Fill Out a Valid Wisconsin Wi Z Template Edit Form Online

Fill Out a Valid Wisconsin Wi Z Template

The Wisconsin WI-Z form is a simplified income tax return designed for eligible individuals with straightforward tax situations. This form allows taxpayers to report their income, claim deductions, and calculate their tax liability in a user-friendly manner. If you need to file your Wisconsin income tax return, consider completing the WI-Z form by clicking the button below.

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The Wisconsin WI-Z form is a crucial document for individuals filing their state income tax returns, particularly those with simpler tax situations. Designed for ease of use, this form allows taxpayers to report their income, claim deductions, and calculate any tax owed or refund due. Key sections include personal information such as names and Social Security numbers, as well as filing status options that determine the applicable tax rate. Taxpayers will also find spaces to report adjusted gross income, standard deductions, and exemptions, which are essential for accurately determining taxable income. Additionally, the form includes credits like the school property tax credit and the married couple credit, which can significantly reduce the amount owed. For those who may need to amend a previous return, a straightforward checkbox prompts users to indicate this, streamlining the process. Completing the WI-Z requires careful attention to detail, including the use of black ink and specific formatting for numbers. Whether you're a first-time filer or a seasoned taxpayer, understanding the WI-Z form is essential for ensuring compliance and maximizing your tax benefits.

Listed Questions and Answers

  1. What is the Wisconsin WI-Z form?

    The Wisconsin WI-Z form is a simplified income tax return for individuals with straightforward tax situations. It is primarily used by those with a lower income who may not have complex deductions or credits to claim. This form allows taxpayers to report their income and calculate their tax liability or refund in a more straightforward manner compared to other tax forms.

  2. Who is eligible to use the WI-Z form?

    To qualify for using the WI-Z form, you must meet specific criteria. Generally, you should have an adjusted gross income of $16,000 or less if you are married filing jointly, or $12,000 or less if you are filing as a single individual. Additionally, you cannot claim dependents or have certain types of income, such as business income or capital gains. Always check the most recent guidelines to ensure you meet the eligibility requirements.

  3. How do I fill out the WI-Z form?

    Filling out the WI-Z form involves several steps:

    • Start by providing your personal information, including your name, address, and Social Security number.
    • Indicate your filing status by checking the appropriate box.
    • Report your adjusted gross income and follow the instructions for calculating your standard deduction and exemptions.
    • Complete the sections for tax credits and any taxes withheld.
    • Finally, sign and date the form, and make sure to attach any necessary documents, like your W-2 forms.
  4. What should I do if I need to amend my return?

    If you need to amend your return after filing, check the box indicating that this is an amended return at the top of the form. You will also need to provide the necessary details about the changes you are making. Ensure you include any supporting documentation required for the amendments. It’s important to file your amended return as soon as you realize the need for changes to avoid any potential penalties.

  5. Where do I send my completed WI-Z form?

    Once you have completed the WI-Z form, the mailing address depends on whether you are expecting a refund or if you owe taxes. If you are due a refund or have no tax due, send your form to:

    P.O. Box 59, Madison, WI 53785-0001

    If you owe taxes, mail it to:

    P.O. Box 268, Madison, WI 53790-0001

    Make sure to check that your form is properly signed and that you have included any required attachments before mailing.

Key takeaways

Here are some important points to keep in mind when filling out and using the Wisconsin Wi Z form:

  • Use Black Ink: Always fill out the form using black ink. This ensures that your information is clearly visible and can be processed accurately.
  • Round Off Cents: When entering amounts, round off cents to the nearest dollar. Drop amounts under 50 cents and round up amounts from 50 to 99 cents.
  • Check for Dependents: If someone can claim you or your spouse as a dependent, be sure to check the appropriate box. This can affect your standard deduction.
  • Calculate Taxable Income: Carefully follow the steps to calculate your taxable income. Subtract the standard deduction and any exemptions from your adjusted gross income.
  • Credits and Deductions: Take advantage of available credits, such as the school property tax credit and married couple credit. These can significantly reduce your tax liability.
  • Sign and Submit: Don’t forget to sign the form. If filing jointly, both you and your spouse must sign. Submit your completed form to the appropriate address based on whether you expect a refund or owe taxes.

