Schedules H & H-Ez Instructions - Wisconsin Homestead Credit - Wisconsin Department Of Revenue

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H-EZ

Instructions for Schedule

If you qualify for homestead credit (see page 2 of the

Renters – Complete lines 9a and 9b if heat was included in your

Schedule H instructions), you may be able to use

rent and/or lines 9c and 9d if heat was not included. For more

Schedule H-EZ to file your claim. See “Which Schedule to File”

information, see the instructions for line 14 of Schedule H.

on page 3 to determine if Schedule H-EZ is right for you.

Exception Do any of the following apply to you? If yes, you may be

Filling in Schedule H-EZ Round off cents (drop amounts under

required to reduce your net property taxes and/or rent or attach

50¢ and increase amounts from 50¢ to 99¢ to the next dollar).

additional information to Schedule H-EZ.

Do not use commas or dollar signs when filling in amounts.

• You owned/rented a mobile home and/or the land on which it was

Amending Schedule H-EZ See “Amending Schedule H or

located (see item 3 under Exceptions: Homeowners on page 8 of

H-EZ” on page 4 of the Schedule H instructions.

the Schedule H instructions and item 4 under Exceptions: Renters

on page 9).

STEP 1: CLAIMANT INFORMATION

• There are names on the property tax bill other than yours or your

Print or type all information requested in the spaces provided

spouse’s and/or you owned your homestead with others in 2006

on Schedule H-EZ. Include your social security number (and

(see items 1 and 2 under Exceptions: Homeowners on page 8 of

your spouse’s, if applicable), your telephone number, and your

the Schedule H instructions).

tax district. Do not use a return address label.

• The property tax bill does not show any lottery and gaming credit

(see item 5 under Exceptions: Homeowners on page 9 of the

STEP 2: QUESTIONS

Schedule H instructions).

Fill in the information requested on lines 1 through 3. For more

information on legal residency, see the instructions for line 2

• You moved during 2006 (see item 2 under Exception: Homeowners

of Schedule H.

and/or Renters on page 9 of the Schedule H instructions).

• You received a) any Wisconsin Works (W2) payments or b) county

STEP 3: HOUSEHOLD INCOME

relief of $400 or more for any month of 2006. Complete the Taxes/

Note: If your spouse died in 2006, see Part 5 on page 12 of

Rent Reduction Schedule below.

the Schedule H instructions before completing the rest of

Schedule H-EZ.

Taxes/Rent Reduction Schedule

Line 4 – Income from Tax Return Fill in the income from

1 Homeowners – fill in the net 2006

your 2006 Wisconsin income tax return. For more information,

property taxes on your homestead ................... 1

including instructions for when you have already filed your

2 Renters – if heat was included, fill in 20% (.20),

return, see the instructions for line 7 of Schedule H.

or if heat was not included, fill in 25% (.25),

of rent from line 13a of the rent certificate(s) ... 2

Line 5 – Income - No Tax Return Fill in the amount of your

3 Add line 1 and line 2; fill in the smaller

(or the total of both spouses, if married) wages, interest,

of the total or $1,450 .......................................... 3

dividends, and other income taxable to Wisconsin on lines 5a

4 Divide line 3 by 12 ............................................. 4

and 5b. Attach a separate schedule if more space is needed.

5 Number of months in 2006 for which you did

For more information, see the instructions for line 8 of

not receive a) any Wisconsin Works (W2)

Schedule H.

payments or b) county relief payments of

$400 or more ...................................................... 5

Lines 6a through 6i – Nontaxable Income Fill in all

6 Multiply line 4 by line 5. Fill in here and

nontaxable household income received in 2006 from any of

on line 10 (do not fill in line 8 or 9)

the sources indicated. If you are married, combine the incomes

of Schedule H-EZ .............................................. 6

of both spouses. Do not include amounts reported on line 4,

5a, or 5b. For more information, see the instructions for lines 9a

through 9g, 9i, and 9j of Schedule H. Note: Include Medicare

premium deductions in any amounts entered on lines 6b or 6c.

STEP 5: CREDIT COMPUTATION

Line 7b – Qualifying Dependents Fill in the number of

Lines 11 through 14 – Refer to Tables A and B on pages 13 and 14

qualifying dependents. Multiply that amount by $250. Fill in

of the Schedule H instructions to determine your homestead credit.

the result on line 7b. For information on who is considered a

Do you want the department to compute your credit? If yes, do not

complete these lines. The department will notify you of the amount

qualifying dependent, see the instructions for line 12b of

Schedule H.

of your credit.

Line 7c – Total Household Income Is your household income

STEP 6: SIGNING AND FILING YOUR CLAIM

less than your rent or property taxes? If yes, attach a note

Sign and Date Your Claim You must sign and date your

explaining how you paid your rent or property taxes and your

Schedule H-EZ. If married, your spouse must also sign. Note: A

other living expenses (food, utilities, clothing, etc.).

homestead credit claim may not be signed for or filed on behalf of a

deceased person.

STEP 4: TAXES AND/OR RENT

How to Assemble Before filing Schedule H-EZ, see “How to

Homeowners – Fill in the net 2006 property taxes on your

Assemble” on page 10 of the Schedule H instructions.

homestead on line 8. For more information, including a

definition of “net property taxes,” see the instructions for line 13

of Schedule H.

Schedules H & H-Ez Instructions - Wisconsin Homestead Credit - Wisconsin Department Of Revenue - 2006

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