Fillable Printable 2016 I-015 Schedule H-Ez, Wisconsin Homestead Credit - Short Form
Fillable Printable 2016 I-015 Schedule H-Ez, Wisconsin Homestead Credit - Short Form
2016 I-015 Schedule H-Ez, Wisconsin Homestead Credit - Short Form
8Homeowners–Net 2016 property taxes on your homestead. Attach your 2016 tax bill ............8
9Renters–Rent from your rent certicate(s), line 8a (or Shared Living Expenses Schedule).
Heat included
(8b of rent certicate is “Yes”)
.............9a x .20 (20%) =9 b
Heat not included
(8b of rent certicate is “No”)
..........9c x .25 (25%) = 9 d
10Add lines 8, 9b, and 9d (
or enter amount from line 6 of Taxes/Rent Reduction Schedule
) .............10
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Credit Computation
Taxes and/o r R ent
4Wisconsin income from line 12 of Form 1A or line 13 of Form 1 (see instructions) ...............4
5If not ling a 2016 Wisconsin return, ll in Wisconsin taxable income below.
aWages + Interest +Dividends = ...5a
bOther taxable income (list type and amount)5b
6Nontaxable income not included on line 4, 5a, or 5b.
aUnemployment compensation ...................................................... 6a
bSocial security, federal and state SSI, SSI-E, SSD, and CTS payments (see instructions) ........6b
cRailroad retirement benets ........................................................6c
dPensions, annuities, and other retirement plan distributions ................................6d
eContributions to deferred compensation plans (see box 12 of wage statements) .................6e
fContributions to IRA and SIMPLE plans ...............................................6f
gInterest on United States bonds and notes and state and municipal bonds ....................6g
hChild support, maintenance payments, and other support money (court ordered) ...............6h
iWisconsin Works (W2) payments, county relief, kinship care, and other cash public assistance ....6i
7 aAdd lines 4 through 6i (if less than the total of lines 8, 9a, and 9c, see instructions) .............7a
bFill in number of qualifying dependents (do not count yourself or your spouse) x $500 = 7b
cHousehold income.
Subtract line 7b from line 7a (if $24,680 or more, no credit is allowed)
.............7c
Print numbers like this
NO COMM AS; NO CENTS
1 a What was your age as of December 31, 2016?
(If you were under 18, you do not qualify for homestead credit for 2016.)
1aFill in age
bIf you are married and your spouse was age 65 or over as of December 31, 2016, check where indicated ....1bCheck here
2Were you a legal resident of Wisconsin from 1-1-16 through 12-31-16? (If “No,” you do not qualify.) .........2YesNo
3Were you claimed or will you be claimed as a dependent on someone else’s 2016 federal income tax return?
(If “Yes” and you were under age 62 on December 31, 2016, you do not qualify.) ........................3YesNo
Before completing this section, see instructions for taxes and/or rent (STEP 4).
11Fill in the smallerof the amount on line 10 or $1,460 ....................................11
12Using the amount on line 7c, ll in the appropriate amount from Table A
(page 17)
.............12
13Subtract line 12 from line 11
(if line 12 is more than line 11, ll in 0; no credit is allowable)
..........13
14Homestead credit–Using the amount on line 13, ll in the credit from Table B
(page 18)
........14
I-015i
Claimant’s signature Spouse’s signature Date Daytime phone number
Mail to:
Wisconsin Department of Revenue
PO Box 34
Madison WI 53786-0001
Und e r p e n a lties of l a w, I declare t his hom estead c r edit c l aim and a ll att a chment s a re tru e, correct , a n d comp lete to the b e st of my know l edge an d b e lief.
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Household Income
Sign
Here
ATTACH r e n t c er tifi c a t e or pro p er ty tax bil l
For Department Use Only
C
( )
Check below then fill in either the name of city,
village, or town, and the county in which you lived
at th e end o f 2016.
City
Wisconsin
homeste ad c r e d it
2016
H‑EZ
County of
Legal rst nameClaimant’s legal last name
Spouse’s legal rst nameSpouse’s legal last name
Current home address (number and street)
StateCity or post ofceZip code
Spouse’s social security number
M.I.
M.I.
City, village,
or town
VillageTown
Special
conditions
(See page 7 of the
Schedule H instructions.)
Apt. no.
Claimant’s social security number
Check here if
an amended return
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If you qualify for homestead credit, you may be able to use
Schedule H-EZ to file your claim. See “Do you Qualify?”
and “Which Schedule to File” on page 4 of the Schedule H
instructions.
Filling in Schedule H-EZ Use black ink. Round off cents
(dropamountsunder50¢andincreaseamountsfrom50¢to99¢
to the next dollar). Do not use commas or dollar signs.
