Form
Use BLACK INK
2
Wisconsin fiduciary income tax for estates or trusts
For2008ortaxableyearbeginning
M M D D Y Y Y Y
andending
M M D D Y Y Y Y
2008
ESTATESONLYLegallastname
Firstname
M.I.
Decedent'ssocialsecuritynumber
DO NOT STAPLE
TRUSTSONLYLegalname
Nameofpersonalrepresentative,petitioner,ortrustee
Estate's/Trust'sfederalEIN
Addressofpersonalrepresentative,petitioner,ortrustee
City
State
Zipcode
Addresswheredecedentlivedattimeofdeath
City
State
Zipcode
Checkifapplicable
Initialreturn
Finalreturn
Amendedreturn
Check one Electingsmallbusinesstrust
Y
Datetrustorbankruptcyestatewascreatedordateofdecedent'sdeath Ifanestate,enterageofdecedentatdateofdeath Ifthisisatrustreturn,isthetrust Revocable or Yes Yes Ifatrust,isthegrantoraresidentofWisconsin? HasFormW706beenfiled? . . . . . . . . . . . . . . . SpecialConditions
Countyofjurisdiction Probatecasenumber
M M D D Y Y Y
Qualifiedfuneraltrust Bankruptcyestate Intervivostrust Testamentarytrust Section645election Decedent'sestate
Irrevocable? No No
Print numbers like this
Not like this
NO COMMAS; NO CENTS
1 Federaltaxableincomeoffiduciary(seeinstructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Additions(fromForm2,ScheduleA,column2,line6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Addlines1and2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Subtractions(fromForm2,ScheduleA,column2,line12) . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Wisconsintaxableincomeoffiduciary(subtractline4fromline3) . . . . . . . . . . . . . . . . . . . . . 5 6a Grosstax(seeinstructions,page4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b ESBT(seeinstructions,page4) . . . . . . . . . . . 6b 6a
.00 .00 .00 .00 .00 .00
.00 .00 .00 .00 .00 .00 .00 .00
7 Healthinsurancerisk-sharingplanassessmentscredit . . . . . . . . . . 7 Paperclip check or money order here 8a Supplementtofederalhistoricrehabilitationcredit . . . . . . . . . . . . . 8a . 8b Filmproductioncompanyinvestmentcredit . . . . . . . . . . . . . . . . . . . b 8
9 Addcreditsonlines7,8a,and8b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 1 0 Subtractline9fromline6a.Ifline9islargerthanline6a,fillinzero(0) . . . . . . . . . . . . . . . . . 0 1 1 1 Alternativeminimumtax.EncloseScheduleMT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 1 2 Addlines10and11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1 1 3 OthercreditsfromScheduleCR,line11 . . . . . . . . . . . . . . . . . . . . . 3 1 1 4 Nettaxpaidtoanotherstate.EncloseScheduleOS . . . . 14
.00 .00 .00 .00
1 5 Addcreditsonlines13and14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 . 1 1 6 Subtractline15fromline12.Ifline15islargerthanline12,enterzero(0) . . . . . . . . . . . . . . 6 1
I-020i
*I1F208991*
Form2(2008)
Page2
of 3
NO COMMAS; NO CENTS
17 Enteramountfromline16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 Recyclingsurcharge.EncloseScheduleRS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Recaptureofinvestmentcredit(seeinstructions,page5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Addlines17through19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 Wisconsinincometaxwithheld(seeinstructions) . . . . . . . . . . . . . . . . 21 22 2008estimatedpaymentsandamountappliedfrom2007return . . . . 22 23 Farmlandpreservationcredit(encloseScheduleFC) . . . . . . . . . . . . . 23 24 Farmlandtaxreliefcredit:Farmlandtaxes .00 x.19= 24
.00 .00 .00 .00
.00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00
25 OthercreditsfromScheduleCR,line15 . . . . . . . . . . . . . . . . . . . . . 25 . 26 AMENDEDRETURNONLYamountpaidwiththeoriginalreturn . 26 27 Addlines21through26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 28 AMENDEDRETURNONLYrefundfromoriginalreturnless amountappliedto2009estimatedtax . . . . . . . . . . . . . . . . . . . . . . . 28
29 Subtractline28fromline27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 30 Ifline29islargerthanline20,subtractline20fromline29 . . . . . . . . . . AMOUNTOVERPAID 30 31 Amountofline30tobeREFUNDEDTOYOU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 32 Amountofline30tobeappliedtoyour2009ESTIMATEDTAX . . . . 32 .
