Can I Use Wisconsin e-file?

  1. Am I eligible to use Wisconsin e-file?

  2. What Wisconsin individual income tax returns does Wisconsin e-file support?

  3. Can I file a Form 2 Wisconsin Fiduciary Return for Estates and Trusts) or a Schedule CC (Request for a Closing Certificate)?

  4. What do I need before I begin to use Wisconsin e-file?

  5. Can I file my tax return jointly with my deceased spouse?


  1. Am I eligible to use Wisconsin e-file?

    Almost any full-year Wisconsin resident may be able to use Wisconsin e-file to file their Wisconsin income tax returns for any open year. You can use Wisconsin e-file for 2017 UNLESS you meet any one of the following:

    • You are filing:

      • Form HR-T – Transfer of Supplement to Federal Historic Rehabilitation Credit

      • Form SPL-01 – Model Form - Wisconsin Legislators (For Making Internal Revenue Code Section 162(h) Election)

      • Form X-NOL – Carryback of Wisconsin Net Operating Loss (NOL)

      • Schedule 2440W – Disability Income Exclusion

      • Schedule CF – Carryforward of Unused Credits

      • Schedule CG – Income Tax Deferral of Long-Term Capital Gain

      • Schedule CM – Community Rehabilitation Program Credit

      • Schedule CR – Other Credits

      • Schedule DC – Development Zone Credit

      • Schedule DE – Disregarded Entity Schedule

      • Schedule EC – Enterprise Zone Jobs Credit

      • Schedule ED – Economic Development Tax Credit

      • Schedule FC - Farmland Preservation Credit

      • Schedule FC-A - Farmland Preservation Credit

      • Schedule HR – Historic Rehabilitation Credit

      • Schedule JT – Wisconsin Jobs Tax Credit

      • Schedule MA-A – Wisconsin Agriculture Credit

      • Schedule MA-M – Wisconsin Manufacturing Credit

      • Schedule MI – Manufacturing Investment Credit

      • Schedule MS – Manufacturer's Sales Tax Credit

      • Schedule MT – Alternative Minimum Tax

      • Schedule R – Wisconsin Research Credits

      • Schedule RT – Related Entity Expenses

      • Schedule RT-1 – Statement of Disallowed Related Entity Expenses

      • Schedule T – Transitional Adjustments

      • Schedule TC – Technology Zone Credit                   
         
      • Schedule VC – Venture Capital Credits

    • You are claiming a subtraction modification for code number 21 or 25

    • You are filing Schedule H with:

      • More than:

        • 4 rent certificates

        • 4 separate rental amounts/months/days on the rent certificates lines 11a/11b

        • 6 tax bills

      • Tax bills for adjoining property where owner name and type are different than on the home tax bill

    • You have more than 9 of any one of these forms: W-2, W-2G, 1099-R, 1099-MISC

    • You have Wisconsin state income tax withholding listed on a Schedule K-1 from a pass-through entity

    • You have a taxable year ending other than December 31st

    • You have more than 19 exemptions

    • You do not have a social security number or taxpayer identification number

  2. What Wisconsin individual income tax returns does Wisconsin e-file support?

    • Wisconsin e-File supports any open tax year

  3. Can I file a Form 2 (Wisconsin Fiduciary Return for Estates and Trusts) or a Schedule CC (Request for a Closing Certificate)?

    Yes. You can electronically file a Form 2 or a Schedule CC for any open tax years using the Wisconsin e-file application.

  4. What do I need before I begin to use Wisconsin e-file?

    You will need the following:

    • Your completed federal income tax return (especially if you are filing a Form 1 or Form 1NPR); and

    • All of your W-2, W-2G, and 1099 forms

    • Your previously filed tax return, if you are filing an amended Form 1 or amended 1NPR

    • Your checking or savings account number and your bank routing number if you choose to direct deposit your refund or to pay your amount owed by direct debit/withdrawal

    • Your credit card information for payment of an amount owed. Accepted credit cards include American Express, Discover, MasterCard and VISA; 

    When you have successfully submitted your income tax return, before you close the application, you should either:

    • Save a copy to computer, in a portable document format (PDF) or other storage device (CD, flash drive, etc.) by clicking "File" and "Save As", and/or

    • Print a copy for your records

    If you do not save or print a copy of your tax return when you file, there will be a processing fee charged to obtain a copy at a later time.

  5. Can I file my tax return jointly with my deceased spouse?

    Yes, you can file a joint return if your spouse:

    • Died during the tax year and you did not remarry in that tax year, or

    • Died in the current year before filing a tax return for the prior year

    You should fill in your spouse's name and social security number in the appropriate boxes on the return. Also, if:

    • It's the primary taxpayer (person listed first on the tax form) who is deceased, fill in '06' in the Special Conditions box and fill in the date of death

    • It's the spouse who is deceased, fill in '07' in the Special Conditions box and fill in the date of death

FOR MORE INFORMATION PLEASE CONTACT:

WISCONSIN DEPARTMENT OF REVENUE
Electronic Filing Unit
PO Box 8949
Madison, WI 53708-8949
Income Tax Customer Service Phone: (608) 266-2486
Business Tax Customer Service Phone: (608) 266-2776
Customer Service Fax: (608) 267-1030
Email additional questions to DORElectronicFiling@wisconsin.gov

December 26, 2017