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Level 2
posted Feb 6, 2022 9:45:21 AM

Homestead Credit WI

I am able to file state and federal tax returns and then do the homestead credit through mail correct?

I do not need to fill out an H or H-EZ form? I will send the Rent Certificate Form and the H or H-EZ form to them correct?

What is the difference between H and H-EZ? I would use the H-EZ correct?

 

Thank you

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1 Replies
Employee Tax Expert
Feb 6, 2022 10:35:00 AM

You can upload the PDF of your 2021 property tax bill (if you owned and occupied your home) or an original rent certificate signed by your landlord (if you rented your home) along with your Schedule H or H-EZ into TurboTax. If you previously filed your Wisconsin income tax return and now wish to file a claim for homestead credit, you should write "Income Tax Return Separately Filed" on the top of your Schedule H or H-EZ. 

 

To access your Homestead Credit on TurboTax, please follow the prompts shown here.

 

You may file Schedule H-EZ if:

  • You (and your spouse, if married) have taxable and nontaxable income only from the following sources:
    1. Wages, salaries, tips, etc. (if any of your wages, salaries, tips, etc., are not taxable to Wisconsin, you cannot file on Schedule H-EZ)
    2. Interest and dividends
    3. Unemployment compensation
    4. Pensions, annuities, and other retirement plan distributions
    5. Social security benefits (including federal and state SSI, SSI-E, SSD, and caretaker supplement payments)
    6. Railroad retirement benefits
    7. Alimony, child support, and family maintenance
    8. Wisconsin Works (W2), county relief, kinship care, and other cash public assistance
    9. Gambling winnings (if your gambling winnings are reported on federal Schedule C or C-EZ, you cannot file on Schedule H-EZ)
       
  • During 2021 you (and your spouse, if married) did not repay any amount that was included as nontaxable household income on a prior year's homestead credit claim
  • You did not become married or divorced during 2021
  • You (and your spouse, if married) were a legal resident of Wisconsin from January 1 through December 31, 2021
  • You (and your spouse, if married) did not maintain separate homes during any part of 2021 (including one spouse in a nursing home)
  • Your home was used only for personal purposes while you lived there in 2021 (for example, no rental or business use, or use of a separate unit by others rent free)
  • Your home was located on one acre of land or less
  • You did not sell your home during 2021

If you cannot file on Schedule H-EZ, you must file on Schedule H. Depending on your tax situation would determine which form you would use.

 

For more information, please see Claiming Homestead Credit.