Fill Out a Valid Wisconsin Homestead Credit Template Edit Form Online

Fill Out a Valid Wisconsin Homestead Credit Template

The Wisconsin Homestead Credit form is designed to help eligible residents reduce their property tax burden or receive a credit based on their rent payments. This form assesses your household income, residency status, and other qualifying factors to determine your eligibility. If you think you might qualify, consider filling out the form by clicking the button below.

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The Wisconsin Homestead Credit form is an essential tool for eligible residents seeking financial relief on property taxes or rent. Designed for those who meet specific criteria, this form requires personal information, including the claimant's and spouse's legal names and Social Security numbers. It also asks about residency status, age, and income, helping determine eligibility for the credit. Applicants must provide details about their living situation, such as whether they own a home or rent, along with their household income. The form includes sections for reporting various types of income and calculating the total household income, which is crucial for determining the amount of credit available. Additionally, it guides users through steps for calculating property taxes or rent paid, ensuring they can maximize their potential benefits. Completing the form accurately is vital, as it requires signatures and declarations under penalties of law, emphasizing the importance of honesty in the application process. Understanding these components can help residents navigate the process more effectively and access the financial support they deserve.

Listed Questions and Answers

  1. What is the Wisconsin Homestead Credit?

    The Wisconsin Homestead Credit is a program designed to provide property tax relief to eligible homeowners and renters. This credit helps lower the property tax burden for those who meet specific income and residency requirements. If you qualify, you may receive a credit that can significantly reduce your tax liability.

  2. Who is eligible to apply for the Homestead Credit?

    To qualify for the Homestead Credit, you must meet several criteria. You must be a legal resident of Wisconsin for the entire year, have an income below a certain threshold, and either own your home or rent. Additionally, if you are under 18 years old or claimed as a dependent on someone else’s tax return, you do not qualify. Age and disability status can also affect eligibility.

  3. How do I apply for the Homestead Credit?

    Applying for the Homestead Credit involves filling out the H-EZ form. You’ll need to provide your personal information, including your Social Security number, and details about your income and residency. Make sure to attach any necessary documentation, such as rent certificates or property tax bills. Once completed, mail the form to the Wisconsin Department of Revenue.

  4. What information do I need to gather before applying?

    Before filling out the application, gather your income information, including wages, interest, and any other taxable income. If you are a renter, have your rent certificate ready. Homeowners should have their property tax bill on hand. Additionally, you’ll need to provide your age and, if applicable, your spouse’s age, as well as any information related to dependents.

  5. When is the deadline to apply for the Homestead Credit?

    The deadline to submit your application for the Homestead Credit typically coincides with the tax filing deadline. For most taxpayers, this means you should submit your claim by April 15 of the year following the tax year you are claiming. However, if you need to amend your return, you can check the specific guidelines for that process.

  6. How is the credit amount calculated?

    The amount of credit you may receive is based on your household income and property taxes or rent paid. There are specific calculations outlined in the form that take these factors into account. Generally, the credit is capped at a certain amount, so if your calculated credit exceeds this cap, you will only receive the maximum allowed credit.

  7. What if I made a mistake on my application?

    If you realize that you made an error on your application, you can file an amended return. It's important to correct any mistakes as soon as possible to avoid potential penalties or delays in receiving your credit. Follow the instructions provided with the form for making amendments, and ensure that all corrected information is accurate.

Key takeaways

  • To qualify for the Wisconsin Homestead Credit, you must be a legal resident of Wisconsin for the entire year.

  • Applicants must provide their social security numbers, as well as those of their spouses if applicable.

  • Age is a critical factor; individuals under 18 do not qualify for the credit.

  • If both you and your spouse are under age 62, you must indicate if either is disabled to determine eligibility.

  • Positive earned income is necessary for qualification; if neither you nor your spouse had earned income, the credit cannot be claimed.

  • Household income must be calculated accurately, without using commas or cents, to ensure proper evaluation.

  • Renters must provide a rent certificate or property tax bill as part of the application process.

  • When calculating the credit, homeowners need to report net property taxes, while renters need to calculate their rent based on whether heat is included.

