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Wisconsin College Savings Accounts (Edvest and Tomorrow's Scholar)
Extracted from PDF file 2024-wisconsin-schedule-cs.pdf, last modified April 2019College Savings Accounts (Edvest and Tomorrow's Scholar)
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Schedule CS Wisconsin Department of Revenue Save College Savings Accounts (Edvest and Tomorrow’s Scholar) Part I Clear 2024 File with Wisconsin Form 1 or 1NPR Name Print Social Security Number Contributions to an Edvest or Tomorrow’s Scholar college savings account Section A – Owners of the Edvest or Tomorrow’s Scholar College Savings Account 1 Name of account beneficiary: Last First 2 .00 5 .00 6 Add lines 2 and 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 .00 7 Enter $5,000 ($2,500 if you are married and filing a separate return) . . . . . . . . . . . . . . . . . . . . . 7 .00 8 Enter the smaller of line 6 or 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 .00 9 Carryover from 2023 Schedule CS (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 .00 10 Allowable subtraction. Add lines 8 and 9 (see instructions for further limitations). Do not enter more than $5,000 ($2,500 if married and filing a separate return.) Also complete Part II . . . . . . 10 .00 2 Amount you contributed to the account for 2024 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B – Persons Other Than the Account Owner 3 Name and address of account owner: Last First Address 4 Name of account beneficiary: Last First 5 Amount you contributed to the account for 2024 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See instructions for completing form. Section C – Allowable Subtraction Section D – Total Amount Contributed to Account for 2014-2024 11 Amount contributed to the account by others for 2024. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 .00 12 Amount contributed to the account for 2014-2023 (from line 13 of 2023 Schedule CS) . . . . . . . 12 .00 13 Add lines 2, 11, and 12. This is the total amount contributed to the account for 2014-2024 . . . . 13 .00 Part II Eligible carryover 14 Amount you contributed to the accounts for 2024. Enter amount from line 6 . . . . . . . . . . . . . . . 14 .00 15 Amount from line 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 .00 16 Carryover to future years. Subtract line 15 from line 14. If line 15 is more than line 14, enter - 0-. Also complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 .00 Part III Withdrawals within 365 days of deposit 17 Using a first-in, first-out method, did you withdraw an amount in 2024 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 . . . . . . . . . . . . . . . . . . . . 17a .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) . . . . . . . . . . . . 17b .00 c Subtract line 17b from line 17a. This is the amount of carryover that must be reduced. Complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17c .00 Part IV – See next page I-092 (R. 8-24) 2024 Schedule CS Name Account Beneficiary: Last name Social Security Number Page 2 of 3 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 18 Who received the distribution check (check one): Account owner (Name of owner ) Account beneficiary (Name of beneficiary ) 19 If the owner or beneficiary was subject to a federal penalty for 2024 because a distribution was not used for qualified higher education expenses, enter the amount of the distribution not used for qualified higher education expenses . . . . . . . . . . . . . . . 19 .00 20 Amount contributed to the account for 2014 – 2024 from line 13 . . . . . . . . . . . . . . . . . . . . . . . . 20 .00 21 Amount claimed as a subtraction for 2014 – 2024 by all contributors . . . . . . . . . . . . . . . . . . . . . 21 .00 22 Enter the smaller of line 19, 20, or 21. Add this amount to your (owner’s) Wisconsin income . . . . 22 .00 23 If line 19 is greater than line 22, subtract line 22 from line 19. Any carryover must be reduced by this amount. Complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 .00 Section B – Rollover to another state’s qualified tuition program (complete lines 24-26) 24 If, during 2024, you rolled over an amount into another state’s qualified tuition program, enter the amount rolled over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 .00 25 Enter the portion of the amount on line 24 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 .00 26 Subtract line 25 from line 24. This is the amount of carryover that must be reduced. Complete Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 .00 Section C – Rollover to a qualified ABLE account (complete lines 27-31) 27 If, during 2024, you rolled over an amount into a qualified ABLE account, enter the amount rolled over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 28 Exclusion amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 29 Subtract line 28 from line 27. If -0- or less, enter -0- on lines 29 and 30, and go to line 31. You do not have to add an amount to Wisconsin income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 .00 18000.00 .00 30 Enter the portion of the amount on line 29 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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 .00 31 Subtract line 30 from line 27. This is the amount of carryover that must be reduced. Complete Part V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 .00 Section D – Rollover to Roth IRA (complete lines 32-39) 32 If, during 2024, you rolled over an amount into a Roth IRA, enter the amount rolled over . . . . . 32 .00 33 Exclusion amount (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 .00 34 Subtract line 33 from line 32. If -0- or less, enter -0- on lines 34 and 35, and go to line 36. You do not have to add an amount to Wisconsin income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 .00 35 Enter the portion of the amount on line 34 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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 .00 36 Subtract line 35 from line 32. This is the amount of carryover that must be reduced. Complete Part V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 .00 37 Prior year qualified Roth rollovers. Enter -0- for 2024 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 .00 38 Qualified Roth rollovers from any other sec. 529 plan during 2024 (see instructions). . . . . . . . . 38 .00 39 Total qualified Roth rollovers. Add lines 37 and 38 to the smaller of line 32 or 33. . . . . . . . . . . . 39 .00 Part V – See next page 2024 Schedule CS Name Account Beneficiary: Part V Social Security Number Last name Page 3 of 3 First name Computation of Carryover from 2024 to 2025 40 Carryover from line 37 of 2023 Schedule CS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 .00 41 Carryover from line 16 of 2024 Schedule CS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 .00 42 Add amounts on lines 40 and 41 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 .00 43 Enter the following amounts from this 2024 Schedule CS a line 9 43a .00 b line 17c 43b .00 c line 23 43c .00 d line 26 43d .00 e line 31 43e .00 f line 36 43f .00 44 Add the amounts on lines 43a through 43f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 .00 45 Subtract line 44 from line 42. This is your carryover to 2025. . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 .00
2024 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable)
More about the Wisconsin Schedule CS Individual Income Tax TY 2024
We last updated the College Savings Accounts (Edvest and Tomorrow's Scholar) in February 2025, so this is the latest version of Schedule CS, fully updated for tax year 2024. 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 |
|---|---|
| Income Tax Instructions | Wisconsin Form 1 Instructional Booklet |
| Form 1-ES | Estimated Income Tax Voucher |
| Form 1 | Income Tax Return (Long Form) |
| Schedule H-EZ | Homestead Credit Claim (Easy Form) |
| Form 1A | Income Tax Return (Short Form) OBSOLETE |
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 2025.
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 nine 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:
2024 Schedule CS
2024 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable)
2023 Schedule CS
2023 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable)
2022 Schedule CS
2022 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable Form)
2020 Schedule CS
2020 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable Form)
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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