Hi in our turbo tax program, the federal form went fine. Our state form will not let us claim the homestead credit, because it is claiming the full disability benefits. We looked at the paper form of the state and it only has the correct income, so how can we tell the program that we are entitled to claim the homestead credit???
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When you say disability do you mean SSDI (social security disabilitiy)?? Household income would include social security disability. Per publication 127 Homestead credit situations and solutions.
(3) Social security, pensions, or other retirement benefits not included in income on Schedule H or H-EZ
Situation
During the year to which the claim relates, the claimant or the claimant's spouse received:
• Social security
• Supplemental security income (SSI)
• Railroad retirement benefits
• Pensions and annuities (including distributions from a deferred compensation, IRA, SEP, SIMPLE, or
qualified plan)
This income was not included on Schedule H or H-EZ or the claimant is age 65 or older and did not receive
social security, SSI, or railroad retirement benefits.
Solution
SOCIAL SECURITY, SSI, AND RAILROAD RETIREMENT
Report the gross amount of social security or SSI benefits on line 9b of Schedule H (line 6b of Schedule H-EZ).
Report the gross amount of railroad retirement benefits on line 9c of Schedule H (line 6c of Schedule H-EZ).
If Medicare premiums were deducted from either social security or railroad retirement benefits, include the
amounts deducted (for example, $1,560 for 2018 for Medicare Part B premiums, unless Social Security or
the Railroad Retirement Board advises of a different amount, or $134 per month if you first qualified for
benefits in 2018) not just the net amount of the checks.
Note: "SSI" includes federal SSI payments, the additional "State SSI" payments, "SSI-E" (supplemental
security income - exceptional needs) payments, "SSD" (social security disability) payments, and "caretaker
supplement" payments.
Include the $255 social security death benefit if one was received. Do not include social security or SSI
payments paid directly to the claimant's children or to the claimant on the children's behalf, and payments
for services that are made under Title XX of the Social Security Act.
If the claimant or the claimant's spouse was age 65 or older as of December 31 and did not receive either
social security, SSI, or railroad retirement benefits during the year, attach a note explaining this.
https://www.revenue.wi.gov/DOR%20Publications/pb127.pdf
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