Fill Out a Valid Wisconsin Rent Certificate Template Edit Form Online

Fill Out a Valid Wisconsin Rent Certificate Template

The Wisconsin Rent Certificate form is a crucial document used by renters to verify their rental payments when applying for a homestead credit claim. This form must be completed accurately, as any alterations or errors can render it invalid. To ensure you meet the requirements and maximize your benefits, consider filling out the form by clicking the button below.

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When navigating the world of rental agreements and tax credits in Wisconsin, the Rent Certificate form is an essential tool for both renters and landlords. This form serves as a verification of rent paid during the tax year, specifically for those claiming a homestead credit. It requires detailed information from both parties, ensuring accuracy and compliance with state regulations. Renters must provide their Social Security number, the address of the rental property, and the time they occupied the residence. Meanwhile, landlords are tasked with confirming the rent collected and providing their signature. It’s crucial to note that any alterations or errors on the form can render it void, emphasizing the importance of careful completion. Additionally, the form includes sections for shared living expenses, allowing for a fair assessment of rent responsibilities when multiple occupants are involved. As you fill out the Rent Certificate, remember that it must be attached to Schedule H or H-EZ when filing for your homestead credit claim, making it a vital component of your tax documentation.

Listed Questions and Answers

  1. What is the Wisconsin Rent Certificate form?

    The Wisconsin Rent Certificate form is a document used by renters in Wisconsin to report their rental payments for the purpose of claiming a homestead credit. This credit can provide financial relief for eligible renters. The form requires both the renter and the landlord to provide specific information regarding the rental agreement and payments made during the tax year.

  2. Who needs to fill out this form?

    Both renters and landlords are involved in completing the Wisconsin Rent Certificate. Renters must fill out their personal information and details about the rental property. Landlords are required to verify the information by signing the form and providing details about the rental payments received.

  3. What should I do if my landlord refuses to sign the form?

    If your landlord refuses to sign the Rent Certificate, you can still proceed with your claim. Complete all required fields and check the designated box indicating that your landlord did not sign. Additionally, you must attach rent verification documents, such as canceled checks or bank money orders, to support your claim.

  4. Are there any alterations allowed on the Rent Certificate?

    No alterations are permitted on the Rent Certificate. Any changes such as whiteouts, erasures, or corrections will render the form void. It is crucial to ensure that all information is accurate and complete before submitting the form.

  5. What if I lived in multiple rental properties during the year?

    If you lived in multiple rental properties throughout the year, you will need to complete a separate Rent Certificate for each property. Ensure that you accurately report the time spent at each address and the corresponding rent paid for each location.

  6. How is the total rent amount calculated?

    The total rent amount should include all rent collected for the rental unit during the year, excluding amounts received from governmental agencies, security deposits, or late fees. If your rent changed during the year, you must list the rent paid for each month separately on the form.

  7. What if I share living expenses with other occupants?

    If you share living expenses with other occupants and did not pay an equal share, you will need to complete the Shared Living Expenses Schedule. This schedule allows you to list shared expenses and calculate your allowable rent for the homestead credit claim.

  8. Can I submit the Rent Certificate without supporting documents?

    No, you cannot submit the Rent Certificate without supporting documents. It is essential to attach copies of any canceled checks or bank money orders that verify your rent payments. Any portion of the rent that is not verified will not be accepted.

  9. What happens if I make a mistake on the Rent Certificate?

    If you realize there is a mistake after submitting the Rent Certificate, it is advisable to contact the appropriate tax authority for guidance. Correcting errors after submission can be complicated, so it is best to ensure accuracy before sending in your forms.

Key takeaways

Filling out the Wisconsin Rent Certificate form can seem daunting, but understanding its key components can make the process smoother. Here are some essential takeaways to keep in mind:

  • Schedule H or H-EZ Requirement: You must complete and file either Schedule H or H-EZ along with the rent certificate. This is a crucial step for your claim.
  • Landlord's Signature: Do not sign the rent certificate yourself. It must be signed by your landlord or an authorized representative. If they refuse to sign, indicate that on the form and complete the necessary fields.
  • Accuracy is Key: Any alterations, such as whiteouts or erasures, will void the rent certificate. Ensure all information is accurate before submission.
  • Rent Verification: Attach proof of rent payments, such as canceled checks or bank money orders. This documentation is essential for verifying your claim.
  • Occupant Count: When listing the number of occupants, do not include your spouse or children under 18. This count affects your eligibility for certain credits.
  • Shared Living Expenses: If multiple adults share the rental unit, complete the Shared Living Expenses Schedule if not all occupants paid equal shares. This helps in determining the allowable rent.
  • Heat Inclusion: Be aware of whether heat is included in your rent. This can impact the final calculations on the rent certificate.

