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New Member
posted Feb 6, 2020 12:05:49 PM

It says I need info for homestead credit in PDF form. I answered all questions but don't know where to get info for PDF? No instructions on where to go or what to do.

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10 Replies
Expert Alumni
Feb 6, 2020 12:36:43 PM

What state are you in? This will help us research this for you. 

New Member
Feb 9, 2020 10:42:34 AM

State of Wisconsin

Expert Alumni
Feb 12, 2020 12:16:31 PM

There don't appear to be any .pdf requirements to file for your homestead credit.

Please see the Wisconsin Department of Revenue's E-Filing of Individual Income Tax Returns with Homestead Credit Claims page for filing guidance.

New Member
Mar 30, 2020 11:20:02 PM

I'm getting the same message. Am I just supposed to scan my Rent Certificate?

Expert Alumni
Apr 1, 2020 12:47:46 PM

Please follow the directions below if you need to upload your rent certificate.

  1. Log in to your TurboTax account (if already in select My Tax Timeline).
  2. Click My TurboTax at the top of the screen.
  3. Select My Docs from the drop-down menu.
  4. On the next screen, Click Add A Document.
  5. Select the document you want to upload and click Open.
  6. Once you have selected a category and tax year for the document, click Add Document.

 

Returning Member
Mar 13, 2021 9:26:42 AM

It's asking me the same thing and I am a homeowner, also for the state of Wisconsin. What document am I to add as a PDF?

Level 8
Mar 16, 2021 9:42:35 AM

For Wisconsin Homestead Credit, the link to the PDF is below....I've also included an additional link with some very good information as well. 

 

Wisconsin and Homestead Credit Details

 

Wisconsin Homestead PDF

New Member
Mar 16, 2021 10:45:42 AM

I emailed you two different copies of my rent certificate why can't I use those too

Employee Tax Expert
Mar 16, 2021 10:55:57 AM

As this is a public forum, we cannot see what was emailed. 

 

I can provide you the following link to help guide you though.  There is an option to obtain help with the credit as well as an email in the link under #7.

 

WI homestead credit information and instructions

 

@Dk0123

Returning Member
Apr 6, 2021 5:07:53 PM

Here is the PDF that need to fill out:

https://www.revenue.wi.gov/TaxForms2020/2020-ScheduleH-EZf.pdf

 

"

Which form do I use to file my homestead credit claim (Schedule H-EZ or Schedule H)?

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 2020 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 2020
  • You (and your spouse, if married) were a legal resident of Wisconsin from January 1 through December 31, 2020
  • You (and your spouse, if married) did not maintain separate homes during any part of 2020 (including one spouse in a nursing home)
  • Your home was used only for personal purposes while you lived there in 2020 (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 2020

If you cannot file on Schedule H-EZ, you must file onSchedule H."

 

https://www.revenue.wi.gov/Pages/FAQS/ise-home.aspx#home3