CAUTION:
The 2020 Schedule H may not be filed
prior to January 1, 2021
I-016i (R. 08-20)
Wisconsin
homestead credit
2020
H
Check here if
an amended return
1a What was your age as of December 31, 2020? (If you were under 18, you do not qualify for homestead credit for 2020.) 1a Fill in age
b What was your spouse’s age as of December 31, 2020? ........................................... 1b Fill in age
c If you and your spouse were under age 62 as of December 31, 2020, were you or your spouse disabled? .... 1c Yes No
d If you and your spouse were not disabled, and under age 62, did you or your spouse have positive earned
income (see page 7) in 2020? (If “No”, you do not qualify) .......................................... 1d Yes No
2 Were you a legal resident of Wisconsin from 1-1-20 through 12-31-20? (If “No,” you do not qualify.) ......... 2 Yes No
3 Were you claimed or will you be claimed as a dependent on someone else’s 2020 federal income tax return?
(If “Yes” and you were under age 62 on December 31, 2020, you do not qualify.) ......................... 3 Yes No
4a Are you now living in a nursing home? (If “Yes,” indicate the date you entered and the
nursing home name and address ) ... 4a Yes No
b If “Yes,” are you receiving medical assistance under Title XIX? (If both 4a and 4b are “Yes,” you do not qualify.) .... 4b Yes No
5
Did you become married or divorced in 2020? (If “Yes,” fill in date ; see pages 22 and 23.)
5 Yes No
6a If married for any part of 2020, did you and your spouse maintain separate homes during any part of the year?
(If “Yes,” see page 21.) ....................................................................... 6a Yes No
b If you and your spouse maintained separate homes while married during 2020, did either spouse notify
the other of their marital property income? (See page 21) ............................................ 6b Yes No
Check below then fill in either the name of the city,
village, or town, and the county in which you lived
at the end of 2020.
City
County of
Claimant’s legal first nameClaimant’s legal last name
Spouse’s legal first nameSpouse’s legal last name
Current home address (number and street)
StateCity or post office Zip code
Spouse’s social security number
M.I.
M.I.
City, village,
or town
Village Town
Special
conditions
(See page 10.)
Apt. no.
Claimant’s social security number
7 Wisconsin income from your 2020 income tax return (see page 11) ........................ 7
8 If you or you and your spouse are not filing a 2020 Wisconsin return, fill in Wisconsin
taxable income on lines 8a and 8b.
a Wages + Interest + Dividends = ... 8a
b Other taxable income. Attach a schedule listing each income item (see page 11) ............ 8b
c Medical and long-term care insurance subtraction. Enter as a negative number .............. 8c
9 Nontaxable household income. Do not include amounts filled in on line 7, 8a, or 8b.
a Unemployment compensation ...................................................... 9a
b Social security, federal and state SSI, SSI-E, SSD, and CTS payments.
Include Medicare premium deductions
(see page 12)
.................................... 9b
c Railroad retirement benefits. Include Medicare premium deductions ....................... 9c
d Pensions and annuities, including IRA, SEP, SIMPLE, and qualified plan distributions (see page 13) 9d
e Contributions to deferred compensation plans (see box 12 of wage statements, and page 13) ... 9e
f Contributions to IRA, self-employed SEP, SIMPLE, and qualified plans ..................... 9f
g Interest on United States securities (e.g., U.S. Savings Bonds) and state and municipal bonds ... 9g
h Scholarships, fellowships, grants (see page 13), and military compensation or cash benefits .... 9h
i Child support, maintenance payments, and other support money (court ordered) ............. 9i
j Wisconsin Works (W2), county relief, kinship care, and other cash public assistance (see page 14) . . 9j
10 Add lines 7 through 9j. Enter here and on line 11a, at the top of page 2 .................... 10
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NO COMMAS; NO CENTS
Household Income
Include all 2020 income as listed below. If married, include the incomes of both spouses. See pages 10 to 17.
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For questions 1a through 1d, see pages 4 and 10 of the instructions.
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11 a Enter amount from line 10 here ..................................................... 11a
b Workers’ compensation, income continuation, and loss of time insurance (e.g., sick pay) ........ 11b
c Gain from sale of home excluded for federal tax purposes (see page 14) .................... 11c
d Other capital gains not taxable (see page 14) .......................................... 11d
e Net operating loss carryforward or carryback and capital loss carryforward (see page 14) ....... 11e
f Income of nonresident spouse or part-year resident spouse; nontaxable income from
sources outside Wisconsin; resident managers rent reduction; clergy housing allowance;
and nontaxable Native American income ............................................. 11f
g Partners, LLC members, and tax-option (S) corporation shareholder’s distributive share of
depreciation, Section 179 expense, depletion, amortization, and intangible drilling costs.