Following these guidelines will help ensure that your Wisconsin Wi Z form is completed correctly and processed efficiently.

Document Overview

Fact Name Details
Form Purpose The WI-Z form is used for filing a simplified Wisconsin income tax return for individuals with straightforward tax situations.
Eligibility This form is primarily for single filers or married couples filing jointly, with a total income below a specified threshold.
Filing Status Filers must indicate their filing status, which can be single or married filing jointly, on the form.
Standard Deduction The standard deduction varies based on filing status and is specified in the form's instructions.
Governing Laws The WI-Z form is governed by the Wisconsin Statutes, specifically Chapter 71, which outlines income tax regulations.
Amended Returns If filing an amended return, filers must check the appropriate box at the top of the form and follow specific instructions for amendments.

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Misconceptions

Understanding the Wisconsin WI-Z form can be challenging, especially with the various misconceptions surrounding it. Here are six common misunderstandings and clarifications to help individuals navigate the form more effectively.

  • Misconception 1: The WI-Z form is only for individuals with high incomes.
  • This is not true. The WI-Z form is designed for individuals with simpler tax situations, typically those with lower incomes. It is meant to streamline the filing process for those who qualify.

  • Misconception 2: You cannot file an amended return using the WI-Z form.
  • In fact, you can file an amended return using the WI-Z form. Just check the appropriate box at the top of the form to indicate that it is an amended return.

  • Misconception 3: You must include all income sources when filing the WI-Z form.
  • While it is important to report all taxable income, the WI-Z form is primarily for those with straightforward income sources, such as wages reported on a W-2. Certain types of income, like interest from savings accounts, may not need to be included.

  • Misconception 4: The form can be filled out in any color ink.
  • The instructions specifically state that you must use black ink when completing the form. This helps ensure clarity and readability for processing.

  • Misconception 5: You cannot claim any credits or deductions on the WI-Z form.
  • This is incorrect. The WI-Z form allows for various credits and deductions, such as the standard deduction and credits for school property taxes. Make sure to review the instructions to see what you may qualify for.

  • Misconception 6: Filing the WI-Z form is the same as filing a federal tax return.
  • The WI-Z form is specific to Wisconsin state taxes and is separate from your federal tax return. While some information may overlap, it is essential to complete both forms accurately and independently.

Form Sample

WI-Z Wisconsin income tax

Check here if an

2017

amended return

DO NOT STAPLE

ENCLOSE withholding statements

PAPER CLIP check or money order here

Your legal last name

 

Legal irst name

 

 

M.I.

Your social security number

 

 

 

 

 

 

 

If a joint return, spouse’s legal last name

Spouse’s legal irst name

 

 

M.I.

Spouse’s social security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Home address (number and street). If you have a PO Box, see page 11.

 

Apt. No.

 

Tax district Check below then ill in either the name

 

 

 

 

 

 

 

 

 

of city, village, or town and the county in which you

City or post ofice

 

 

State

 

Zip code

 

 

lived at the end of 2017.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

Village

 

 

Town

 

 

 

 

 

 

 

 

 

City, village,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Filing status

 

 

 

 

 

 

 

or town

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(check below)

 

 

 

 

 

 

 

County of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Single

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

School district number (see page 31)

 

 

 

 

Married iling joint return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Special

 

 

 

 

 

 

 

 

 

 

 

 

 

(even if only one had income)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

conditions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Use BLACK Ink

Print numbers like this 

 

Not like this 

NO COMMAS; NO CENTS

1 Adjusted gross income from line 4 of federal Form 1040EZ

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

1

 

 

 

.00

2 If your parent (or someone else) can claim you (or your spouse) as a dependent, check here

2

 

 

 

 

 

 

3Fill in the standard deduction for your iling status from table, page 39. But if you

checked line 2, ill in the amount from worksheet on back

3

.00

. . . . . . . . . . . . . . . . . . . . . . . .4 Subtract line 3 from line 1. If line 3 is larger than line 1, ill in 0

4

.00

5Deduction for exemptions. Fill in $700 ($1,400 if married, or 0 if you checked line 2 – see

 

instructions on back)

5

.00

6

Subtract line 5 from line 4. If line 5 is larger than line 4, ill in 0. This is your taxable income

6

.00

7

Tax. Use amount on line 6 to ind your tax using table, page 32

7

.00

8School property tax credit

 

8a Rent paid in 2017 – heat included . . .

