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Wisconsin College Savings Accounts (Edvest and Tomorrow's Scholar)
Extracted from PDF file 2023-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 2023 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 Amount you contributed to the account for 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 .00 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 .00 6 Add lines 2 and 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 .00 7 Enter $3,860 ($1,930 if married filing separate or a divorced parent) . . . . . . . . . . . . . . . . . . . . . 7 .00 8 Enter the smaller of line 6 or 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 .00 9 Carryover (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 .00 10 Allowable subtraction. Add lines 8 and 9 (see instructions for further limitations). Do not enter more than $3,860 ($1,930 if married filing separate or a divorced parent.) Also complete Part II. 10 .00 5 Amount you contributed to the account for 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See instructions for completing form. Section C – Allowable Subtraction Section D – Total Amount Contributed to Account for 2014-2023 11 Amount contributed to the account by others for 2023. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 .00 12 Amount contributed to the account for 2014-2022 (from line 13 of 2022 Schedule CS) . . . . . . . 12 .00 13 Add lines 2, 11, and 12. This is the total amount contributed to the account for 2014-2023 . . . . 13 .00 Part II Eligible carryover 14 Amount you contributed to the accounts for 2023. 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 2023 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. 08-23) 2023 Schedule CS Name Account Beneficiary: Social Security Number Last name Page 2 of 2 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 2023 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 – 2023 from line 13 . . . . . . . . . . . . . . . . . . . . . . . . 20 .00 21 Amount claimed as a subtraction for 2014 – 2023 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 2023, 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 2023, 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- and do not complete lines 30 and 31. You do not have to add an amount to Wisconsin income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 .00 17000.00 .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 Part V Computation of Carryover from 2023 to 2024 32 Carryover from line 37 of 2022 Schedule CS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 .00 33 Carryover from line 16 of 2023 Schedule CS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 .00 34 Add amounts on lines 32 and 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 .00 35 Enter the following amounts from this 2023 Schedule CS a line 9 35a .00 35b .00 c line 23 35c .00 d line 26 35d .00 e line 31 .00 b line 17c 35e 36 Add the amounts on lines 35a through 35e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 .00 37 Subtract line 36 from line 34. This is your carryover to 2024 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 .00
2023 I-092 Schedule CS, College Savings Accounts (Edvest and Tomorrow's Scholar) (Fillable)
More about the Wisconsin Schedule CS Individual Income Tax TY 2023
We last updated the College Savings Accounts (Edvest and Tomorrow's Scholar) in February 2024, so this is the latest version of Schedule CS, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule CS directly from TaxFormFinder. You can print other Wisconsin tax forms here.
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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 2024.
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 eight 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:
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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