Estate Tax Forms

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Note: There is no Wisconsin estate tax for deaths occurring on or after January 1, 2008.

Estate Tax

Name
  
FormNumber
  
Title
  
Hidden
  
  
Form HT-209Employe Death Benefit ReportYes
  
Form HT-209 (Fill-In Form)Employe Death Benefit Report Fillable PDFNo
  
Form W706Estate Tax ReturnYes
  
Form W706 (Fill-In Form)Estate Tax Return Fillable PDF
  
Form W706 InstructionsEstate Tax Return Instructions
  
Form W706 Schedule TCTax Computation Schedule -- For deaths on or after October 1, 2002 through December 31, 2004Yes
  
Form W706 Schedule TC (Fill-In Form)Tax Computaton Schedule Fillable PDF -- For deaths on or after October 1, 2002 through December 31, 2004
  
Form W706 Schedule TC-ATax Computation Schedule -- For deaths on or after January 1, 2005 and Yes
  
Form W706 Schedule TC-A (Fill-In Form)Tax Computation Schedule Fillable PDF -- For deaths on or after January 1, 2005 and
  
Form W706 Schedule TC-BTax Computaton Schedule -- For deaths on or after January 1, 2005 and Yes
  
Form W706 Schedule TC-B (Fill-In Form)Tax Computation Schedule Fillable PDF -- For deaths on or after January 1, 2005 and

September 1, 2023​