Amending Schedule H-EZSee “Amending Schedule H or
H-EZ” on page 6 of the Schedule H instructions.
STEP 1: CLAIMANT INFORMATION
Print or type all information requested in the spaces provided.
Include your social security number (and your spouse’s, if
applicable) and your tax district. Do not use an address label.
STEP 2: QUESTIONS
Complete lines 1 through 3. For more information on legal
residency, see the instructions for line 2 of Schedule H.
STEP 3: HOUSEHOLD INCOME
Note:If your spouse died in 2016, see Part 5 on page 16 of the
Schedule H instructions before you continue.
Line 4 – Income from Tax Return Fill in the income from
your 2016 Wisconsin income tax return. For more information,
includinginstructionsforwhenyouhavealreadyfiledyourreturn,
see the instructions for line 7 of Schedule H.
Line 5 – Income - No Tax ReturnFillinyourtotal(and
your spouse’s total, if married) wages, interest, dividends,
and other income taxable to Wisconsin on lines 5a and 5b.
Attach a separate schedule if more space is needed. For more
information, including an available subtraction for medical and
long-term care insurance costs, see the instructions for line 8
of Schedule H.
Lines6athrough6i–NontaxableIncome Fill in all nontaxable
household income received in 2016 from any of the sources
indicated. If you are married, combine the incomes 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 i n a ny amounts entered on lines 6b or 6c.
Line 7a Istheamountonline7alessthanyourrentorproperty
taxes? If yes, attach a note explaining how you paid your rent
or property taxes and your other living expenses (food, utilities,
clothing, etc.).
Line 7b – Qualifying Dependents Fill in the number of
qualifying dependents. Multiply that amount by $500. Fill in the
result on line 7b. For a definition of“qualifying dependent,”see
the instructions for line 12b of Schedule H.
STEP 4: TAXES AND/OR RENT
Homeowners – Fill in the net 2016 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
Schedule H.
Renters– Complete lines 9a and 9b if heat was included in
your rent and/or lines 9c and 9d if heat was not included. For
more information, see the instructions for line 14 of Schedule H.
ExceptionDo any of the following apply to you? If yes, you
may be requi re d to re duc e you r net pr op erty ta xes an d /or rent
or attach additional information to Schedule H-EZ.
• You owned/rented a mobile or manufactured home and/or the
land on which it was located (see item 3 under Exceptions:
Homeownerson page 12 of theSchedule H instructions and
item 4 under Exceptions: Renters on page 12).
• There are names on the property tax b ill other th an yours or
your spouse’ s and/or you owned your homestead with others
in 2016 (see items 1 and 2 under Exceptions: Homeowners
on page 11 of the Schedule H instructions).
• The property tax bill does not show any lottery and gaming
credit (see item 5 under Exceptions: Homeowners on page 12
of the Schedule H instructions).
•You moved during 2016 (see item 2 under Exception:
Homeowners and/or Renters on page 13 of the Schedule H
instructions).
• You received a) any Wisconsin Works (W2) payments or
b) county relief of $400 or more for any month of 2016.
Complete the Taxes/Rent Reduction Schedule below.
Instructions for Schedule H-EZ
STEP 5: CREDIT COMPUTATION
Lines 11 through 14– Refer to Tables A and B on pages 17
and 18 of the Schedule H instructions to determine your home-
stead credit. If filing a Wisconsin income tax return, fill in the
credit amount on line 31 of Form 1A or line 45 of Form 1. Do
you want the Department of Revenue to compute your credit?
If yes, do not complete these lines. The department will notify
you of the amount of your credit.
STEP 6: SIGNING AND FILING YOUR CLAIM
Sign and Date YourClaimYoumustsignanddateyour
Schedule H-EZ. If married, your spouse must also sign. Note:
A homestead credit claim may not be signed for or filed on behalf
of a deceased person.
How to Assemble Before filing Schedule H-EZ, see “How to
Assemble” on page 14 of the Schedule H instructions.
1Homeown ers – f ill in the net 2016
property taxes on your homestead ...............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 8a of the rent certificate(s) .2
3
Add li ne 1 and line 2; fill in the smalle r
of the total or $1,460 .....................................3
4
Divide line 3 by 12 ........................................4
5
Num ber of mont hs in 2016 for w hich you di d
not receive a) any Wisconsin Works (W2)
payments or b) county relief payments of
$400 or more ................................................5
6
Multiply line 4 by line 5. Fill in here and
on line 10 (do not fill in line 8 or 9)
of Schedule H-EZ .........................................6
Taxes/Rent Reduction Schedule
Age 65 or older?The Property Tax Deferral Loan Program
can help pay your property taxes. See page 3 of Schedule H
for more information.
