HomeMy WebLinkAboutAppendices D and E tax credits
Survey and Evaluation Update
Iowa City
Central Business District
Prepared for
City of Iowa City
Iowa City Historic Preservation Commission
Prepared by
Alexa McDowell
AKAY Consulting
Minneapolis, Minnesota
October 2018
City of Iowa City
City Council
Mayor, Jim Throgmorton
Kingsley Botchway II
Rockne Cole
Susan Mims
Pauline Taylor
John Thomas
Mazahir Salih
Historic Preservation Commission
Chair, Ginalie Swaim
Thomas Agran
Cecile Kuenzli
Frank Wagner
Pam Michaud
Esther Baker
Zachariah Builta
Sharon DeGraw
GT Karr
Kevin Boyd
Gosia S. Clore
Neighborhood and Development Services
Bob Miklo, Senior Planner
Jessica Bristow, Historic Preservation Planner
Sylvia Bochner, Intern
Table of Contents
1.0 Introduction 01-02
Figure 01. Map of Project Survey Area Showing 2001 & 2018 Boundaries 02
2.0 Methodology 03-05
Table 01. National Register Listed Resources in the 2018 Survey Area 03-04
Table 02. National Register Listed Resources in Adjacency 04
2.1 Community Engagement 04-05
3.0 Development Overview 05-12
4.0 Summary of Findings and Recommendations 12-43
4.1 Standards of Evaluation 14
4.1.a Individually Eligible 16
4.1.b Contributing 17
4.1.c Non-Contributing 20
4.2 Statement of Findings 21-42
Table 03. Resource Evaluation Findings 22-35
Figure 02. Resource Map 36
4.2.a Individually Eligible 37
Table 04. Individually Eligible Resources 37-38
4.2.b Historic District Eligibility 38-39
Figure 03. Map of Proposed Historic District Boundaries -1 40
Figure 04. Map of Proposed Historic District Boundaries - 2 41
4.2.c. Historic Preservation Overly Zones 42
4.3 Recommendations 42-43
5.0 Historic Preservation Incentives 44
5.1 Historic Tax Credit Programs 44
5.1.a Iowa Historic Tax Credit Program 50
5.1.b Federal Historic Tax Incentive Program 50
5.1.c Iowa Historic Property Temporary Tax Exemption Program 51
5.2 City of Iowa City Programs 51
5.2 a Tax Increment Financing 51-52
5.3 Iowa Downtown Resource Center Programs 52
5.1.a Main Street Iowa 52
5.1.b Model Communities 52
5.1.c Workforce Housing Tax Credits 52
List of Tables
Table 01. National Register Listed Resources in 2018 Survey Area 03
Table 02. National Register Listed Resources Adjacent to 2018 Survey Area 04
Table 03. Resource Evaluation Findings 22
Table 04. Individually Eligible Resources 37
List of Figures
Figure 01. Map of Project Survey Area – 2018 36
Figure 02. Map of Proposed Historic District Boundaries 40
Figure 03. Map of Proposed Historic District Boundaries Without Urban Renewal 41
List of Images
Image 01. Franklin Printing – 115 S. Dubuque Street – 1856 06
Image 02. View of west side of S. Dubuque with 1870s era buildings 07
Image 03. The Airliner – 22 S. Dubuque Street – ca.1877/1950 08
Image 04. Englert Theatre – 221 E. Washington Street – 1913 09
Image 05. Kresge’s – 119-123 E. Washington Street – 1930 10
Image 06. Eldon Miller Building (Gabe’s) – 330 E. Washington Street – 1955 11
Image 07. Carnegie Public Library – 309 E. College Street – 1903 15
Image 08. Coast & Sons – 10-14 S. Clinton Street – 1895 18
Image 09. Things & Things & Things – 130 S. Clinton Street – 1970 19
Image 10. Commercial Building – 112 E. College Street – ca.1915 20
Image 11. Historic Image – E. College Street – ca.1915 21
Image 12. Before: Letts-Fletcher Company Warehouse, Marshalltown - 2011 45
Image 13. After: Letts-Fletcher Company Warehouse, Marshalltown - 2011 45
Image 14. Before: Barton-Ford Motor Company Building, Cedar Rapids – 2014 47
Image 15. After: Barton-Ford Motor Company Building, Cedar Rapids – 2016 47
Image 16. Before: Barton-Ford Motor Company Building – Interior – 2014 48
Image 17. After: Barton-Ford Motor Company Building – Interior – 2016 48
Image 18. After: Iowa State Bank & Trust – 102 S. Clinton – 2018 49
Appendices
Appendix A. 2018 Survey Resource Table and Maps
Appendix B. Updated Multiple Property Documentation Form “Architectural and Historical
Resources of the Central Business District, 1856-1984”
Appendix C. Project Presentations
Appendix D. Iowa Historic Tax Credit Program
Appendix E. Federal Historic Tax Credit Program
Appendix F. Secretary of the Interior’s Standards for the Treatment of Historic Properties
Appendix G. Jan Olive Nash,“Iowa’s Main Street Commercial Architecture,” MPD, 2002.
