Get Wisconsin Form 2 Fill In Online

Filling out the Wisconsin Form 2, used for fiduciary income tax returns for estates or trusts, can seem daunting. This guide provides clear, step-by-step instructions to help you navigate the online process with ease, ensuring accurate completion of the form.

Follow the steps to successfully complete and submit the form.

1. Click the ‘Get Form’ button to access the form and open it in your editor.
2. Begin by entering the estate's last name, first name, and middle initial in the designated fields. Also, provide the decedent's social security number and the trust's federal ID number.
3. If there has been a name change, specify the previous name in the provided section. Include the name and address of the personal representative, petitioner, or trustee.
4. Select the appropriate type of estate or trust by checking one of the options: Decedent's estate, Bankruptcy estate, Testamentary trust, Inter vivos trust, Electing small business trust, or Qualified Funeral Trust.
5. Enter the spouse's first name and the date the trust or bankruptcy estate was created or the date of the decedent’s death.
6. Indicate whether the trust is revocable or irrevocable. Also, state if the grantor is a resident of Wisconsin and answer whether this is the first or final Form 2 of the estate or trust.
7. If applying for a closing certificate, indicate this in the appropriate field.
8. Specify the county of jurisdiction and the age of the decedent.
9. Complete Schedule D, page 2, as necessary, and provide details about the individual or firm to whom the closing certificate will be mailed.
10. Continue to fill out the income and tax lines based on required calculations as outlined in the form, including gross tax and any applicable credits.
11. Double-check the accuracy of all entries, ensuring that you attached all necessary documents, such as the federal Form 1041 and relevant Wisconsin schedules.
12. Once completed, save your changes. You may then download or print the form for your records, and submit it as required.

Completing your documents online has never been easier. Start now and ensure you meet your filing obligations.