If none was claimed, write “None” on federal Schedule E, Part II, near the entity’s name ........ 11g
h Car or truck depreciation (standard mileage rate) (see page 15) ........................... 11h
 i
Other depreciation, Section 179 expense, depletion, amortization, and intangible drilling costs ... 11i
j Disqualified losses (see Schedule 4, page 4) .......................................... 11j
12 a Subtotal. Add lines 11a through 11j
(if less than the total of lines 13, 14a, and 14c, see page 16)
.... 12a
b Number of qualifying dependents. Do not count yourself or your spouse (see page 16) x $500 = 12b
c Household income. Subtract line 12b from line 12a (if $24,680 or more, no credit is allowed) ..... 12c
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2020 Schedule H
Page 2 of 4
SSNName
For Department Use Only
Claimant’s signature Spouse’s signature Date Daytime phone number
Under penalties of law, I declare this homestead credit claim and all attachments are true, correct, and complete to the best of my knowledge and belief.
Sign
Here
( )
Mail to:
Wisconsin Department of Revenue
PO Box 34
Madison WI 53786-0001
DON’T file this claim UNLESS a
rent certificate or property tax bill
(or closing statement) is included.
STOP
C
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Credit Computation
16 Fill in the smaller of (a) amount on line 15 or (b) $1,460 ................................ 16
17 Using the amount on line 12c, fill in the appropriate amount from Table A (page 24) .......... 17
18 Subtract line 17 from line 16 (if line 17 is more than line 16, fill in 0; no credit is allowable) ... 18
19 Homestead credit – Using the amount on line 18, fill in the credit from Table B (page 25) ...... 19
If filing a Wisconsin income tax return, fill in your homestead credit (line 19) on line 30 of Form 1
or line 64 of Form 1NPR.
Don’t delay your refund. Attach all necessary documents. See page 20.
13 Homeowners – Net 2020 property taxes on your homestead, whether paid or not ........... 13
14 RentersRent from your rent certificate(s), line 8a (or Shared Living Expenses Schedule). See pages 17 to 19.
Heat included (8b of rent certificate is “Yes”) ............ 14a x .20 (20%) = 14b
Heat not included (8b of rent certificate is “No”) ......... 14c x .25 (25%) = 14d
15 Total of lines 13, 14b, and 14d (or amount from line 6 of Schedule 3) ......................... 15
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A Check here if your home was located on more than one acre of land and was not part of a farm; see Schedule 1, page 3 ........ A
B Check here if your home was located on more than one acre of land and was part of a farm ................................ B
C Check here if your home was used for other than personal or farm purposes while you lived there in 2020; see Schedule 2, page 3 C
D Check here if you received Wisconsin Works (W2) payments or county relief during 2020; see Schedule 3, page 3 ............. D
Taxes and/or Rent
See pages 17 to 19.
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I-016bi
2020 Schedule H
Page 3 of 4
SSNName
Schedule 2
Allowable Taxes/Rent – Home Used Partly for Purposes Other Than Farm or Personal Use
Complete this schedule if your homestead (as defined
on page 7 of the instructions) was not part of a farm but
was used partly for purposes other than personal use
while you lived there in 2020. Only the personal portion
of your property taxes/rent may be claimed.
• “Other uses” include part business or rental use where
a deduction is allowed or allowable for tax purposes,
and a separate unit occupied by others rent free.
See paragraph 3 under “Exceptions: Homeowners
and/or Renters” (page 19) for examples and additional
information.
1 Net 2020 property taxes/rent or
amount from line 9 of Schedule 1
(see pages 17 to 19) ................ 1
2 Percentage of homestead used
solely for personal purposes .......... 2
3 Multiply line 1 by line 2. Fill in here and
on line 13, 14a, or 14c of Schedule H,
or on line 1 or 2 of Schedule 3 below ... 3
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Homeowners: Complete this schedule if your home
was on more than one acre of land and was not part of
a farm (as defined on page 7 of the instructions). Claim
only the property taxes on one acre of land and the
buildings on it.
Renters: If your home was on more than one acre of land
and was not part of a farm, do not complete Schedule 1,
but see exception 4 under “Exceptions: Homeowners
and/or Renters” (page 19) for instructions.
