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

General Instructions

B. Which Schedule to File

box on line 7. Do not check the box at the top of Schedule H

or H-EZ that designates it as an amended return. ATTACH

You may file Schedule H-EZ if:

A COMPLETE COPY of your Wisconsin income tax return,

including any wage statements and Forms 1099-R. Write

• You (and your spouse, if married) have taxable and non-

“Duplicate” at the top of the return. If your Wisconsin return

taxable income only from the following sources:

is a Form 1 or 1NPR, ALSO INCLUDE A COPY of your

1. wages, salaries, tips, etc. (if any of your wages, salaries,

federal income tax return and supporting schedules. If you

tips, etc., are not taxable to Wisconsin, you cannot file

filed your Wisconsin income tax return by telephone, attach

on Schedule H-EZ);

copies of your Wisconsin TeleFile worksheet and wage

statements.

2. interest and dividends;

The fastest way to get your refund is to file electronically. If

3. unemployment compensation;

you file electronically, within 48 hours after receiving your

4. pensions, annuities, and other retirement plan distribu-

Wisconsin acknowledgement you must mail all of the

tions;

required Schedule H or H-EZ attachments along with a

completed Form W-RA, Required Attachments for Electronic

5. social security benefits (including federal and state SSI,

Filing. For additional information, see the department’s web

SSI-E, SSD, and caretaker supplement payments);

site at or contact any department office.

6. railroad retirement benefits;

Note: An electronically filed homestead credit claim may not

7. alimony, child support, and family maintenance;

be filed separately from your Wisconsin income tax return.

8. Wisconsin Works (W2), county relief, kinship care, and

2. When For most claimants, the deadline for filing a 2006

other cash public assistance;

Schedule H or H-EZ is April 15, 2011. If you are a taxpayer

9. gambling winnings (if your gambling winnings are

with a fiscal year (one ending on a date other than Decem-

reported on federal Schedule C or C-EZ, you cannot file

ber 31), the deadline is 4 years, 3 1/2 months after the end

on Schedule H-EZ).

of the fiscal year to which the claim relates. Do not file your

2006 Schedule H or H-EZ before January 1, 2007.

• During 2006 you (and your spouse, if married) did not repay

any amount that was included as nontaxable household

3. Where Mail Schedule H or H-EZ with your Wisconsin

income on a prior year’s homestead credit claim.

income tax return (if required) to:

• You did not become married or divorced during 2006.

Wisconsin Department of Revenue

• Your spouse (if you are married) was a legal resident of

PO Box 34

Wisconsin from January 1 through December 31, 2006.

Madison, WI 53786-0001

• You and your spouse (if you are married) did not maintain

D. Additional Help or Questions About Refunds

separate homes during any part of 2006 (including one

spouse in a nursing home).

1. Help For general information about homestead credit or

• Your home was used only for personal purposes while you

for help in preparing Schedule H or H-EZ, contact any

lived there in 2006 (for example, no rental or business use,

Department of Revenue office. The location and telephone

or use of a separate unit by others rent free).

number of the office nearest you may be listed in your tele-

phone book. You may also e-mail homestd@dor.state.wi.us,

• Your home was located on one acre of land or less.

access the department’s web site at ,

• You did not sell your home during 2006.

phone (608) 266-8641 (Madison), or write to Wisconsin

Department of Revenue, Mail Stop 5-77, PO Box 8949,

If you cannot file on Schedule H-EZ, you must file on

Madison, WI 53708-8949. Please include your social

Schedule H.

security number on all correspondence.

C. How, When, and Where to File

2. Refunds If you need to contact the Department of Revenue

about your refund, please wait at least 10 weeks after filing

1. How If you file a Wisconsin income tax return, you should

your Schedule H or H-EZ. Automated assistance is available

file your Schedule H or H-EZ with the tax return (stapled

24 hours a day, 7 days a week by calling:

together). Separate filing will delay your homestead

(608) 266-8100 in Madison or

refund. If you (or you and your spouse) are not required to

file a tax return, Schedule H or H-EZ may be filed by itself.

(414) 227-4907 in Milwaukee or

1-866-WIS-RFND (1-866-947-7363) toll-free within

You may file Schedule H with Form 1, 1A, or 1NPR; you

the U.S. or Canada

cannot file Schedule H with Form WI-Z. You may file Sched-

ule H-EZ with Form 1 or 1A; you cannot file Schedule H-EZ

If you need to speak with a person, assistance is available

with Form 1NPR or WI-Z.

Monday through Friday from 7:45 A.M. to 4:15 P.M. by

If you previously filed your Wisconsin income tax return,

calling (608) 266-8641 in Madison or (414) 227-4000 in

write “Income Tax Return Separately Filed” at the top of

Milwaukee (long-distance charges, if applicable, will apply).

If you call, you will need your social security number and

Schedule H or H-EZ and, if filing Schedule H, check the

Schedules H & H-Ez Instructions - Wisconsin Homestead Credit - Wisconsin Department Of Revenue - 2006 Page 4

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