Appendix D
• Iowa Historic Tax Credit Program
https://www.iowaeconomicdevelopment.com/Community/HistDistrict
https://iowaculture.gov/history/preservation/tax-incentives
RETAINING THE HISTORICAL CHARACTER OF
BUILDINGS
This program offers tax credits to developers who sensitively rehabilitate historic
buildings to offer them new life. Iowa offers this tax credit program to ensure character-
defining features and spaces of buildings are retained to help create distinct and
vibrant communities.
State income tax credit of up to 25% of the qualified rehabilitation expenditures
associated with the project
“Qualified rehabilitation expenditures” or “QREs” means the same as defined in
Section 47 of the Internal Revenue Code
QREs generally include expenditures related to structural components of the
building and some soft costs that would normally be charged to a capital
account
QREs do not include expenditures financed by federal, state or local government
grants or forgivable loans unless otherwise allowed under Section 47 of the
Internal Revenue Code
Tax credits are transferable
Tax credits may be refunded or carried forward for five years or until depleted,
whichever is earlier
Eligibility
Building must be historically significant by meeting at least one of the following
criteria:
Building is listed on the National Register of Historic Places or determined by the
HISTORIC PRESERVATION TAX
CREDIT PROGRAM
staff at the State Historic Preservation Office to be eligible for listing
Building is contributing to the significance of a historic district that is listed on or
eligible to be listed on the National Register of Historic Places
Building is designated as a local landmark by city or county ordinance
Barn constructed before 1937 OR a barn that is listed on or eligible for listing on
the National Register of Historic Places
Project must include substantial rehabilitation, meeting one of the following criteria
If building is a commercial building, qualified rehabilitation expenditures must
equal at least 50% value of the building (excluding land) before rehabilitation or
$50,000, whichever is less
If building is a non-commercial building, qualified rehabilitation expenditure
must equal at least 25% of the assessed value of the building (excluding land)
before rehabilitation or $25,000, whichever is less
Rehabilitation must meet the federal Secretary of the Interior’s Standards for
Rehabilitation
Only an eligible taxpayer may apply for the state tax credit
An “eligible taxpayer” is defined as the fee simple owner of the property or
someone having a long-term lease, which meets the requirements of the federal
rehabilitation credit
Applicant may be a nonprofit but may not be a governmental body
How to Apply
Applications will be accepted through www.iowagrants.gov
Registration applications for small projects (projects with qualifying expenses less
than $750,000) are accepted on an ongoing basis
Registration applications for large projects (projects with qualifying expenses over
$750,000) are typically accepted twice per year
The next registration round for large projects will be October 1- October 22, 2018
External Links
Large Project Registration Webinar Recording
Appendix E
• Federal Historic Tax Credit Program
Introduction to
Federal Tax Credits
for Rehabilitating Historic Buildings
Main Street
Commercial Buildings
• Do you own a commercial building located in a historic district?
• Does it need to be fixed up?
• Will it be used for a business or rental housing?
If you answered YES to all three questions, then you should be aware of a program that offers significant federal tax incentives
for rehabilitating historic buildings.
