Free 2008 Wisconsin Fiduciary Income Tax Return (for Estates or Trusts) (pdf fillable format) - Wisconsin

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Wisconsin fiduciary income tax for estates or trusts
For2008ortaxableyearbeginning
M M D D Y Y Y Y

andending
M M D D Y Y Y Y

2008
M.I. Decedent'ssocialsecuritynumber Estate's/Trust'sfederalEIN

ESTATESONLY­Legallastname

Firstname

DO NOT STAPLE

TRUSTSONLY­Legalname

Nameofpersonalrepresentative,petitioner,ortrustee

Addressofpersonalrepresentative,petitioner,ortrustee

City

State

Zipcode

Addresswheredecedentlivedattimeofdeath

City

State

Zipcode

Checkifapplicable

Initialreturn

Finalreturn

Amendedreturn

Check one Electingsmallbusinesstrust
Y

Datetrustorbankruptcyestatewascreatedordateofdecedent'sdeath Ifanestate,enterageofdecedentatdateofdeath Ifthisisatrustreturn,isthetrust Revocable or Yes Yes Ifatrust,isthegrantoraresidentofWisconsin? HasFormW706beenfiled? . . . . . . . . . . . . . . . SpecialConditions
Countyofjurisdiction Probatecasenumber
M M D D Y Y Y

Qualifiedfuneraltrust Bankruptcyestate Intervivostrust Testamentarytrust Section645election Decedent'sestate

Irrevocable? No No

Print numbers like this

Not like this

NO COMMAS; NO CENTS

1 Federaltaxableincomeoffiduciary(seeinstructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Additions(fromForm2,ScheduleA,column2,line6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Addlines1and2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Subtractions(fromForm2,ScheduleA,column2,line12) . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Wisconsintaxableincomeoffiduciary(subtractline4fromline3) . . . . . . . . . . . . . . . . . . . . . 5 6a Grosstax(seeinstructions,page4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b ESBT(seeinstructions,page4) . . . . . . . . . . . 6b 6a

.00 .00 .00 .00 .00 .00

.00 .00 .00 .00 .00 .00 .00 .00

7 Healthinsurancerisk-sharingplanassessmentscredit . . . . . . . . . . 7 Paperclip check or money order here 8a Supplementtofederalhistoricrehabilitationcredit . . . . . . . . . . . . . 8a . 8b Filmproductioncompanyinvestmentcredit . . . . . . . . . . . . . . . . . . . b 8

9 Addcreditsonlines7,8a,and8b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 1 0 Subtractline9fromline6a.Ifline9islargerthanline6a,fillinzero(0) . . . . . . . . . . . . . . . . . 10 1 1 Alternativeminimumtax.EncloseScheduleMT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1 2 Addlines10and11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 1 3 OthercreditsfromScheduleCR,line11 . . . . . . . . . . . . . . . . . . . . . 13 1 4 Nettaxpaidtoanotherstate.EncloseScheduleOS . . . . 14

.00 .00 .00 .00

1 5 Addcreditsonlines13and14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 . 1 6 Subtractline15fromline12.Ifline15islargerthanline12,enterzero(0) . . . . . . . . . . . . . . 16

I-020i

*I1F208991*

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Form2(2008)

Page2

of 3

NO COMMAS; NO CENTS

17 Enteramountfromline16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 Recyclingsurcharge.EncloseScheduleRS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Recaptureofinvestmentcredit(seeinstructions,page5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Addlines17through19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 Wisconsinincometaxwithheld(seeinstructions) . . . . . . . . . . . . . . . . 21 22 2008estimatedpaymentsandamountappliedfrom2007return . . . . 22 23 Farmlandpreservationcredit(encloseScheduleFC) . . . . . . . . . . . . . 23 24 Farmlandtaxreliefcredit:Farmlandtaxes .00 x.19= 24

.00 .00 .00 .00

.00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00

25 OthercreditsfromScheduleCR,line15 . . . . . . . . . . . . . . . . . . . . . 25 . 26 AMENDEDRETURNONLY­amountpaidwiththeoriginalreturn . 26 27 Addlines21through26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 28 AMENDEDRETURNONLY­refundfromoriginalreturnless amountappliedto2009estimatedtax . . . . . . . . . . . . . . . . . . . . . . . 28

29 Subtractline28fromline27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 30 Ifline29islargerthanline20,subtractline20fromline29 . . . . . . . . . . AMOUNTOVERPAID 30 31 Amountofline30tobeREFUNDEDTOYOU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 32 Amountofline30tobeappliedtoyour2009ESTIMATEDTAX . . . . 32 .

