whether moving to E-6 is the best option for you.

Important information for those on E-7

E-7, a solar friendly TOU rate schedule which has been closed to new customers since 2008 will be eliminated. PG&E will be sending a letter out to those on E-7 in early February. PG&E will migrate customers on E-7 to E-TOU-A. If you are on E-7, consider changing your rate with PG&E to E-6. Customers on E-7 have until the end of February 2016 to change rate plans to E-6.

Comparison of E-7,  E-6, E-TOU-A and E-TOU-B Hours:

E-7 Hours
PEAK: noon to 6pm Monday through Friday, All Year
OFF-PEAK: all other hours

E-6 Hours
Summer (May 1 through October 31)
PEAK: 1pm to 7pm Monday through Friday
PARTIAL-PEAK: 10am to 1pm and 7pm to 9pm Monday through Friday
plus 5pm to 8pm Saturday and Sunday
OFF-PEAK: All other times, including Holidays
Winter (November 1 through April 30)
PARTIAL-PEAK: 5pm to 8pm Monday through Friday
OFF-PEAK: All other times, including Holidays

E-TOU-A
PEAK: 3pm to 8pm Monday through Friday
OFF-PEAK: All other times, including Holidays

E-TOU-B
PEAK: 4pm to 9pm Monday through Friday
OFF-PEAK: All other times, including Holidays

Holidays are on the legally observed day of each of the following: New Year’s Day, President’s Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day and Christmas Day.

PG&E Residential Time of Use Rates Changes Coming

“Upon the first day that Schedule E-TOU-A and E-TOU-B become available for enrollment in 2016, Schedule E-6 shall be closed to new customers.” – PG&E Settlement Agreement in A.13-04-014 adopted last week by the CPUC.

PG&E will be ending its solar friendly E-6 and E-7 time of use (“TOU”) rate schedules in 2016 and launching new TOU rate schedules. See the bottom of this post for a comparison of E-6, E-7 and the new E-TOU-A hours. The new E-TOU rate schedules are expected to be less beneficial for solar customers. For an explanation of how TOU rates work with solar, click here.

The exact date has not yet been set for the launch of the new TOU rates. We do know it will be in early 2016 and no later than June 1, 2016. We also know that you will not be able to go on E-6 once the new TOU rates are available to customers. That means you need to be on E-6 before the new TOU rates become available. In other words, when the new TOU rates go into effect, it will be too late to switch to E-6.

Those on E-6 before the new TOU rates go into effect will be allowed to remain on E-6 until January 1, 2023. If you are on E-6 you can stop reading this.

Should you switch to E-6 before it closes?

If you are not on E-6 and have a solar system or will be installing a solar system in the next year, now is the time to decide whether you should change your rate schedule to E-6.

E-6 is the most common time of use rate schedule for solar customers and is the most beneficial rate schedule for many who have solar. It may, however, not be the best rate schedule for you. Call PG&E at (800) 743-5000 to discuss your rate options and decide whether moving to E-6 is the best option for you.

Important information for those on E-7

E-7, a solar friendly TOU rate schedule which has been closed to new customers for a number of years, will be eliminated. PG&E will migrate customers on E-7 to E-TOU-A. If you are on E-7, consider changing your rate with PG&E to E-6. Customers on E-7 who have submitted an E-6 rate change request one month prior to the date on which E-6 is closed to new customers, will be allowed to move to E-6.

Comparison of E-7,  E-6  and E-TOU Hours:

E-7 Hours
PEAK: noon to 6pm Monday through Friday, All Year
OFF-PEAK: all other hours

E-6 Hours
Summer (May 1 through October 31)
PEAK: 1pm to 7pm Monday through Friday
PARTIAL-PEAK: 10am to 1pm and 7pm to 9pm Monday through Friday
plus 5pm to 8pm Saturday and Sunday
OFF-PEAK: All other times, including Holidays
Winter (November 1 through April 30)
PARTIAL-PEAK: 5pm to 8pm Monday through Friday
OFF-PEAK: All other times, including Holidays

E-TOU-A
PEAK: 3pm to 8pm Monday through Friday
OFF-PEAK: All other times, including Holidays

Holidays are on the legally observed day of each of the following: New Year’s Day, President’s Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day and Christmas Day.

PG&E Minimum Bill Increase to $10

PG&E is sending a letter to residential solar customers that it has increased the minimum bill charge to $10 effective September 1, 2015.

This change impacts every residential customer that receives electricity from PG&E, but is most noticeable to solar customers many of whom have been paying a $4.50 a month minimum bill.

Though not in the letter PG&E has sent out to solar customers, PG&E’s advice letter to the California Public Utilities Commission notes that the $10 minimum bill amounts will be applied to customers’ total bills initially. This will be familiar to those of us who have had solar that have been through a one year net metering cycle. More changes are ahead, when in early 2016, these minimum amounts will be applied to the delivery portion of customers’ bills.