By keeping these points in mind, you can navigate the Wisconsin Rent Certificate form with confidence, ensuring that you meet all requirements for your homestead credit claim.

Document Overview

Fact Name Description
Purpose The Wisconsin Rent Certificate is used to verify rent payments for individuals claiming homestead credit in Wisconsin.
Filing Requirement This form must be attached to Schedule H or H-EZ when filing for homestead credit. It is essential for ensuring the claim is processed correctly.
Signatures The renter must not sign the rent certificate. Only the landlord or an authorized representative is permitted to sign, ensuring the authenticity of the document.
Governing Law This form is governed by Wisconsin Statutes Chapter 71, which outlines the regulations for homestead credit claims.

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Misconceptions

Understanding the Wisconsin Rent Certificate form is crucial for both renters and landlords. However, several misconceptions can lead to confusion and potential issues. Below are six common misconceptions clarified.

  • Misconception 1: The Rent Certificate can be signed by the renter.
  • This is incorrect. The Rent Certificate must be signed by the landlord or an authorized representative. If the renter signs it, the form will be considered invalid.

  • Misconception 2: Renters can submit the Rent Certificate without verification.
  • Verification is necessary. Renters must attach copies of canceled checks or bank money orders as proof of rent payment. Any unverified amounts will not be accepted.

  • Misconception 3: All rental payments can be included in the total rent collected.
  • This is false. The total rent should exclude amounts received from government agencies, late fees, and security deposits. Only the actual rent paid is considered.

  • Misconception 4: The Rent Certificate can be altered if mistakes are made.
  • Altering the form voids it. Any whiteouts, erasures, or other modifications will render the Rent Certificate invalid, necessitating a new form submission.

  • Misconception 5: Renters can complete the landlord section if the landlord is unavailable.
  • This is not allowed. The landlord must complete and sign their section of the Rent Certificate. If the landlord is unavailable, the renter should check the designated area and provide the required information.

  • Misconception 6: The Rent Certificate is only needed for certain types of housing.
  • In reality, the Rent Certificate applies to all rental situations in Wisconsin, as long as the property is eligible and the renter meets the criteria for filing a homestead credit claim.

Form Sample

CAUTION:

Schedule H or H-EZ must be completed and filed with this rent certificate

A 2022 Schedule H or H-EZ may not be filed prior to January 1, 2023

Rent Certificate

2022

Wisconsin Department of Revenue

 

NOTE: • Attach to Schedule H or H-EZ

Alterations (whiteouts, erasures, etc.) or errors void this rent certificate.

Only attach rent certificate if filing a homestead credit claim

Renter (Claimant) – Enter Social Security Number AFTER your landlord fills in section below and signs.

Legal last name

Legal first name

M.I.

Social security number

Address of rental property (property must be in Wisconsin)

City

State Zip

Time you actually lived at this address in 2022 From

 

 

 

 

 

 

 

2022

To

 

 

 

 

 

 

 

2022

 

M M

 

D D

 

M M D D

Do NOT sign your rent certificate.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If your landlord won’t sign, complete fields above and below and lines 1 to 8, attach rent verification (see instructions), and check here.

Landlord or Authorized Representative

Name of property owner

Telephone number

 

 

(

)

 

 

 

 

Address

City

State

Zip

 

 

 

 

1

Is the rental property a long-term care facility, CBRF, or nursing home?

1

2a

Is the above rental property subject to property taxes?

2a

bIf 2a is “No” and you are a sec. 66.1201 municipal housing authority

that makes payments in lieu of taxes, check here . . . . . . . . . . . . . . . . . 2b

3 Is this certificate for rent of a mobile/manufactured: a Home?

3a

b Home site/Lot?

3b

Yes Yes

Yes Yes

No No

No No

c

Mobile or manufactured home taxes or municipal permit fees

 

 

 

you collected from this renter for 2022

3c

.00

4a

Total rent collected for this rental unit for 2022 - do NOT include amounts received directly from a gov-

 

 

ernmental agency, Wisconsin rental assistance program payments, security deposits, or late fees

4a

.00

b

If monthly rent paid didn’t change during 2022, enter monthly rent paid

4b

.00

cIf monthly rent changed during 2022, enter rent paid for each month below. Do not include security deposits or late fees.

Jan.

.00

Feb.

.00

Mar.

.00

Apr.

 

.00

 

May

.00

June

.00

July

.00

Aug.

 

.00

 

Sept.

.00

Oct.

.00

Nov.

.00

Dec.

 

.00

 

5a Number of occupants in this rental unit – do NOT count spouse or children under 18

. . .

