Free 2008 Schedule H-EZ, Wisconsin homestead credit (pdf fillable format) - Wisconsin


File Size: 224.0 kB
Pages: 2
Date: January 28, 2009
File Format: PDF
State: Wisconsin
Category: Tax Forms
Author: IS&E Admin
Word Count: 1,013 Words, 10,543 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://www.dor.state.wi.us/forms/2008/08i-015f.pdf

Download 2008 Schedule H-EZ, Wisconsin homestead credit (pdf fillable format) ( 224.0 kB)


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H-EZ

Wisconsin homestead credit

Checkhereifanamendedreturn

2008
Legal first name

Claimant'ssocialsecuritynumber Spouse'ssocialsecuritynumber

Claimant'slegallastname

M .I .

Spouse'slegallastname

Spouse's legal first name

M .I .

Homeaddress(numberandstreet)

Check below then fill in either the name of city, village, ortown,andthecountyinwhichyoulivedattheend of2008 . City Village Town City,village, ortown Countyof

City or post office

State

Zipcode

Special conditions

(Seepage7ofthe ScheduleHinstructions) Fillinage Checkhere Yes Yes No No

1 a WhatwasyourageasofDecember31,2008?(Ifyouwereunder18,youdonotqualifyforhomesteadcreditfor2008 .) 1a b Ifyouaremarriedandyourspousewasage65oroverasofDecember31,2008,checkwhereindicated . . . . . 1b 2 Were you a legal resident of Wisconsin from 1-1-08 through 12-31-08? (If "No," you do not qualify.) . . . . . . . . . 2

3 Wereyouclaimedorwillyoubeclaimedasadependentonsomeoneelse's2008federalincometaxreturn? (If "Yes" and you were under age 62 on December 31, 2008, you do not qualify.) . . . . . . . . . . . . . . . . . . . . . . . . 3

Household Income

Print numbers like this

NO COMMAS; NO CENTS

4 Wisconsinincomefromline12ofForm1Aorline13ofForm1(seeinstructions) . . . . . . . . . . . . . . . 4 ATTACH rent certificate or property tax bill 5 Ifnot filing a 2008 Wisconsin return, fill in Wisconsin taxableincomebelow . .00 + Interest .00 + Dividends a Wages

.00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00

.00

= . . . 5a

b Othertaxableincome(listtypeandamount) 5 b 6 Nontaxable income not included on line 4, 5a, or 5b. a Unemploymentcompensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a b Socialsecurity,federalandstateSSI,SSI-E,SSD,andcaretakersupplementpayments . . . . . . . . . 6b c Railroad retirement benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6c d Pensions,annuities,andotherretirementplandistributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6d e Contributionstodeferredcompensationplans(seebox12ofwagestatements) . . . . . . . . . . . . . . . 6e . f ContributionstoIRAandSIMPLEplans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6f g InterestonUnitedStatesbondsandnotesandstateandmunicipalbonds . . . . . . . . . . . . . . . . . . . . 6g h Childsupport,maintenancepayments,andothersupportmoney(courtordered) . . . . . . . . . . . . . . . 6h i WisconsinWorks(W2)payments,countyrelief,kinshipcare,andothercashpublicassistance . . . . 6i 7 a Addlines4through6i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b Fillinnumberofqualifyingdependents(donotcountyourselforyourspouse) x$250= 7b c Householdincome .Subtractline7bfromline7a(if$24,500ormore,nocreditisallowed) . . . . . . . . . . . . 7c
Taxes and/or Rent Beforecompletingthissection,seeinstructionsfortaxesand/orrent(STEP4) . 8 Homeowners­Net2008propertytaxesonyourhomestead,whetherpaidornot . . . . . . . . . . . . . . . 8

9 Renters ­ Rent from your rent certificate(s), line 13a (or Shared Living Expenses Schedule). .00 x .20(20%)= 9 b Heatincluded(13b of rent certificate is "Yes") . . . . . . . . . . . . 9a .00 x .25(25%)= 9 d Heatnotincluded(13b of rent certificate is "No") . . . . . . . . . 9c . 1 0 Addlines8,9b,and9d(orenteramountfromline6ofTaxes/RentReductionSchedule) . . . . . . . . 10
Credit Computation

1 1 Fillinthesmalleroftheamountonline10or$1,450 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1 2 1 4 Sign Here
I-015i

Using the amount on line 7c, fill in the appropriate amount from Table A(page17) . . . . . . . . . . . . 12 Homestead credit ­ Using the amount on line 13, fill in the credit from Table B(page18) . . . . . . . 14
Claimant'ssignature Spouse'ssignature Date Daytimephonenumber

1 3 Subtractline12fromline11(if line 12 is more than line 11, fill in 0;nocreditisallowable) . . . . . 13
Under penalties of law, I declare this homestead credit claim and all attachments are true, correct, and complete to the best of my knowledge and belief.