The Program
Administered by the National Park Service in conjunction
with State Historic Preservation Offices (SHPO), the Federal
Historic Preservation Tax Incentives program offers a
20% federal tax credit for qualified rehabilitation expenses.
Thousands of property owners across the country have
already utilized these tax incentives to rehabilitate historic
commercial buildings and similar properties.
Why does the program exist?
Recognizing the importance of preserving our building
heritage and the need to encourage the rehabilitation of
deteriorated properties, Congress created in 1976 federal tax
incentives to promote historic preservation and community
revitalization. These tax incentives have successfully spurred
the rehabilitation of historic structures of every period, size,
style, and type.
Tax Credit Basics
• In general, a tax credit is a dollar-for-dollar reduction in
the amount of taxes you owe.
• The amount of credit under this program equals 20% of
the qualifying costs of your rehabilitation.
• A project must be “substantial” in that your qualifying
rehabilitation expenses must exceed the greater of $5,000
or the adjusted basis of the building.
• Your building needs to be certified as a historic structure
by the National Park Service.
• Rehabilitation work has to meet the Secretary of the
Interior’s Standards for Rehabilitation as determined by
the National Park Service.
The process is straight-forward, and the tax savings can be
significant. For example, a property owner planning a project
estimated to cost $60,000 could realize a tax credit of $12,000
on their federal income taxes.
Applicants are encouraged to consult their accountant or tax
advisor to make sure that this federal tax credit is beneficial to
them. For additional information on the Historic Preservation
Tax Incentives visit the website of the National Park Service
at www.nps.gov/tps/tax-incentives.htm.
National Park Service
U.S. Department of the Interior
Technical Preservation Services
Monroe, MI 1910. Awnings were a prominent building feature on
many of America’s Main Streets. Photo: Walter P. Reuther Library,
Wayne State University.
First: Does your building contribute to a historic
district recognized by the National Park Service?
The easiest way to determine if your building is located in
a historic district is to contact your local historic district
commission, municipal planning office, or State Historic
Preservation Office (SHPO). Recognized historic districts,
for purposes of federal tax credits, include those listed in
the National Register of Historic Places (maintained by the
National Park Service) and certain local historic districts that
are certified by the National Park Service. Over one million
buildings are already listed in the National Register, either
individually or as part of historic districts.
If your property is located in one of these districts, it still must
be designated by the National Park Service as a structure that
contributes to the historic character of the district and thus
qualifies as a “certified historic structure.” Not every building
in a district is contributing. For example, when historic districts
are designated, they are usually associated with a particular
time period, such as “1820 to 1935.” In this case, a building
constructed in 1950 would not contribute and would not be
eligible for a 20% rehabilitation tax credit. Within this same
district, an 1892 building might not contribute to the historic
character if it was almost completely changed in the 1950s.
Second: Will your rehabilitation be “substantial”?
The cost of a project must exceed the greater of $5,000 or
the building’s adjusted basis. The following formula will
help you determine if your project will meet the substantial
rehabilitation test:
A - B - C + D = adjusted basis
A = purchase price of the property
B = the part of the purchase price attributed to the land cost
C = depreciation taken for an income-producing property
D = cost of any capital improvements made since purchase
For example, Mr. Dillon has owned a downtown building for
a number of years. He originally purchased the property for
$150,000, and of that purchase price $40,000 was attributed to
the cost of the land. Over the years, Mr. Dillon has depreciated
the building for tax purposes by a total of $60,000. He
recently replaced the roof at a cost of $8,000. Mr. Dillon’s
adjusted basis would be $58,000. Since he intends to spend
$60,000 to fix a leaking basement wall; upgrade the heating/air
conditioning systems; and repair the deteriorated storefront,
the rehabilitation would qualify as a substantial project. If
he completes the application process and receives approval,
Mr. Dillon will be eligible for a 20% credit on the cost of his
rehabilitation, or a $12,000 credit.
Three Steps
to Determine if a Project is Eligible for Tax Credits
Some expenses associated with a project may not qualify for
the tax credit, such as an addition off the back of the building,
new kitchen appliances, or paved parking.