.00 .00
33 Ifline29islessthanline20,subtractline29fromline20 . . . . . . . . . . . . . . . .BALANCEDUE 33 34 Underpaymentinterest.ExceptioncodeSeeScheduleU Alsoincludeonline33(seeinstructions,page7) 34
Paper clip copies of federal Form 1041 and schedules to this return. Also paper clip copies of Wisconsin Schedules 2K1 and WD (Form 2) and other documents, if required. A request for a closing certificate for fiduciaries must be made on Schedule CC. See instructions.
I,asfiduciary,declareunderpenaltiesoflawthatIhaveexaminedthisreturn(includingaccompanyingschedules,statements,and copyoffederalincometaxreturn)andtothebestofmyknowledgeandbeliefitistrue,correct,andcomplete.
Yoursignature Date Daytimephone
PERSONPREPARINGRETURN(individualandfirm)ifotherthantheprecedingsigner Name Signatureofpreparer
Date
( (
Daytimephone
) )
For Department Use Only
Mailyourreturnto:
WisconsinDepartmentofRevenue
MAN C
· If making a payment or submitting ScheduleCCtorequestaclosingcertificate . . . . . . . . . . .POBox8918,MadisonWI53708-8918 . · All other trusts and estates .......................................POBox8955,MadisonWI53708-8955
*I2F208991*
Form2(2008) Name(s)shownonForm2 Decedent'ssocialsecuritynumber
Page3 Estate's/Trust'sFEIN
of 3
SCHEDULE A Additions and Subtractions
ADDITIONS: 1. Adjustmenttoconvert2008federaltaxableincometotheamount allowableforWisconsin(ScheduleB) . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Interest(lessrelatedexpenses)onstateandmunicipalobligations . . . 3. Taxesfromline11offederalForm1041 . . . . . . . . . . . . . . . . . . . . . . . . 4. Capitalgain/lossadjustment(seeinstructions) . . . . . . . . . . . . . . . . . . . 5. Other(specify) 6. Totaladditions(addlines1through5).Entertheamountfromcol.2 online2ofForm2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SUBTRACTIONS: 7. Adjustmenttoconvert2008federaltaxableincometotheamount allowableforWisconsin(ScheduleB) . . . . . . . . . . . . . . . . . . . . . . . . . . 8. Interest(lessrelatedexpenses)onobligationsoftheUnitedStates . . . 9. Capitalgain/lossadjustment(seeinstructions) . . . . . . . . . . . . . . . . . . . 10. Refundsofstateandlocaltaxes(seeinstructions) . . . . . . . . . . . . . . . . 11. Other(specify) 12. Totalsubtractions(addlines7through11).Entertheamountfrom col.2online4ofForm2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .00 .00 .00 .00 .00 .00
COL.1- DistributableIncome (ReportonSchedule2K-1) COL.2 NondistributableIncome
.00 .00 .00 .00 .00 .00 .00 .00
.00 .00 .00 .00 .00 .00
SCHEDULE B Adjustments to Convert 2008 Federal Taxable Income to the Amount Allowable for Wisconsin (see instructions on page 11)
NATUREOFADJUSTMENTExplainfullyonenclosedschedule. 1. TOTALfromenclosedschedule
a. EntertotalfromdistributablecolumnonWisconsinSchedule2K-1,asappropriate. b. Iftotalinnondistributablecolumnisapositive number,enteriton ScheduleA,line1. Iftotalinnondistributablecolumnisanegative number,enteriton ScheduleA,line7,asapositivenumber.
Adjustmentsfor2008 Distributable Nondistributable
.00
.00
SCHEDULE C Adjustments to Capital Gains/Losses Because Capital Assets Disposed of Had Different Basis for Wisconsin and Federal Income Tax Purposes
1. a . b . c . d . 3. a . b . c . d .
I-020ai
DescriptionofcapitalassetsheldONEYEARORLESS andreasonfordifferenceinbasis
A .Federal AdjustedBasis
B.Wisconsin AdjustedBasis
C.Difference
.00 .00 .00 .00 DescriptionofcapitalassetsheldMORETHANONEYEAR andreasonfordifferenceinbasis
A .Federal AdjustedBasis
.00 .00 .00 .00
B.Wisconsin AdjustedBasis
.00 .00 .00 .00 .00
C.Difference
2. TOTALCombineamountsincolumnC.Fillinhereandonline4ofWisconsinScheduleWD(Form2) . . . . .
.00 .00 .00 .00
.00 .00 .00 .00
.00 .00 .00 .00 .00
4. TOTALCombineamountsincolumnC.Fillinhereandonline12ofWisconsinScheduleWD(Form2) . . . .