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

Line Instructions

Schedule H-EZ

Lines 7 Through 12 – Household Income

Instructions for Schedule H-EZ are on the back of the schedule.

These instructions apply if during all of 2006 you were single

or married and living with your spouse. If during 2006 you were

Schedule H

separated, you became married or divorced, or your spouse

died, read the “Special Instructions” on pages 11 and 12 before

Because of the way homestead credit claims are

you complete lines 7 through 12.

processed, please use BLACK INK to complete Schedule H.

Line 7 (Line 4 of Schedule H-EZ) – Income from

Pages 1 and 2 of Schedule H have preprinted zeros in the

Tax Return

“cents” area of the entry lines. Amounts filled in on those lines

should be rounded to the nearest dollar. If completing

Fill in line 7 (line 4 of Schedule H-EZ) ONLY if you or you and

Schedule H by hand, do not use commas or dollar signs in

your spouse are filing or have already filed a 2006 Wisconsin

any of the amounts that are filled in.

income tax return. If you were married and lived with your

spouse all year but file separate income tax returns, fill in the

Name and Address Area

income from both of your tax returns.

Print or type all information requested in the spaces provided

If you are filing your tax return with Schedule H or H-EZ, first

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

complete the income portion of your tax return. Fill in the income

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

from line 11 of Form 1A, line 13 of Form 1, or line 32 of

district. Do not use a return address label.

Form 1NPR, on line 7 (line 4 of Schedule H-EZ).

Lines 1 Through 6 (Lines 1 Through 3 of

Exception: If you are filing Form 1NPR and line 31, Wisconsin

Schedule H-EZ) – Questions

column, is more than line 16, Wisconsin column, subtract

line 31 from line 16. Fill in the result on line 7 as a negative

Fill in the information requested on these lines. Failure to

number.

answer these questions may delay your refund.

• Questions 1a and 1b Fill in your age as of December 31,

If you or you and your spouse have ALREADY FILED your

2006, on line 1a. If you were married and lived with your

2006 Wisconsin income tax return, see page 3, Part C.1, para-

spouse for all of 2006, and your spouse was age 65 or over

graph 3.

on December 31, 2006, check the box on line 1b.

If you fill in line 7 (line 4 of Schedule H-EZ), do NOT fill in

Note: If you were born on January 1, 1989, enter “18” on

line 8a or 8b (line 5a or 5b of Schedule H-EZ).

line 1a. If you were born on January 1, 1945, enter “62” on

line 1a.

Line 8 (Line 5 of Schedule H-EZ) – Income – No

Tax Return

• Question 2 You are not a full-year legal Wisconsin resident

if you moved here from another state after January 1, 2006,

Fill in lines 8a and 8b (lines 5a and 5b of Schedule H-EZ)

or if you moved here from another state for educational

ONLY if you or you and your spouse are not filing a 2006

purposes only and have not abandoned your other state’s

Wisconsin income tax return. If you were married and lived

residence. If you are not a U.S. citizen, you are not a legal

with your spouse all year, fill in all of the income of both spouses.

Wisconsin resident unless (1) you are a resident alien for

federal tax purposes, (2) you are a lawful permanent resident

• 8a (line 5a of Schedule H-EZ) Fill in the amount of wages,

of the United States, a refugee, or have been granted asylum,

interest (including funeral trust interest), and dividends that

and (3) you intend to remain permanently and indefinitely

are taxable to Wisconsin in the spaces provided. Fill in the

in Wisconsin.

total of these amounts on line 8a (line 5a of Schedule H-EZ).

• Question 4b It is not necessary to answer question 4b

• 8b (line 5b of Schedule H-EZ) Fill in all other items of

unless 4a is answered “Yes.”

Wisconsin taxable income on line 8b (line 5b of

Schedule H-EZ), such as: taxable unemployment compen-

• Question 5 If you became married or divorced during 2006,

sation; pensions and annuities; IRA, SEP, SIMPLE, and

check “Yes,” fill in the date, check the appropriate box in

qualified plan distributions; deferred compensation distri-

front of the word “married” or “divorced,” and see the “Special

butions; gambling winnings; capital gains; alimony; and

Instructions” on page 12.

business, rent, farm, partnership, and S corporation income.

If filing Schedule H, attach a schedule explaining the sources

• Question 6a It is not necessary to answer question 6a if

of income and the amount from each source.

you were not married during any part of 2006. If one spouse

was in a nursing home during 2006, you are considered to

Lines 9a Through 11i – Nontaxable Household

be maintaining separate homes, so answer “Yes” to

Income

question 6a.

Fill in all nontaxable household income received in 2006

• If Question 6b applies to you, refer to the “Special

from any of the sources indicated. If you are married,

Instructions” on page 11 for additional information.

combine the incomes of both spouses and fill in the totals

for each category. Do not include amounts already included

on line 7, 8a, or 8b.

Schedules H & H-Ez Instructions - Wisconsin Homestead Credit - Wisconsin Department Of Revenue - 2006 Page 6

Related Articles

Related forms

Related Categories