Third: How does your project become “certified”?
To qualify for the tax credits you need to complete a 3-part
application. In Part 1 of the application, you provide
information to help the National Park Service determine if
your building qualifies as a “certified historic structure.” In
Part 2, you describe the condition of the building and the
planned rehabilitation work. The proposed work will be
evaluated based on the Secretary of the Interior’s Standards
for Rehabilitation – a set of 10 widely accepted standards of
practice for historic preservation. Part 3 of the application is
submitted after completion of the project and is used by the
National Park Service to certify that the project as completed
meets the Standards and is a “certified rehabilitation.”
The three parts of the application should be completed in
order. You will need to submit 2 copies of each part to your
SHPO. One copy will be forwarded by the SHPO with a
recommendation to the National Park Service, which will
issue the final decision for each part of the application. You
are strongly encouraged to submit Part 2 before beginning
work, because if your initial project proposal does not meet
the Standards, you still have the opportunity to modify the
plans and avoid incompatible work.
To learn more about the Standards, visit the National Park
Service website at www.nps.gov/tps or contact your State
Historic Preservation Office (SHPO).
Retaining historic character: The historic tin ceiling was retained
during the rehabilitation for this Main Street clothing store.
The Application
The Historic Preservation Certification Application (NPS Form 10-168) consists of 3 parts. This form can be downloaded
from the web at www.nps.gov/tps/tax-incentives/application.htm.
Part 1 of the application is a request to obtain a determination by the National Park Service that your building is a “certified
historic structure.” You will need to describe the physical appearance of the exterior and interior of the building, submit
photographs, and provide a brief narrative on its history and significance to the historic district in which it is located. Part of
this information is likely contained in the National Register Nomination for the district, which should be available from your
local historic district commission, municipal planning office, or SHPO.
The photograph above shows the building
described in the sample application prior to the
rehabilitation work. Below left, the building is
shown after its successful rehabilitation.
Fill out this form until all aspects of your project
are fully described. Be sure to indicate details
like proposed finishes (drywall, plaster, etc.) and
planned methods of repair.
HISTORIC PRESERVATION CERTIFICATION APPLICATION
PART 2 – DESCRIPTION OF REHABILITATION
Property name NPS Project Number
Property address
5. Detailed description of rehabilitation work Reproduce this page as needed to describe all work or create a comparable format with this information.
Number items consecutively to describe all work, including building exterior and interior, additions, site work, landscaping, and new construction.
Number Feature Date of Feature
Describe existing feature and its condition
Photo numbers Drawing numbers
Describe work and impact on feature
Number Feature Date of Feature
Describe existing feature and its condition
Photo numbers Drawing numbers
Describe work and impact on feature
Houseal Building
316 Main Street, City, State
1 Brick Facade 1890
The building is constructed of red brick. It has been painted white sometime after the period of
significance for the district. There is some brick spalling and a number of degraded mortar joints.
The parapet cap was covered in Portland cement in a prior rehabilitation; there is some brick
damage.
1-4 A-1
The paint will be removed from the brick following the guidance found in Preservation Brief 1:
Assessing, Cleaning, and Water–Repellent Treatments for Historic Masonry Buildings, using the
gentlest means possible. The mortar joints will be repaired using a mortar that matches the
composition and appearance of the historic. All work will be done in accordance with the
guidance found in Preservation Brief 2: Repointing Mortar Joints in Historic Masonry Buildings.
Any replacement bricks required for repairs will match the historic appearance. The Portland
cement and top course of brick will be removed; a new brick course and copper parapet cap will
be installed.
2 Storefront c. 1960
The storefront system is a replacement consisting of two symmetrical recessed entrances with
large plate glass display windows set in aluminum frames. Metal siding encases the bulkhead
and columns. The entrances are paired aluminum and glass doors. There is a canvas awning
across the width of the building.
