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Wisconsin College Savings Accounts (Edvest and Tomorrow's Scholar)
Extracted from PDF file 2019-wisconsin-schedule-cs.pdf, last modified April 2019College Savings Accounts (Edvest and Tomorrow's Scholar)
Tab to navigate within form. Use mouse to check applicable boxes, press spacebar or press Enter. Schedule CS Wisconsin Department of Revenue College Savings Accounts (Edvest and Tomorrow’s Scholar) Name Part I Save File with Wisconsin Form 1 or 1NPR Print Clear 2019 Social Security Number Owners of the Edvest or Tomorrow’s Scholar college savings account Section A – Allowable Subtraction 1 Name of account beneficiary: Last First 2 Amount you contributed to the account for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 .00 3 Enter $3,280 ($1,640 if married filing separate or a divorced parent) . . . . . . . . . . . . . . . . . . . . . 3 .00 4 Enter the smaller of line 2 or line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 .00 5 Carryover (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 .00 6 Allowable subtraction. Add lines 4 and 5 (see instructions for further limitations). Do not enter more than $3,280 ($1,640 if married filing separate or a divorced parent) . . . . . . . . . . 6 .00 7 Carryover to future years. Subtract line 6 from line 2. If line 6 is more than line 2, enter -0-. Also complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 .00 See instructions for completing form. Section B – Eligible Carryover Section C – Total Amount Contributed to Account for 2014 – 2019 8 Amount contributed to the account by others for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 .00 9 Amount contributed to the account for 2014 - 2018 (from line 10 of 2018 Schedule CS) . . . . . . 9 .00 10 Add lines 2, 8, and 9. This is the total amount contributed to the account for 2014 – 2019 . . . . . 10 .00 Part II Persons other than the account owner Section A – Allowable Subtraction 11 Name and address of account owner 12 Name of account beneficiary: Last First 13 Amount you contributed to the account for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 .00 14 Enter $3,280 ($1,640 if married filing separate or a divorced parent) . . . . . . . . . . . . . . . . . . . . . 14 .00 15 Enter the smaller of line 13 or line 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 .00 16 Carryover (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 .00 17 Allowable subtraction. Add lines 15 and 16 (see instructions for further limitations). Do not enter more than $3,280 ($1,640 if married filing separate or a divorced parent) . . . . . . . 17 .00 Section B – Eligible Carryover 18 Carryover to future years. Subtract line 17 from line 13. If line 17 is more than line 13, enter -0-. Also complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 .00 Part III Withdrawals within 365 days of deposit 19 Using a first-in, first-out method, did you withdraw an amount in 2019 from an Edvest or Tomorrow’s Scholar account within 365 days of a contribution to the account (see instructions)? a If yes, enter the amount deposited and withdrawn within 365 days . . . . . . . . . . . . . . . . . . . . 19a .00 b Enter the portion of the amount withdrawn that was previously claimed as a subtraction from income. This amount must be included in income (see the instructions) . . . . . . . . . . . . 19b .00 c Subtract line 19b from line 19a. This is the amount of carryover that must be reduced. Complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19c .00 Part IV – See next page I-092 (R. 04-19) 2019 Schedule CS Page 2 of 2 Name Social Security Number Account Beneficiary: Last name First name Part IV Distributions from a college savings account rolled over or not used for qualified education expenses Section A – Distribution Not Used for Qualified Higher Education Expenses 20 Who received the distribution check (check one): Account owner (Name of owner ) Account beneficiary (Name of beneficiary ) 21 If the owner or beneficiary was subject to a federal penalty for 2019 because a distribution was not used for qualified higher education expenses, enter the amount of the distribution not used for qualified higher education expenses . . . . . . . . . . . . . . . 21 .00 22 Amount contributed to the account for 2014 – 2019 from line 10. . . . . . . . . . . . . . . . . . . . . . . . . 22 .00 23 Amount claimed as a subtraction for 2014 – 2019 by all contributors . . . . . . . . . . . . . . . . . . . . . 23 .00 24 Enter the smaller of line 21, 22, or 23. Add this amount to your (owner’s) Wisconsin income . . . . 24 .00 25 If line 21 is greater than line 24, subtract line 24 from line 21. Any carryover must be reduced by this amount. Complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 .00 Section B – Rollover to another state’s qualified tuition program (complete lines 26-28) 26 If, during 2019, you rolled over an amount into another state’s qualified tuition program, enter the amount rolled over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 .00 27 Enter the portion of the amount on line 26 that was previously claimed as a Wisconsin subtraction from income by yourself and other contributors to the account. This amount must be added to your Wisconsin income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 .00 28 Subtract line 27 from line 26. This is the amount of carryover that must be reduced. Complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 .00 Section C – Rollover to a qualified ABLE account (complete lines 29-33) 29 If, during 2019, you rolled over an amount into a qualified ABLE account, enter the amount rolled over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 .00 30 Exclusion amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 15000.00 31 Subtract line 30 from line 29. If -0- or less, enter -0- and do not complete lines 32 and 33. You do not have to add an amount to Wisconsin income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 .00 32 Enter the portion of the amount on line 31 that was previously claimed as a Wisconsin subtraction from income by yourself and other contributors to the account. This amount must be added to your Wisconsin income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 .00 33 Subtract line 32 from line 29. This is the amount of carryover that must be reduced. Complete Part V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 .00 Part V Computation of Carryover from 2019 to 2020 34 Carryover from line 39 of 2018 Schedule CS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 .00 35 Carryover from line 7 or line 18 of 2019 Schedule CS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 .00 36 Add amounts on lines 34 and 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 .00 37 Enter the following amounts from this 2019 Schedule CS a lines 5 or 16 ________________________________________ 37a .00 b line 19c ____________________________________________ 37b .00 c line 25 _____________________________________________ 37c .00 d line 28 _____________________________________________ 37d .00 e line 33_____________________________________________ 37e .00 38 Add the amounts on lines 37a through 37e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 .00 39 Subtract line 38 from line 36. This is your carryover to 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 .00 I-092 (R. 04-19)
2019 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable Form)
More about the Wisconsin Schedule CS Individual Income Tax TY 2019
We last updated the College Savings Accounts (Edvest and Tomorrow's Scholar) in February 2020, so this is the latest version of Schedule CS, fully updated for tax year 2019. You can download or print current or past-year PDFs of Schedule CS directly from TaxFormFinder. You can print other Wisconsin tax forms here.
Other Wisconsin Individual Income Tax Forms:
TaxFormFinder has an additional 88 Wisconsin income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form 1 | Income Tax Return (Long Form) |
| Income Tax Instructions | Wisconsin Form 1 Instructional Booklet |
| Schedule H-EZ | Homestead Credit Claim (Easy Form) |
| Form 1-ES | Estimated Income Tax Voucher |
| Schedule H | Homestead Credit Claim |
View all 89 Wisconsin Income Tax Forms
Form Sources:
Wisconsin usually releases forms for the current tax year between January and April. We last updated Wisconsin Schedule CS from the Department of Revenue in February 2020.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Wisconsin Schedule CS
We have a total of five past-year versions of Schedule CS in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2019 Schedule CS
2019 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable Form)
2018 Schedule CS
2018 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (fillable)
2017 Schedule CS
2016 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (fillable)
2016 Schedule CS
2016 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar)
2015 Schedule CS
2015 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (fillable)
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