Real Estate Transfer and Merger/Conversion
Transfer Returns
Section 77.22(1) of the Wisconsin Statutes provides that “...submission of a completed real estate transfer return and collection by the register of the fee shall be prerequisites to acceptance of the conveyance for recording.” All information on the transfer return is useful to the local assessor, other municipal and county officials and staff of the Department of Revenue who have a statutory responsibility in the administration of Wisconsin tax laws.
- Assessors and Government Offices Access
- eRETR Submit a Real Estate Transfer Return
Merger/Conversion
Section 73.14(1) of the Wisconsin Statutes provides that (1) If an acquired busness entity in a merger or the converted business entity in a conversion owned a fee simple ownership interest in any Wisconsin real estate immediately prior to the merger or conversion, the surviving business entity shall submit a report to the Department of Revenue, on a form prescribed by the department, no later than 60 days after the effective date of the merger or conversion that provides the following information.
- Merger/Conversion Report - MC-500
News
- Newsletters (Answers to FAQ's)
- Real Estate Transfer (eRETR) Workshops
Attention Attorneys: The Department of Revenue has applied for CLE Credits for the eRETR workshops including all those that were held in 2008. Please check the Wisconsin Court System Continuing Legal Education website to see if the workshops have been approved for credit: http://www.wicourts.gov/services/attorney/edu.htm
Resources
- Newsletters (Real Estage Transfer News - FAQs)
- Parcel Formatting Rules By County
- Training/Help -- How to use the eRETR system
Law Links
- Chapter 73.14, Merger/Conversion Statutes
- Chapter 77, Real Estate Transfer Statutes
- Tax 15, Wis. Adm. Code: Transfer Fee Administrative Tax Code
Reports
- Collection Summary for Calendar Years: 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000
- Summary of County eRETR filings: 2008 | 2007 | 2006
Links to State Agencies and Professional Organizations
- Department of Commerce Rental Weatherization Program
- Department of Financial Institutions Conversion FAQs and Merger FAQs
- Department of Natural Resources Forest Crop Law (FCL) and Managed Forest Law (MFL)
- Wisconsin Association of Assessing Officers
- Wisconsin Bar Association
- Wisconsin County Treasurers' Association
- Wisconsin Real Property Listers
- Wisconsin Register of Deeds Association
FOR MORE INFORMATION PLEASE CONTACT:
WISCONSIN DEPARTMENT OF REVENUE
Bureau of Property Tax
Equalization Section
P.O. Box 8971 MS 6-97
Madison, WI 53708-8971
Phone: (608) 266-2149
Fax: (608) 264-6897
E-Mail Additional Questions
Last updated July 1, 2009