.00 .00

33 Ifline29islessthanline20,subtractline29fromline20 . . . . . . . . . . . . . . . .BALANCEDUE 33 34 Underpaymentinterest.Exceptioncode­SeeScheduleU Alsoincludeonline33(seeinstructions,page7) 34

.00

Paper clip copies of federal Form 1041 and schedules to this return. Also paper clip copies of Wisconsin Schedules 2K1 and WD (Form 2) and other documents, if required. A request for a closing certificate for fiduciaries must be made on Schedule CC. See instructions.
I,asfiduciary,declareunderpenaltiesoflawthatIhaveexaminedthisreturn(includingaccompanyingschedules,statements,and copyoffederalincometaxreturn)andtothebestofmyknowledgeandbeliefitistrue,correct,andcomplete.
Yoursignature Date Daytimephone



PERSONPREPARINGRETURN(individualandfirm)ifotherthantheprecedingsigner Name Signatureofpreparer

Date

( (

Daytimephone

) )

For Department Use Only

Mailyourreturnto:

WisconsinDepartmentofRevenue
MAN C

· If making a payment or submitting . ScheduleCCtorequestaclosingcertificate . . . . . . . . . . .POBox8918,MadisonWI53708-8918 · All other trusts and estates .......................................POBox8955,MadisonWI53708-8955

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*I2F208991*

Form2(2008) Name(s)shownonForm2 Decedent'ssocialsecuritynumber

Page3 Estate's/Trust'sFEIN

of 3

SCHEDULE A ­ Additions and Subtractions
ADDITIONS: 1. Adjustmenttoconvert2008federaltaxableincometotheamount allowableforWisconsin(ScheduleB) . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Interest(lessrelatedexpenses)onstateandmunicipalobligations . . . 3. Taxesfromline11offederalForm1041 . . . . . . . . . . . . . . . . . . . . . . . . 4. Capitalgain/lossadjustment(seeinstructions) . . . . . . . . . . . . . . . . . . . 5. Other(specify) 6. Totaladditions(addlines1through5).Entertheamountfromcol.2 online2ofForm2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SUBTRACTIONS: 7. Adjustmenttoconvert2008federaltaxableincometotheamount allowableforWisconsin(ScheduleB) . . . . . . . . . . . . . . . . . . . . . . . . . . 8. Interest(lessrelatedexpenses)onobligationsoftheUnitedStates . . . 9. Capitalgain/lossadjustment(seeinstructions) . . . . . . . . . . . . . . . . . . . 10. Refundsofstateandlocaltaxes(seeinstructions) . . . . . . . . . . . . . . . . 11. Other(specify) 12. Totalsubtractions(addlines7through11).Entertheamountfrom col.2online4ofForm2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .00 .00 .00 .00 .00 .00
COL.1- DistributableIncome (ReportonSchedule2K-1) COL.2 NondistributableIncome

.00 .00 .00 .00 .00 .00 .00 .00

.00 .00 .00 .00 .00 .00

SCHEDULE B ­ Adjustments to Convert 2008 Federal Taxable Income to the Amount Allowable for Wisconsin (see instructions on page 11)
NATUREOFADJUSTMENT­Explainfullyonenclosedschedule. 1. TOTALfromenclosedschedule
a. EntertotalfromdistributablecolumnonWisconsinSchedule2K-1,asappropriate. b. Iftotalinnondistributablecolumnisapositive number,enteriton ScheduleA,line1. Iftotalinnondistributablecolumnisanegative number,enteriton ScheduleA,line7,asapositivenumber.
Adjustmentsfor2008 Distributable Nondistributable

.00

.00

SCHEDULE C ­ Adjustments to Capital Gains/Losses Because Capital Assets Disposed of Had Different Basis for Wisconsin and Federal Income Tax Purposes
1. a . b . c . d . 3. a . b . c . d .
I-020ai

DescriptionofcapitalassetsheldONEYEARORLESS andreasonfordifferenceinbasis

A .Federal AdjustedBasis

B.Wisconsin AdjustedBasis

C.Difference

.00 .00 .00 .00

.00 .00 .00 .00

.00 .00 .00 .00 .00
C.Difference

2. TOTAL­CombineamountsincolumnC.Fillinhereandonline4ofWisconsinScheduleWD(Form2) . . . . . DescriptionofcapitalassetsheldMORETHANONEYEAR andreasonfordifferenceinbasis
A .Federal AdjustedBasis B.Wisconsin AdjustedBasis

.00 .00 .00 .00

.00 .00 .00 .00

.00 .00 .00 .00 .00

4. TOTAL­CombineamountsincolumnC.Fillinhereandonline12ofWisconsinScheduleWD(Form2) . . . .

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