Estates, Trusts and Fiduciaries

  1. What Wisconsin tax returns are required for a deceased taxpayer?

  2. How do I electronically file Form 2 or Schedule CC, Request for a Closing Certificate for Fiduciaries?

  3. Where do I file the estate's Wisconsin returns?

  4. What are the deadlines for filing the estate's Wisconsin returns?

  5. What extensions are available if I can't file the estate's Wisconsin returns by the due date?

  6. How do I get a Closing Certificate for Fiduciaries?

  7. Tips for preparing Schedule CC, Request for a Closing Certificate for Fiduciaries.

  8. Tips for filing Form 2.

  9. What trusts must file Wisconsin fiduciary returns?

  10. How do I determine the residency of a trust?

  11. I received an inheritance from my aunt. Do I have to report it as income on my income tax return?

  12. Are trusts and estates required to withhold Wisconsin income tax for nonresident beneficiaries?

  13. How does the new federal qualified business income deduction under sec. 199A, of the Internal Revenue Code (IRC), impact filing of Wisconsin Form 2?


FOR MORE INFORMATION PLEASE CONTACT:

MS 6-81
WISCONSIN DEPARTMENT OF REVENUE
Estate and Fiduciary Assistance
PO Box 8906
Madison, WI 53708-8906
Phone: (608) 264-4217
Fax: (608) 267-0834
Email additional questions to DOREstateandFiduciary@wisconsin.gov

February 7, 2019