1-4, 7, 8 A-1, A-1.2
This current storefront system will be replaced with a more historically compatible storefront. The
brick bulkhead will be restored and a wooden storefront system that includes a transom will be
installed. The two recessed entries will be retained in form. The paired doors will be replaced
with a single wide glass door set in a wood frame. A new smaller retractable awning will be
installed in a manner to reveal the decorative belt course above.
HISTORIC PRESERVATION CERTIFICATION APPLICATION
PART 1 – EVALUATION OF SIGNIFICANCE
Property name NPS Project Number
Property address
5. Description of physical appearance
Date of construction Source of date
Date(s) of alteration(s) Source of date
Has building been moved? no yes, specify date
6. Statement of significance
7. Photographs and maps. Send photographs and map with application.
Houseal Building
316 Main Street, City, State
The Houseal Building is a symmetrical two-story painted brick commercial building. The display windows are large
plate-glass windows set in aluminum frames and have a metal-sided bulkhead. Each storefront has a recessed
entry, with a pair of glass and aluminum doors circa 1960.
The segmented arched window openings on the second floor have had their sashes removed some time ago and
have been boarded up with plywood. There is a simple three brick course cornice with a tall parapet wall. Above
the cornice, “HOUSEAL BUILDING” is applied in painted wood letters.
The first floor interior consists of one large open space with structural posts running down the middle of the room,
and an enclosed bathroom in the back right corner. It has wood floors and plaster walls. A dropped ceiling system
obscures the original pressed metal still in place. A staircase along the left wall provides access to the second floor.
The second floor interior has deteriorated due to water damage and has warped wood floors and plaster falling off
the brick walls. Two rows of structural posts run from the front of the building to the rear and evidence indicates
that there were historically two residential or office spaces separated by a central hallway.
c. 1890 City Directories, Sanborn Fire Insurance Maps
Late 1940’s, 1960’s
The Houseal Building, a contributing building to the Downtown Historic District, is representative of the town's late
19th century commercial development and is within the district's period of significance, which ends in 1942. The
building retains both its integrity of materials and historic form. The addition of aluminum doors and display
windows occurred outside the period of significance of the district.
Part 2 of the application is where you describe the condition of the building prior to rehabilitation and the proposed work.
Three forms of information are needed: a description or narrative for each main building feature (see sample left, below);
ample photographs showing the condition and views of the property prior to beginning work (exterior and interior as well
as the surrounding site); and architectural plans or drawings that include existing floor plans and proposed changes. If no
work is planned for a major feature (such as windows, roof, 2nd floor plan, etc.), include a statement to that effect in the
application and still provide photographs.
You are strongly encouraged to submit Parts 1 and 2 during the early planning stages of the project. This provides the
opportunity to make changes with minimal inconvenience or additional expense if some aspect of the work is determined
not to meet the Standards for Rehabilitation. Completing work without Part 2 approval may result in incompatible work and
denial of your project.
Part 3 of the application is a Request for Certification of Completed Work. This is a presentation of the finished rehabilitation
and, once approved by the National Park Service, serves as documentation to the Internal Revenue Service that your project is
a “certified rehabilitation.” Approval of the Part 3 application is a condition for obtaining federal rehabilitation tax credits.
Material and information to provide in your application
include:
• historic district map
• site plan
• photographs
• floor plans
• elevation drawings (if exterior changes are planned)
On a copy of the historic district map, indicate where your
building is located.
Photographs are essential in conveying what the building
looks like prior to your rehabilitation. Think of the pictures as
providing a “virtual tour” of your property. Include pictures
showing each exterior side, the building’s relationship to
surrounding structures, and close-ups of such primary
exterior features as display windows, doors, and other
character-defining features. On the interior, provide views
of the main spaces on each floor, and include details like
decorative ceilings, stairs, interior doors, and window trim.
Document deteriorated conditions, such as crumbling
brickwork or water stained plaster.
Number each photograph on the back and write the building’s
address and a brief description of the image. Include a floor
plan with the number of each photograph and an arrow
pointing in the direction it was taken. Please indicate if the
image is pre- or post-rehabilitation.