. . . . . . . 5a

bRenters, if line 5a is more than 1, did each occupant pay an equal share of living

 

expenses? (if no, complete shared living expenses schedule on page 2)

5b

 

 

 

Yes

 

 

 

 

No

6

This renter’s share of total 2022 rent

. . . .

6

 

 

.00

7

Value of food and services provided by landlord (this renter’s share) . . .

. . . .

7

 

 

.00

8a

Rent paid for occupancy only – Subtract line 7 from line 6

. . . .

 

. . .

 

. . . . . .

 

8a

.00

b Was heat included in the rent?

8b

 

 

 

Yes

 

 

 

 

No

I certify that the information shown on this rent certificate is true, correct, and complete to the best of my knowledge.

Signature (by hand) of landlord or authorized representative

Date

Print name (must match signature)

I-017i

2022 Rent Certificate

Renter’s

Renter’s

name

SSN

 

Address of rental property

 

 

 

 

Page 2 of 2

Shared Living Expenses Schedule – To be completed by renter only if line 5b on page one is “No.”

Step 1: List name(s) of other occupants:

Step 3: Using the amounts listed in Step 2, compute your allowable

 

rent paid for occupancy only:

Step 2: List the total amount (not the monthly amount) of all shared living expenses (rent, food, utilities, and other) paid by all occupants and the amount that you paid:

Shared Living

Total Paid by

 

 

Amount

Expenses

All Occupants

 

 

You Paid

 

 

 

 

 

Rent

1a)

.00

1b)

.00

Food

2a)

.00

2b)

.00

Utilities

3a)

.00

3b)

.00

Other

4a)

.00

4b)

.00

Total

5a)

.00

5b)

.00

1 Total rent paid (line 1a)

1

.00

2Shared living expenses

 

you paid (line 5b)

2

.00

 

 

 

 

 

 

 

 

 

3

Total shared living

 

.00

 

 

 

 

 

 

 

 

 

 

expenses (line 5a)

3

 

 

 

 

 

 

 

 

 

4

Divide line 2 by line 3. Fill

 

 

 

 

 

 

 

 

 

 

 

 

 

in decimal amount

. . .

. . . . . . . . . 4 .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

Multiply line 1 by line 4 . . .

. . .

. . . . . . . . . 5

 

 

 

 

 

 

.00

6Value of food and services provided by

landlord (line 7 of page 1)

6

.00

7Subtract line 6 from line 5. This is your allowable rent. Fill in here and on the applicable rent line of Schedule H or

Schedule H-EZ

7

.00

Instructions for Renter (Claimant)

Complete all fields in the “Renter (Claimant)” section except the social security number. Then give to your landlord to complete and sign.

If your landlord won’t sign, place a checkmark in the designated area. Complete the “Landlord or Authorized Representative” section, and attach a copy of each canceled check or bank money order you have to verify your rent. Any portion not veri- fied will not be allowed.

Note: Do NOT sign the rent certificate yourself. Rent certifi- cates signed by you or someone other than the landlord or his/ her authorized representative will not be accepted.

After your landlord returns the completed rent certificate, enter your social security number, complete line 5b if applicable, and then fill in the allowable amounts from lines 3c and 8a (or line 7 of the above Shared Living Expenses Schedule – see instructions below) on Schedule H or H-EZ, as appropriate.

Renter Instructions for Shared Living Expenses Schedule

Complete this schedule if line 5b on page 1 is “No.” All lines on the schedule must be filled in. If all lines on the schedule are not filled in, paid rent will be divided by the number of occupants.

Instructions for Landlord/Authorized Representative

Lines 2a and 2b If you checked “No” on line 2a, do not complete the rent certificate unless line 2b applies.

Line 4a Fill in the total rent collected from all occupants for this unit for the time occupied by this renter in 2022. Include any separate amounts the renter paid to you for items such as parking, a garage, utilities, appliances, or furnishings. Do not include rent for a prior year, late fees, security deposit paid during the year, or amounts you received directly from a governmental agency through a subsidy, voucher, grant, etc., or Wisconsin rental assistance program payments for the unit (except amounts an agency paid as a claimant’s representative payee).

Line 5a Fill in the number of adult occupants who lived in this rental unit during the rental period. Do not count the renter’s spouse or children under age 18 as of December 31, 2022.

Line 5b Do not complete this line. This will be completed by the renter.

Line 7 Fill in this renter’s share of the value of food and personal services (medical, laundry, transportation, counseling, grooming, recreational, therapeutic, etc.) you provided for this rental unit.

Signature Review the rent certificate to be sure that all applicable fields and lines have an entry. Sign (by hand) and date, print your name, and return the rent certificate to the renter. Only an original signature is acceptable.

Applicable Laws and Rules

This document provides statements or interpretations of the following laws and regulations in effect as of July 27, 2022: ch. 71, Wis. Stats.