  • After completing the form, ensure it is signed and dated by both the claimant and spouse, if applicable, to validate the claim.

Document Overview

Fact Name Description
Form Title The form is officially known as the H-EZ Wisconsin Homestead Credit.
Eligibility Criteria To qualify, the claimant must be a legal resident of Wisconsin for the entire year of 2021.
Age Requirement Claimants must be at least 18 years old by December 31, 2021, to qualify for the credit.
Income Limit The household income must be less than $24,680 to be eligible for the homestead credit.
Disability Consideration If both the claimant and spouse are under age 62, disability status is considered for eligibility.
Dependent Status Claimants cannot be claimed as dependents on another person's federal tax return for 2021.
Property Taxes Homeowners must provide their net property taxes for 2021 as part of the application.
Renters' Information Renters must submit a rent certificate to determine their eligibility based on rent paid.
Governing Law The Wisconsin Homestead Credit is governed by Wisconsin Statutes Section 71.54.

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Misconceptions

Understanding the Wisconsin Homestead Credit can be confusing. Here are some common misconceptions that people have:

  • Only homeowners can apply for the credit. This is not true. Renters can also qualify for the Wisconsin Homestead Credit, provided they meet certain income and residency requirements.
  • You must be 62 years old or older to qualify. While being 62 can help, younger individuals may qualify if they are disabled or have positive earned income.
  • All income counts against the credit. Not all income is included. Certain types of income, such as Social Security benefits and child support, do not count toward the income limit for the credit.
  • You cannot apply if you were claimed as a dependent. This is only partially true. If you were claimed as a dependent and are under 62, you do not qualify. However, if you are over 62, you may still be eligible.
  • Filing an amended return disqualifies you. Filing an amended return does not automatically disqualify you from the Homestead Credit. You can still apply if you meet the other requirements.
  • You need to have filed a tax return to apply. While filing a tax return can be helpful, it is not a strict requirement for applying for the Homestead Credit, especially for renters.
  • The credit is only for the current year. The Homestead Credit can apply to prior years as well, as long as you meet the qualifications for those years.

It is important to gather all necessary documents and understand your eligibility before applying. If you have questions, consider reaching out to a local tax advisor or the Wisconsin Department of Revenue for assistance.

Form Sample

CAUTION:

The 2022 Schedule H-EZ may not be

filed prior to January 1, 2023

H‑EZ Wisconsin homestead credit

Check here if

an amended return

2022

Claimant’s social security number

Spouse’s social security number

Check below then fill in either the name of the city,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

village, or town, and the county in which you lived

 

 

 

 

 

 

 

at the end of 2022.

 

 

 

 

 

 

 

 

 

 

Claimant’s legal last name

Claimant’s legal first name

 

 

M.I.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

Village

 

 

 

Town

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s legal last name

Spouse’s legal first name

 

 

M.I.

City, village,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or town

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current home address (number and street)

 

 

 

 

Apt. no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

County of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City or post office

 

State

 

Zip code

Special

 

 

 

(See page 10 of the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

conditions

 

 

 

Schedule H instructions.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 a What was your age as of December 31, 2022? (If you were under 18, you do not qualify for

 

 

homestead credit for 2022.)

1a

Fill in age

b What was your spouse’s age as of December 31, 2022?

1b

Fill in age

cIf you and your spouse were under age 62 as of December 31, 2022, were you or your spouse

disabled? (See instructions)

1c

 

Yes

 

dIf you and your spouse were not disabled, did you or your spouse have positive earned income

(see Schedule H instructions) in 2022? (If “No”, you do not qualify - see instructions)

1d

 

Yes

 

2 Were you a legal resident of Wisconsin from 1-1-22 through 12-31-22? (If “No,” you do not qualify.)

2

 

Yes

 

3Were you claimed or will you be claimed as a dependent on someone else’s 2022 federal income

tax return? (If “Yes” and you were under age 62 on December 31, 2022, you do not qualify.)