 

.00

 

Find credit from

 

 

 

 

 

 

 

 

 

Rent paid in 2017 – heat not included

 

.00 } table page 20 ....

8a

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

8b Property taxes paid on home in 2017

 

.00

 

Find credit from

 

 

 

 

 

 

.00

 

 

 

table page 21 ....

8b

 

 

 

 

 

9

Married couple credit. Wages

9a Yourself

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(see instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9b Spouse

 

.00

 

 

 

 

 

 

 

 

 

 

 

on reverse side)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9c Fill in smaller of 9a or 9b but no more than $16,000

 

 

.00 x .03 = ...

9c

 

 

 

 

.00

 

10

. . . . . . . . . . . . . . . . . . . . . . . .Add credits on lines 8a, 8b, and 9c

 

. . .

. . . . . . . . . .

. . .

. . .

. 10.

 

.00

11

. . . .Subtract line 10 from line 7. If line 10 is larger than line 7, ill in 0. This is your net tax

. 11.

.00

12

Sales and use tax due on Internet, mail order, or other out-of-state purchases (see page 22)

. . 12

.00

 

If you certify that no sales or use tax is due, check here

. . . . . . . .

. . .

. . . . . . . . . .

. . .

.

 

 

 

 

 

 

13Donations (decreases refund or increases amount owed)

a Endangered resources

.00

e

Military family relief

 

 

 

.00

 

b Cancer research

.00

f

Second Harvest/Feeding Amer.

 

 

 

.00

 

c Veterans trust fund . . . .

.00

g

Red Cross WI Disaster Relief

 

 

 

.00

 

d Multiple sclerosis

.00

h Special Olympics Wisconsin . .

 

 

 

.00

 

 

 

 

Total (add lines a through h) . .

13i

.00

14 Add lines 11, 12, and 13i

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

14

 

.00

I-090i (R. 5-17)

2017 Form WI-Z

Name

SSN

Page 2 of 2

15

. . . . . . . . . . . . . . . . . . . . . . . . . . . .Amount from line 14

. . . . . . . . .

. .

. . .

. . . . . . . . .

. . . .. . . 15

 

 

 

 

 

.00

16

. .Wisconsin income tax withheld. Enclose withholding statements

. .

16

 

.00

 

 

 

 

 

 

 

 

17

AMENDED RETURN ONLY – amount previously paid

. . . . . . . . .

. .

17

 

.00

 

 

 

 

 

 

 

 

18

. . . . . . . . . . . . . . . . . . . . . . . . . . . .Add lines 16 and 17

. . . . . . . . .

. .

18

 

.00

 

 

 

 

 

 

 

 

19

. . . . .AMENDED RETURN ONLY – amount previously refunded

. .

19

 

.00

 

 

 

 

 

 

 

 

20

. . . . . . . . . . . . . . . . . . . . .Subtract line 19 from line 18

. . . . . . . . .

. .

. . .

. . . . . . . . .

. . . 20. . . .

 

 

 

 

 

.00

21

If line 20 is larger than line 15, subtract line 15 from line 20

. .

This is YOUR REFUND 21

 

.00

22

If line 15 is larger than line 20, subtract line 20 from line 15 . . This is the AMOUNT YOU OWE 22

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Third Do you want to allow another person to discuss this return with the department (see page 30)?

 

Yes Complete the following.

 

 

 

No

Personal

 

 

 

 

 

 

 

Party

Designee’s

Phone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

identiication

 

 

 

 

 

 

 

Designee name

no. (

)

 

 

number (PIN)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign below Under penalties of law, I declare that this return is true, correct, and complete to the best of my knowledge and belief.

