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Fill Out Your Wisconsin Homestead Credit Template

The Wisconsin Homestead Credit form is designed to provide financial assistance to eligible residents who own or rent their homes. This form allows individuals to claim a credit based on their household income and property taxes or rent paid during the previous year. Understanding the requirements and details of the form is essential for maximizing potential benefits.

Fill Out Your Wisconsin Homestead Credit Online

Fill Out Your Wisconsin Homestead Credit Template

Structure

The Wisconsin Homestead Credit form is a vital tool designed to assist eligible residents in reducing their property tax burden or rental costs. This form, officially known as H-EZ, is primarily aimed at homeowners and renters who meet specific criteria related to age, income, and residency. Claimants must provide personal information, including their social security numbers and legal names, as well as details about their living situation at the end of the tax year. Key questions on the form address the claimant's age, residency status in Wisconsin, and whether they have been claimed as a dependent on another tax return. Income details are crucial, as applicants must report their total household income to determine eligibility for the credit. Additionally, the form requires information about property taxes paid or rent incurred during the year, as these figures directly influence the credit amount. Finally, the form includes a declaration section, where claimants affirm the accuracy of their information under penalties of law. Understanding the nuances of this form can significantly impact financial relief for many Wisconsin residents.

Form Example

CAUTION:

The 2022 Schedule H-EZ may not be

filed prior to January 1, 2023

H‑EZ Wisconsin homestead credit

Check here if

an amended return

2022

Claimant’s social security number

Spouse’s social security number

Check below then fill in either the name of the city,

village, or town, and the county in which you lived

at the end of 2022.

Claimant’s legal last name

Claimant’s legal first name

M.I.

City

Village

Town

Spouse’s legal last name

Spouse’s legal first name

M.I.

City, village,

or town

Current home address (number and street)

Apt. no.

County of

City or post office

State

Zip code

Special

(See page 10 of the

conditions

Schedule H instructions.)

1 a What was your age as of December 31, 2022? (If you were under 18, you do not qualify for
homestead credit for 2022.)	1a	Fill in age
b What was your spouse’s age as of December 31, 2022?	1b	Fill in age

cIf you and your spouse were under age 62 as of December 31, 2022, were you or your spouse

disabled? (See instructions)	1c		Yes

dIf you and your spouse were not disabled, did you or your spouse have positive earned income

(see Schedule H instructions) in 2022? (If “No”, you do not qualify - see instructions)	1d	Yes

2 Were you a legal resident of Wisconsin from 1-1-22 through 12-31-22? (If “No,” you do not qualify.)	2	Yes

3Were you claimed or will you be claimed as a dependent on someone else’s 2022 federal income

tax return? (If “Yes” and you were under age 62 on December 31, 2022, you do not qualify.)	3		Yes

No No

ATTACH rent certificate or property tax bill

Household Income	Print numbers like this 	Not like this 	NO COMMAS; NO CENTS
4 Wisconsin income from line 7 of Form 1 (see instructions)		. . . . . . . . . . . . . . . . . . . . .	. 4	.00

5If not filing a 2022 Wisconsin return, fill in Wisconsin taxable income below.

a Wages	.00 + Interest	.00 + Dividends			.00 = . . .			5a	.00

b Other taxable income (list type and amount)
b Other taxable income (list type and amount)								5b	.00
c Medical and long-term care insurance subtraction. Enter as a negative number						. .	. . . . . .	5c	.00
6 Nontaxable income not included on line 4, 5a, or 5b above.
a Unemployment compensation					. . . . . . . . .			. 6a	.00
. . . . . . .b Social security, federal and state SSI, SSI-E, SSD, and CTS payments (see instructions) .									.00
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .c Railroad retirement benefits					. . . . . . . . .			. 6c	.00
d Pensions, annuities, and other retirement plan distributions							.	6d
					.00			6d
e Contributions to deferred compensation plans (see box 12 of wage statements)							.	6e
					. . . . . . . . .			6e	.00
. . . . . . . . . . . . . .f Contributions to IRA and SIMPLE plans			. . . . . . . . . . . . . . . . . . .	. . . .	. . . . . . . . .			. 6f	.00
g Interest on United States bonds and notes and state and municipal bonds							.	6g
					. . . . . . . . .			6g	.00
h Child support, maintenance payments, and other support money (court ordered)							.	6h
					. . . . . . . . .			6h	.00
. . . i Wisconsin Works (W2) payments, county relief, kinship care, and other cash public assistance .								6i	.00
7 a Add lines 4 through 6i (if less than the total of lines 8, 9a, and 9c, see instructions)							.	7a
					. . . . . . . . .			7a	.00
b Fill in number of qualifying dependents (do not count yourself or your spouse)						x $500 =		7b	.00
c Household income. Subtract line 7b from line 7a (if $24,680 or more, no credit is allowed)							.	7c
					. . . . . . . . .			7c	.00

I-015i

Mail to:

Wisconsin Department of Revenue PO Box 34

Madison WI 53786-0001

Caution:

2022 Schedule H-EZ

Name

SSN

Page 2 of 2

Taxes and/or Rent

Before completing this section, see instructions for taxes and/or rent (STEP 4). NO COMMAS; NO CENTS

8 Homeowners – Net 2022 property taxes on your homestead. Attach your 2022 tax bill

.00

9Renters–Rent from line 8a of your rent certificate(s) or line 7 of your Shared Living Expenses

Schedule.

Heat included (8b of rent certificate is “Yes”)	9a	.00	x .20 (20%)	=	9b	.00
. . . . . . .Heat not included (8b of rent certificate is “No”)	9c	.00	x .25 (25%)	=	9d	.00
10 Add lines 8, 9b, and 9d (or enter amount from line 6 of Taxes/Rent Reduction Schedule)				. .	10	.00

Credit Computation

NO COMMAS; NO CENTS

11 Fill in the smaller of the amount on line 10 or $1,460		11	.00
12	.Using the amount on line 7c, fill in the appropriate amount from Table A (page 25)	12	.00
13	.Subtract line 12 from line 11 (if line 12 is more than line 11, fill in 0; no credit is allowable). . . .	13	.00
14	.Homestead credit – Using the amount on line 13, fill in the credit from Table B (page 26)	14	.00
	If filing a Wisconsin income tax return, fill in your homestead credit (line 14) on line 32 of Form 1
	or line 63 of Form 1NPR.

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.

Sign

Claimant’s signature

Date

Daytime phone number

Wisconsin Identity Protection PIN (7 characters)

(

)

here

Sign

Spouse’s signature

Date

Daytime phone number

Wisconsin Identity Protection PIN (7 characters)

here

(

)

Only enter a Wisconsin Identity Protection PIN if you received one from the department (see page 21).

For Department Use Only

➤ PDF File

Document Specs

Fact Name	Details
Form Name	The form used for claiming the Wisconsin Homestead Credit is known as H-EZ.
Eligibility Age	Claimants must be at least 18 years old as of December 31, 2021, to qualify for the credit.
Residency Requirement	Applicants must have been legal residents of Wisconsin from January 1, 2021, through December 31, 2021.
Dependent Status	If claimed as a dependent on someone else's federal tax return, eligibility for the credit may be affected.
Income Limit	The household income must be less than $24,680 to qualify for the Homestead Credit.
Property Tax Requirement	Homeowners must provide proof of net property taxes paid on their homestead for 2021.
Renters' Information	Renters need to attach their rent certificate to the form, showing the amount of rent paid.
Credit Amount	The maximum credit amount is $1,460, depending on the calculations from the provided information.
Governing Law	The Wisconsin Homestead Credit is governed by Wisconsin Statutes Chapter 71.54.

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