• Do not complete this schedule if your home was part
of a farm. You may claim the property taxes on up to
120 acres of land adjoining your home and all improve-
ments on those 120 acres.
If you wish to use a different method to prorate your
property taxes, attach to Schedule H your computation
of allowable property taxes.
1 Assessed value of land (from tax bill) ... 1
2 Number of acres of land ............. 2
3 Divide line 1 by line 2 ................ 3
4 Assessed value of improvements
(from tax bill) ...................... 4
5 Add line 3 and line 4 ................ 5
6 Add line 1 and line 4 (total assessed value) 6
7 Divide line 5 by line 6 (carry the decimal
to four places) ..................... 7
8 Net 2020 property taxes (see instructions
for line 13 of Schedule H, on page 17) ..... 8
9 Multiply line 8 by line 7. Fill in here and
on line 13 of Schedule H or line 1 of
Schedule 2 or 3 below ............... 9
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Schedule 1
Allowable Taxes – Home on More Than One Acre of Land
.
Complete this schedule if, for any month of 2020, you
received a) Wisconsin Works (W2) payments of any amount,
or b) county relief payments of $400 or more. If you received
these payments for all 12 months of 2020, do not complete
Schedule H; you do not qualify for homestead credit.
Example: You received Wisconsin Works payments for
4 months in 2020. Rent paid for 2020 was $4,500, and
heat was included.
Line
2 20% of rent paid ($4,500 x .20) ........... $900
4 Monthly rent ($900 ÷ 12) ................ $475
5 Number of months no Wisconsin Works
received ............................. 8
6 Reduced rent ($75 x 8 months) ........... $600
In this example, “600” would be filled in on line 15 of
Schedule H.
1 Homeowners – fill in the net 2020
property taxes on your homestead or the
amount from line 3 of Schedule 2 ...... 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) or line 3 of Schedule 2 .. 2
3 Add line 1 and line 2; fill in the smaller of
a) the total of lines 1 and 2, or b) $1,460 .. 3
4 Divide line 3 by 12 ................... 4
5 Number of months in 2020 for which you
did 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 15 of Schedule H. Do not fill in
line 13 or 14 ....................... 6
Taxes/Rent Reduction – Wisconsin Works (W2) or County Relief Recipients
Schedule 3
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The Property Tax Deferral Loan Program provides loans to help individuals age 65 or older pay their property taxes. Qualified
applicants may participate even if they receive homestead credit. For more information, contact the Wisconsin Housing and
Economic Development Authority at (608) 266-7884 (Madison), (414) 227-4039 (Milwaukee), or 1-800-755-7835.
Note
Homeowners Age 65 or Older
Disqualied Losses
Schedule 4
2020 Schedule H
Page 4 of 4
SSNName
Completethisscheduleifyouhadanydisqualiedlosses.Disqualiedlossesarelossesindicatedonlines2-10below(seethe
instructionsforline11jonpage15).Disqualiedlossesarerequiredtobeaddedbacktohouseholdincomeforhomesteadcredit
purposes.Adisqualiedlossdoesnotincludenetgainsfromthesaleorexchangeofcapitalorbusinessassetsornetprots.Enter
all amounts as positive numbers.
1 If your primary income was from farming, did the farm generate less than $250,000 in gross
receipts in 2020? .............................................................. 1
(if yes, do not complete this schedule. Your net losses do not have to be added back.)
2 Net business loss from a sole proprietorship ......................................... 2
3 Net capital loss (Include only current year capital losses on this line. Do not include any capital
loss carryforward) ............................................................. 3
4 Net rental real estate and royalty loss .............................................. 4
5 Net loss from a partnership ...................................................... 5
6 Net loss from a tax-option (S) corporation ........................................... 6
7 Net loss from a trust or estate .................................................... 7
8 Net loss from a real estate mortgage investment conduit ............................... 8
9 Net loss from the sale of business property (not including losses from involuntary conversions) . 9
10 Net farm loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Subtotal (add lines 2 through 10) .................................................. 11
12 Amount of depreciation, Section 179 expense, depletion, amortization, and intangible drilling
costs reported on lines 11g, 11h, and 11i which is included on lines 2 through 10 above ....... 12
13
Total (Subtract line 12 from line 11). If zero or less, enter 0 (zero). Fill in here and on line 11j
of Schedule H ................................................................ 13
Yes No
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