Your signature

Spouse’s signature (if filing jointly, BOTH must sign)

Date

Daytime phone

 

 

 

(

)

 

 

 

 

 

Mail your return to:

Wisconsin Department of Revenue

 

 

 

If refund or no tax due

.......PO Box 59, Madison WI 53785-0001

 

 

 

If tax due

PO Box 268, Madison WI 53790-0001

 

 

 

INSTRUCTIONS

Amended Return If you already iled your original return and this is an amended return, place a check mark where indicated at

the top of Form WI-Z. For more information, see Amending Your Return on page 7 of the Form 1A instructions.

Filling in Your Return Use black ink to complete the form. Round off cents to the nearest dollar. Drop amounts under 50¢ and increase amounts from 50¢ through 99¢ to the next dollar. If completing the form by hand, do not use commas when illing

in amounts.

Line 2 Dependents Check line 2 if your parent (or someone else) can claim you (or your spouse) as a dependent on his or her return. Check line 2 even if that person chose not to claim you.

Line 3 If you checked line 2, use this worksheet to igure the amount to ill in on line 3.

A. Wages, salaries, and tips included in

 

 

 

line 1 of Form WI-Z. (Do not include

 

 

 

interest income or taxable scholarships

 

.00

 

or fellowships not reported on a W-2.) . . .

A.

 

B. Addition amount

B.

350.00

 

C. Add lines A and B. If total is less

 

.00

 

than $1,050, ill in $1,050

C.

 

D. Fill in the standard deduction for your

 

.00

 

iling status using table, page 39

D.

 

E. Fill in the SMALLER of line C or D

 

.00

 

here and on line 3 of Form WI-Z

E.

 

 

 

 

 

Line 5 If you are single and can be claimed as a dependent, ill in 0 on line 5. If you are married and both spouses can be claimed as a dependent, ill in 0 on line 5. If you are married and only one of you can be claimed as a dependent, ill in $700 on line 5.

Lines 8a and 8b School Property Tax Credit See the instructions for lines 20a and 20b of Form 1A. The total credits on lines 8a and 8b cannot exceed $300.

Line 9 Married Couple Credit If you are married and you and your spouse were both employed in 2017, you may claim the married couple credit. Complete the following steps:

(1)Fill in your 2017 taxable wages on line 9a. Fill in your spouse’s taxable wages on line 9b.

(2)Fill in the smaller of line 9a or 9b (but not more than $16,000) in the space provided on line 9c.

(3)Multiply the amount determined in Step 2 by .03 (3%).

(4)Fill in the result (but not more than $480) on line 9c.

Line 12 Sales and Use Tax Due on Out-of-State Purchases If you made purchases from out-of-state irms during 2017 and did not pay a sales and use tax, you may owe Wisconsin sales and use tax. See the instructions for line 25 of Form 1A.

Line 13 Donations You may designate amounts as a donation to one or more of the programs listed on lines 13a through 13h. Your donation will either reduce your refund or be added to tax due.

Line 16 Wisconsin Income Tax Withheld Fill in the total amount of Wisconsin income tax withheld as shown on your withholding statements (W-2s). Do not include income tax

withheld for any state other than Wisconsin.

Lines 17 - 21 If this is an amended return, see the instructions for lines 33 - 38 of Form 1A.

Line 22 – If line 15 is more than line 20, subtract line 20 from line 15. But, if line 20 is a negative number because line 19 exceeds line 18, treat the amount on line 20 as a positive number and add (rather than subtract) line 15 to line 20. This is the amount you owe. Paper clip your check or money order to Form WI-Z. See page 29 of the Form 1A instructions for information on paying by

credit card or online.

Sign Your Return If married, your spouse must also sign.

Enclosures Enclose a copy of your W-2 forms. If this is an amended return, enclose a copy of Schedule AR and all supporting forms and schedules for each change. Do not enclose your original

Form WI-Z with your amended return.