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5K-1
Tax-Option (S) Corporation Shareholder's Share of Income, Deductions, Credits, etc.
For 2008 or taxable year beginning , 2008, and ending , 20
Wisconsin Department of Revenue
2008
Part I
Information About the Corporation
Part II
Information About the Shareholder
A Corporation's federal employer ID number B Corporation's name, address, city, state, and ZIP code
C Shareholder's identifying number D Shareholder's name, address, city, state, and ZIP code
E Shareholder's percentage of stock ownership for taxable year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F Shareholder's state of residence (if a full-year Wisconsin resident, items G, H, and I do not apply) . . . . . . . . . . G H I Check if shareholder's Wisconsin amount is determined by apportionment . Apportionment percentage . . . . . . . . . . . . . . . . . . Check if shareholder's Wisconsin amount is determined by separate accounting . CheckifshareholderisanonresidentandfiledFormPW-2tooptoutofpass-throughentitywithholding. Individual Estate Trust Exempt organization Other
%
%
J Entity of shareholder:
K (Optional) If known that this shareholder is a disregarded entity or grantor trust, enter the name and identifying number of the taxpayer to whom this income will be reported: L Check applicable boxes: Final 5K-1 Amended 5K-1
Part III
Shareholder's Share of Current Year Income, Deductions, Credits, and Other Items
(a) Pro rata share items (b) Federal amount (c) Adjustment (d) Amount under Wis . law (e) Wis . source amount (see .instructions)
1 2 3 4 5 6 7 8 9 10
Ordinary business income (loss) . . . . . . . . . . . . . . . . . . . Net rental real estate income (loss) . . . . . . . . . . . . . . . . . . Other net rental income (loss) . . . . . . . . . . . . . . . . . . . . . . Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net short-term capital gain (loss) . . . . . . . . . . . . . . . . . . . . Net long-term capital gain (loss) . . . . . . . . . . . . . . . . . . . . Net section 1231 gain (loss) . . . . . . . . . . . . . . . . . . . . . . . . Other income (loss) (list):
11 Section 179 deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Other deductions (list):
IC-056
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2008 Schedule 5K-1
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of 2
(a) Pro rata share items 13 a Manufacturing investment credit - from carryover at shareholder level . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Manufacturing investment credit - from carryover at entity level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Dairy and livestock farm investment credit . . . . . . . . d Health Insurance Risk-Sharing Plan assessments credit e Ethanol and biodiesel fuel pump credit . . . . . . . . . . . . . f Development zones credit . . . . . . . . . . . . . . . . . . . . . g Development opportunity zone investment credit . . . h Development zone capital investment credit . . . . . . . i Technology zone credit . . . . . . . . . . . . . . . . . . . . . . . j Early stage seed investment credit . . . . . . . . . . . . . . k Supplement to federal historic rehabilitation tax credit l Film production company investment credit . . . . . . . m Film production services credit - nonrefundable portion n Internet equipment credit . . . . . . . . . . . . . . . . . . . . . . o Enterprise zone jobs credit . . . . . . . . . . . . . . . . . . . . p Dairy manufacturing facility investment credit . . . . . . q Film production services credit - refundable portion r Tax paid to other states (1) (2) (3) s Wisconsin tax withheld . . . . . . . . . . . . . . . . . . . . . . . 14 Foreign transactions (list):
(b) Federal amount
(c) Adjustment
(d) Amount under Wis . law
(e) Wis . source amount (see .instructions)
15 Alternative minimum tax (AMT) items (list):
16 a b c . d e 17 a . b c d
Tax-exempt interest income . . . . . . . . . . . . . . . . . . . Other tax-exempt income . . . . . . . . . . . . . . . . . . . . . Nondeductible expenses . . . . . . . . . . . . . . . . . . . . . . Property distributions . . . . . . . . . . . . . . . . . . . . . . . . Repayment of loans from shareholders . . . . . . . . . . . Investment income . . . . . . . . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . Dividend distributions paid from accumulated earningsandprofits . . . . . . . . . . . . . . . . . . . . . . . . . . Other items and amounts .(list):
18 a b c d
Related entity interest expense addback . . . . . . . . . . . Related entity rental expense addback . . . . . . . . . . . . Related entity interest expense allowable . . . . . . . . . . Related entity rental expense allowable . . . . . . . . . . . .
19 . Gross income (before deducting expenses) from all . activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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