Elevation drawings often will be needed where major
changes to the exterior of the building are planned. For
example, a drawing should show the size, design, and details
of a proposed new storefront. Floor plans of the existing
room layouts are important and, where changes are proposed,
floor plans showing the new layout are needed as well.
Supplemental material may also be helpful in describing your
project. For example, product literature or a simple sketch
might best detail a new side entrance door.
Remember that the SHPO and National Park Service
reviewers who will be evaluating the application will probably
be seeing your building for the first time through the material
you provide. Your application should communicate: (a) the
appearance of the building prior to beginning work; (b) the
building’s condition on both the interior and the exterior
prior to work; and (c) your proposed rehabilitation work.
Photo Documentation
Good quality photos (4 x 6 or larger) are needed.
If using digital images, print in high-resolution on
photo quality paper. Images printed on regular copy
paper are discouraged due to the general lack of
clarity and detail.
Label and number each photo and reference it in the
application. In addition, key the picture to a floor
plan with an arrow indicating the direction in which
it was taken.
Photo 3, Pre-Rehab
2147 Hamilton Rd.
City, State
Front facade with cornice
detail and mismatched mortar
used in earlier repointing.
Example: Photo and label on reverse side.
Describing Your Project
Besides the storefront, windows on the upper floors and
the roof cornice usually help define the historic character
of small commercial buildings. Repair historic windows
when possible, adding exterior or interior storm windows as
needed. If the historic windows are beyond repair, suitable
replacements are ones that match the appearance and
materials of the old units.
Depending on the level of historic integrity, the interiors
of Main Street commercial buildings on both the upper
and lower floors often contribute to the historic character
through their historic spaces, features, and/or finishes. Main
Street buildings typically had a large open floorplan on all or
part of the first floor, making it easily adaptable to numerous
uses. While retaining the open plan is recommended, it may
be possible to divide portions of the space, provided the
sense of openness is preserved. Many commercial buildings
retain their historic decorative ceilings, such as pressed
metal, and their finished walls. These finished appearances
should not be dramatically altered. Throughout the building
avoid the removal of plaster to expose masonry walls or
removing a pressed metal ceiling to expose the above floor
joists. In most cases, mechanical ductwork is best concealed,
rather than being left exposed, since exposed mechanicals
can visually impact a historic space. Where ducts must be
exposed, they should be painted to blend in with the ceiling.
When more floor space is needed, it is often possible to
add to the rear of Main Street buildings and still qualify
as a “certified rehabilitation.” Rooftop additions to most
small commercial buildings are not appropriate. While
costs associated with new additions are not eligible for
the rehabilitation credit, the work is still reviewed by the
National Park Service.
The Historic Rehabilitation Tax Credit Program was created to
encourage the rehabilitation and re-use of historic structures
while preserving the historic character of individual buildings
and districts. Many historic districts in small towns and
cities have Main Streets of small shops and other commercial
buildings, typically one to four stories high. The variety of
architectural styles reflects the popular taste of different eras
and the image an entrepreneur wanted to project.
The commercial storefront is usually one of the most significant
elements of a Main Street building. In its simplest form, a
storefront traditionally consisted of several display windows in
a wood or metal frame, set above a bulkhead and below a glass
transom, and an entranceway to the store on the first floor. It
was also common for a second doorway to be located on one
end of the storefront to provide access to the floors above. A
sign and a canopy or awning often embellished the storefront.
When the historic storefront has survived largely unaltered, it
should be repaired whenever possible, rather than replaced,
in order to preserve both the historic appearance and historic
materials. Similarly, a later storefront installed during the
historic district’s period of significance that may have acquired
significance in its own right should be repaired. Where the
existing storefront is not significant or has deteriorated beyond
repair, the following guidance applies, in most cases, when
designing a compatible replacement (for further guidance see
Preservation Brief 11: Rehabilitating Historic Storefronts):
• Relate the new storefront to the design of the building.
• Correctly proportion display windows so as to consist
predominantly of glass, typically with a transom above
and bulkhead below.
• Retain, where possible, the location of the historic
storefront entrances and any separate outside entrance
to the upper floors. Duplicate the historic doors or
replace with doors that are sized to the opening. (This
usually requires a custom-made door to achieve the
necessary height and width; avoid doors that have a
residential appearance.)
