How to Install a Water Heater Expansion Tank in 7 Steps

To install a water heater expansion tank, first turn off the water supply and drain the water heater, then connect the expansion tank to the cold water line using a T-fitting, ensuring proper alignment and sealing with Teflon tape, and finally, restore the water supply and check for leaks.

A water heater expansion tank is a small but crucial component that protects your plumbing system from excessive pressure. When water heats up, it expands, and without a proper outlet, this can strain pipes, valves, and even the water heater itself. This guide will walk you through the complete installation process.

Water heater expansion tank installation step-by-step guide.

Why You Need an Expansion Tank

In closed plumbing systems (where a check valve or backflow preventer exists), thermal expansion has nowhere to go. This creates dangerous pressure spikes that can:

  • Damage water heater components
  • Cause leaks at pipe joints
  • Trigger the temperature-pressure relief (TPR) valve unnecessarily

Many building codes now require expansion tanks, especially for tankless systems. Even if not mandated, they’re recommended for all water heaters. For more on system types, see our guide on direct vent vs power vent water heaters.

Tools and materials for installing a water heater expansion tank.

Tools and Materials Needed

Tools Materials
Pipe wrench Expansion tank (properly sized)
Channel-lock pliers 3/4″ copper tee fitting
Teflon tape Copper pipe (short sections)
Drill with bits Mounting straps/brackets
Soldering equipment (if not using push-fit) Dielectric union (if connecting dissimilar metals)

Step-by-Step Installation Guide

1. Shut Off Water and Power

Turn off the main water supply to your home. For electric water heaters, shut off power at the breaker. For gas units, turn the gas control valve to “pilot” or shut off the gas supply line.

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2. Drain Some Water

Open a hot water faucet somewhere in the house to relieve pressure. Drain about 2-3 gallons from the water heater using the drain valve.

3. Choose Installation Location

The ideal spot is on the cold water supply line, within 6 feet of the water heater inlet. It can be mounted vertically or horizontally, but vertical is preferred when possible.

4. Install Tee Fitting

Cut into the cold water line and install a 3/4″ copper tee. Use either:

  • Sweat-soldered connections (most permanent)
  • Push-fit fittings (easiest for DIY)
  • Threaded fittings (if pipes are already threaded)

5. Mount the Expansion Tank

Secure the tank to wall studs or blocking using manufacturer-supplied straps. Position it so the connection points align with your tee fitting. For more on proper water heater setup, see our parallel water heater installation guide.

6. Make the Connections

Wrap male threads with Teflon tape (4-6 wraps). Connect the tank to the tee using a short section of pipe. Install an isolation valve if desired for future maintenance.

7. Restore Water and Test

Slowly turn water back on and check for leaks. Open hot water faucets to purge air. Turn power/gas back on. Monitor system pressure – it should stabilize between 40-80 psi.

Expansion Tank Maintenance

To ensure proper operation:

  • Check air pressure annually (should match incoming water pressure)
  • Listen for waterlogged tanks (should sound hollow when tapped)
  • Watch for leaks at fittings
  • Replace every 5-7 years or if diaphragm fails

For more on water heater maintenance, check our article on anode rod replacement.

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Common Installation Mistakes

Incorrect Sizing

Tanks that are too small won’t handle expansion volume. Follow manufacturer sizing charts based on:

  • Water heater capacity
  • Incoming water pressure
  • Maximum temperature setting

Poor Location

Avoid installing:

  • Too far from water heater (reduces effectiveness)
  • In inaccessible spots (hinders maintenance)
  • Without proper support (can stress pipes)

Improper Pressure

Pre-charge pressure must match household water pressure. Use a tire gauge to check and adjust (via Schrader valve) before installation. According to This Old House, mismatched pressure is the leading cause of premature failure.

When to Call a Professional

Consider hiring a plumber if:

  • Your plumbing system uses uncommon materials (PEX, CPVC, etc.)
  • You’re uncomfortable soldering copper pipes
  • The installation requires complex rerouting of pipes
  • You need to adjust household water pressure

For more complex systems like tankless water heaters with recirculation pumps, professional installation is often recommended.

Joye
Joye

I am a mechanical engineer and love doing research on different home and outdoor heating options. When I am not working, I love spending time with my family and friends. I also enjoy blogging about my findings and helping others to find the best heating options for their needs.