3

 

Yes

 

No

No No

No

ATTACH rent certificate or property tax bill

Household Income

Print numbers like this 

Not like this 

NO COMMAS; NO CENTS

4 Wisconsin income from line 7 of Form 1 (see instructions)

. . . . . . . . . . . . . . . . . . . . .

. 4

.00

5If not filing a 2022 Wisconsin return, fill in Wisconsin taxable income below.

a Wages

.00 + Interest

.00 + Dividends

.00 = . . .

5a

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

b Other taxable income (list type and amount)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5b

.00

c Medical and long-term care insurance subtraction. Enter as a negative number

. .

. . . . . .

5c

.00

6 Nontaxable income not included on line 4, 5a, or 5b above.

 

 

 

 

 

a Unemployment compensation

. . . . . . . . .

. 6a

.00

. . . . . . .b Social security, federal and state SSI, SSI-E, SSD, and CTS payments (see instructions) .

.00

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .c Railroad retirement benefits

. . . . . . . . .

. 6c

.00

d Pensions, annuities, and other retirement plan distributions

 

 

.

6d

 

.00

e Contributions to deferred compensation plans (see box 12 of wage statements)

 

 

.

6e

 

. . . . . . . . .

.00

. . . . . . . . . . . . . .f Contributions to IRA and SIMPLE plans

. . . . . . . . . . . . . . . . . . .

. . . .

. . . . . . . . .

. 6f

.00

g Interest on United States bonds and notes and state and municipal bonds

 

 

.

6g

 

. . . . . . . . .

.00

h Child support, maintenance payments, and other support money (court ordered)

 

 

.

6h

 

. . . . . . . . .

.00

. . .i Wisconsin Works (W2) payments, county relief, kinship care, and other cash public assistance .

6i

.00

7 a Add lines 4 through 6i (if less than the total of lines 8, 9a, and 9c, see instructions)

 

 

.

7a

 

. . . . . . . . .

.00

b Fill in number of qualifying dependents (do not count yourself or your spouse)

 

 

x $500 =

7b

.00

c Household income. Subtract line 7b from line 7a (if $24,680 or more, no credit is allowed)

 

 

.

7c

 

. . . . . . . . .

.00

I-015i

Mail to:
Wisconsin Department of Revenue PO Box 34
Madison WI 53786-0001
Caution:

2022 Schedule H-EZ

Name

SSN

Page 2 of 2

Taxes and/or Rent

Before completing this section, see instructions for taxes and/or rent (STEP 4). NO COMMAS; NO CENTS

8 Homeowners – Net 2022 property taxes on your homestead. Attach your 2022 tax bill

8

.00

9Renters–Rent from line 8a of your rent certificate(s) or line 7 of your Shared Living Expenses

Schedule.

Heat included (8b of rent certificate is “Yes”)

9a

.00

x .20 (20%)

=

9b

.00

. . . . . . .Heat not included (8b of rent certificate is “No”)

9c

.00

x .25 (25%)

=

9d

.00

10 Add lines 8, 9b, and 9d (or enter amount from line 6 of Taxes/Rent Reduction Schedule)

. .

10

.00

Credit Computation

NO COMMAS; NO CENTS

11 Fill in the smaller of the amount on line 10 or $1,460

11

.00

12

.Using the amount on line 7c, fill in the appropriate amount from Table A (page 25)

12

.00

13

.Subtract line 12 from line 11 (if line 12 is more than line 11, fill in 0; no credit is allowable). . . .

13

.00

14

.Homestead credit – Using the amount on line 13, fill in the credit from Table B (page 26)

14

.00

 

If filing a Wisconsin income tax return, fill in your homestead credit (line 14) on line 32 of Form 1

 

 

 

or line 63 of Form 1NPR.

 

 

 

 

 

 

Under penalties of law, I declare this homestead credit claim and all attachments are true, correct, and complete to the best of my knowledge and belief.

Sign

Claimant’s signature

Date

Daytime phone number

Wisconsin Identity Protection PIN (7 characters)

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign

Spouse’s signature

Date

Daytime phone number

Wisconsin Identity Protection PIN (7 characters)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

here

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Only enter a Wisconsin Identity Protection PIN if you received one from the department (see page 21).

For Department Use Only

C