Off-the-Shelf or Downloaded Software
Taxpayers who have a personal computer, internet access, and a modem may purchase off-the-shelf, or download from a web site, tax preparation and electronic filing software.
- This software is available at computer stores, mail order houses, and wherever software is sold. In some cases, you may be able to download this software from an Internet site and pay with a credit card.
- The purchase price of the software typically includes preparation of the returns. Electronic filing of your returns may require that you pay an additional fee to the private vendor software company, typically by credit card at the time of filing. Some products include federal and state electronic filing in the initial purchase price.
- Keep your income statements (W-2, W-2G, and 1099-R forms) for your records. They may be requested by the Wisconsin Department of Revenue at a later date.
- Keep your income statements (W-2, W-2G, and 1099-R forms) for your records. They may be requested by the Wisconsin Department of Revenue at a later date. If you filed claiming one of these credits, you must within 48 hours of filing, submit a Form W-RA along with the required attachments to the Wisconsin Department of Revenue: homestead, angel investment, dairy manufacturing facility investment, development zone, early stage seed investment, eligible veterans and surviving spouses property tax, enterprise zone jobs, farmland preservation, film production company investment, film production services, health insurance risk-sharing plan assessments, historic rehabilitation, internet equipment, manufacturing investment, Minnesota reciprocity, model form for legislators who make the sec. 162(h) election, tax paid to another state and technology zone.
- Not all tax preparation software offers Wisconsin income tax filing.
In the off-the-shelf or download option, you purchase and install software on your computer to prepare and transmit your returns.
- You store your work on your computer.
- You establish a direct dial-up connection with the private vendor software company to transmit your returns.
Additional Information About Online Filing:
- Online filing offers the same great benefits of other electronic filing options including speed, accuracy, and convenience.
- You receive confirmation that the IRS and Wisconsin Department of Revenue have received your tax returns.
- You may choose to direct deposit your refund, which is much safer and faster than waiting for a paper check.
- Online filing requires that you file your federal and state returns together.
- Keep your income statements (W-2, W-2G, and 1099-R forms) for your records. They may be requested by the Wisconsin Department of Revenue at a later date. If you filed claiming one of these credits, you must within 48 hours of filing, submit a Form W-RA along with the required attachments to the Wisconsin Department of Revenue: homestead, angel investment, dairy manufacturing facility investment, development zone, early stage seed investment, eligible veterans and surviving spouses property tax, enterprise zone jobs, farmland preservation, film production company investment, film production services, health insurance risk-sharing plan assessments, historic rehabilitation, internet equipment, manufacturing investment, Minnesota reciprocity, model form for legislators who make the sec. 162(h) election, tax paid to another state and technology zone.
- Amended returns are not accepted electronically by either the IRS or the Wisconsin Department of Revenue.
- Neither the Wisconsin Department of Revenue nor the IRS charges a fee for electronic filing of income tax returns. However, private vendor software company may charge a fee for their products and services. These products vary in price and features.
The private vendor software companies and web sites are not contractually associated with the Wisconsin Department of Revenue. Their software products have been tested to assess their reliability and value. However, the Wisconsin Department of Revenue does not guarantee any aspect of the software, its features or performance.
For a greater discussion of Internet security, pricing, features, technical support, and other aspects of web filing, visit the private vendor software sites. They have excellent FAQ sections which should answer all your questions. It's worth repeating: these products differ in price, features, and interface. Look at the total package; investigate all your options.
Last updated April 29, 2009