topic Re: Schedule CS in Education

Schedule CS

KateL — Tue, 24 Feb 2026 05:44:07 GMT

I just realized that I completed Schedule CS incorrectly for the last three years. I thought the owner of the account was my daughter, so I completed Part II for my contributions rather than Part I. Does this impact anything that I need to make a correction with the IRS? If so, what do I need to do?

Your help would be greatly appreciated.

Re: Schedule CS

Hal_Al — Sat, 08 Apr 2023 19:15:35 GMT

There is no federal schedule CS.

Is this for the Wisconsin state tax?

Re: Schedule CS

KateL — Sat, 08 Apr 2023 19:16:28 GMT

Yes

Re: Schedule CS

Hal_Al — Sat, 08 Apr 2023 20:50:19 GMT

Your description of a problem doesn't match the form.

I'm not familiar with WI. That said, if you think the form needs correcting, I suggest correcting it and sending it to the Wisconsin Dept. of Revenue (WDOR), with a cover letter explanation and copy of the original form.

The purpose of the form appears to be to track carry over contributions so that you can deduct, in future years, what you contributed but were not allowed to deduct this year. It sounds like something WDOR will be checking on future tax returns.