(

)

Mail to: WisconsinDepartmentofRevenue POBox34 MadisonWI53786-0001

*I1HZ08991*

For Department Use Only C

Return to Page 1

Instructions for Schedule H-EZ
Ifyouqualifyforhomesteadcredit(seepage4oftheScheduleH instructions), you may be able to use Schedule H-EZ to file your claim. See "Which Schedule to File" on page 4 to determine if ScheduleH-EZisrightforyou . Filling in Schedule H-EZUseblackink .Roundoffcents(drop amounts under 50¢ and increase amounts from 50¢ to 99¢ tothenextdollar) .Donotusecommasordollarsignswhen filling in amounts. Amending Schedule H-EZ See "Amending Schedule H or H-EZ" on page 6 of the Schedule H instructions. Renters­Completelines9aand9bifheatwasincludedinyourrent and/orlines9cand9difheatwasnotincluded .Formoreinformation, seetheinstructionsforline14ofScheduleH . ExceptionDoanyofthefollowingapplytoyou?Ifyes,youmay berequiredtoreduceyournetpropertytaxesand/orrentorattach additionalinformationtoScheduleH-EZ . · You owned/rented a mobile or manufactured home and/or the land onwhichitwaslocated(seeitem3underExceptions:Homeowners on page 12 of the Schedule H instructions and item 4 under Exceptions:Rentersonpage13) . · Therearenamesonthepropertytaxbillotherthanyoursoryour spouse'sand/oryouownedyourhomesteadwithothersin2008 (seeitems1and2underExceptions:Homeownersonpage12 oftheScheduleHinstructions) . · Thepropertytaxbilldoesnotshowanylotteryandgamingcredit (see item 5 under Exceptions: Homeowners on page12 of the ScheduleHinstructions) . · You moved during 2008 (see item 2 under Exception: Homeowners and/orRentersonpage13oftheScheduleHinstructions) . · You received a) any Wisconsin Works (W2) payments or b) county reliefof$400ormoreforanymonthof2008 .CompletetheTaxes/ RentReductionSchedulebelow . Taxes/Rent Reduction Schedule
1 Homeowners ­ fill in the net 2008 propertytaxesonyourhomestead . . . . . . . . . . . . . . . . . . . . . .1 2 Renters ­ if heat was included, fill in 20% (.20), or if heat was not included, fill in 25% (.25), of rent from line 13a of the rent certificate(s) . . . . . .2 . 3 Add line 1 and line 2; fill in the smaller ofthetotalor$1,450 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 4 Divideline3by12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 5 Numberofmonthsin2008forwhichyoudid notreceivea)anyWisconsinWorks(W2) paymentsorb)countyreliefpaymentsof $400ormore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

STEP 1: CLAIMANT INFORMATION
Printortypeallinformationrequestedinthespacesprovided . Includeyoursocialsecuritynumber(andyourspouse's,ifapplicable)andyourtaxdistrict .Donotuseanaddresslabel .

STEP 2: QUESTIONS
Complete lines 1 through 3 . For more information on legal residency,seetheinstructionsforline2ofScheduleH .

STEP 3: HOUSEHOLD INCOME
Note:Ifyourspousediedin2008,seePart5onpage16of theScheduleHinstructionsbeforeyoucontinue . Line 4 ­ Income from Tax Return Fill in the income from your2008Wisconsinincometaxreturn .Formoreinformation, including instructions for when you have already filed your return,seetheinstructionsforline7ofScheduleH . Line 5 ­ Income - No Tax ReturnFillintheamountofyour(or thetotalofbothspouses,ifmarried)wages,interest,dividends, and other income taxable to Wisconsin on lines5a and 5b . Attachaseparatescheduleifmorespaceisneeded .Formore information,includinganavailablesubtractionformedicaland long-termcareinsurancecosts,seetheinstructionsforline8 ofScheduleH . Lines 6a through 6i ­ Nontaxable Income Fill in all nontaxable household income received in 2008 from any of the sourcesindicated .Ifyouaremarried,combinetheincomesof bothspouses .Donotincludeamountsreportedonline4,5a, or5b .Formoreinformation,seetheinstructionsforlines9a through9g,9i,and9jofScheduleH .Note:IncludeMedicare premium deductions in any amounts entered on lines6b or6c . Line 7b ­ Qualifying Dependents Fill in the number of qualifying dependents . Multiply that amount by $250 . Fill in the result on line 7b . For information on who is considered a qualifying dependent, see the instructions for line 12b of ScheduleH . Line 7c ­ Total Household IncomeIsyourhouseholdincome less than your rent or property taxes? If yes, attach a note explaininghowyoupaidyourrentorpropertytaxesandyour otherlivingexpenses(food,utilities,clothing,etc .) .

6 Multiplyline4byline5 .Fillinhereand on line 10 (do not fill in line 8 or 9) ofScheduleH-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

STEP 5: CREDIT COMPUTATION
Lines 11 through 14­RefertoTablesAandBonpages17and18 oftheScheduleHinstructionstodetermineyourhomesteadcredit . If filing a Wisconsin income tax return, fill in the credit amount on line32ofForm1Aorline48ofForm1 .Doyouwantthedepartment to compute your credit? Ifyes, do not complete these lines . The departmentwillnotifyyouoftheamountofyourcredit .

STEP 6: SIGNING AND FILING YOUR CLAIM
Sign and Date Your Claim You must sign and date your ScheduleH-EZ . If married, your spouse must also sign . Note:A homestead credit claim may not be signed for or filed on behalf of adeceasedperson . How to Assemble Before filing Schedule H-EZ, see "How to Assemble" on page 14 of the Schedule H instructions.

STEP 4: TAXES AND/OR RENT
Homeowners ­ Fill in the net 2008 property taxes on your homestead on line 8. For more information, including a definition of "net property taxes," see the instructions for line 13 of ScheduleH .