• Ensure that replacement storefronts that aim to
recapture the historic design are finished so as to be
consistent with the historic appearance.
• With non-historic or replacement storefronts of a
compatible design, avoid unpainted wood surfaces as
well as in most cases bright metallic or bronze anodized
metal finish.
• Design and attach signage and any canopies in a
manner so as to avoid damage to the historic material
and to be compatible with the features and appearance
of the building facade.
Rehabilitating Your Main Street Building
Drawing courtesy of Winter & Company
Transom
Display Windows
Bulkhead
Storefront Cornice
Recessed Entry
Arched Head Windows
Building Cornice
Typical Storefront Details
This booklet was prepared by Daniel Bruechert, Technical Preservation Services Branch, Heritage Preservation Service, National Park Service, with
the assistance of Charles Fisher, National Park Service. Thanks are extended to Elizabeth Creveling and Jennifer Parker of the National Park Service
for their collaboration and Michael Auer for his review. All photographs are from National Park Service files unless otherwise indicated.
First-time user guides for owners of small buildings interested in the federal rehabilitation tax credits are prepared pursuant to the National
Preservation Act, as amended, which directs the Secretary of the Interior to develop and make available information concerning the preservation of
historic properties. This and other guidance on rehabilitating small buildings can be found on our web site at www.nps.gov/tps.
Revised 2012
How is a tax credit different from a deduction?
A tax credit usually saves you more in income tax. Unlike a
deduction, which reduces your taxable income, a credit is a
dollar-for-dollar reduction in the amount of taxes you owe.
Can I receive federal tax credits for fixing up my personal
residence?
In general, the tax credits are not available for rehabilitating
your personal home. If you live in the upper floor and rent
out the first floor, the money spent on rehabilitating the
rental portion can be used, provided you meet the adjusted
basis test. Contact your State Historic Preservation Office
(SHPO) to determine the availability of any state credits or
other tax incentives for personal residences.
If I have already begun my project, is it too late to get
the credit?
As long as your building is in a registered historic district and
you submit your Part 1 of the application prior to completing
the project, then you may apply for the tax credits. However,
you are strongly encouraged to submit rehabilitation plans
(Part 2 of the application) prior to construction. In doing so,
you ensure that any required changes are identified early
and the resulting cost and inconvenience are minimized.
Can anyone help me through this process?
Help is available through a variety of resources. SHPOs and
local historic preservation organizations, including state
or local Main Street programs, are the best place to begin
if you have questions. Advice is available on the National
Park Service website (www.nps.gov/tps/) or through many
SHPO websites. Some people choose to hire a professional
consultant, but for most small Main Street projects owners
complete the process themselves.
How long does it take to get approval of my proposed
project?
You should submit your rehabilitation plans (Part 2 of the
application) well in advance of beginning work – many states
recommend six months prior – to allow time if additional
information is needed by the SHPO or National Park Service.
When original submittals contain sufficient information,
reviews by the NPS are generally completed in 30 days, once
received from the SHPO.
When can I claim the tax credit?
A credit may be claimed in the same year the building
is placed in service. Where the building is never out of
service, the credit is usually taken in the year in which the
rehabilitation is completed.
How are the Federal and local reviews different?
Local commissions develop their own guidelines that are
particular to the district and the community’s preservation
goals. Under the Federal tax credit program, the Secretary
of the Interior’s Standards for Rehabilitation are applied
uniformly to projects from across the country. Work on
both the exterior and the interior of a building is reviewed
by the SHPO and NPS, while local review commissions
generally only consider exterior work.
Are there any application fees?
It depends on the cost of your project. For information on
current fees, visit our web site at www.nps.gov/tps/tax-
incentives/application-process.htm.
To locate your State Historic Preservation Office visit www.
ncshpo.org
Approval by the National Park Service for purposes of federal tax
credits is a separate and different process from that of approval
by a local architectural review commission for purposes of
obtaining a certificate of appropriateness.
Frequently Asked Questions