Get 2016 I-030 Wisconsin Schedule Cc, Request For A Closing Certificate For Fiduciaries - Revenue Wi

This guide provides comprehensive instructions on filling out the 2016 I-030 Wisconsin Schedule CC, a crucial form for requesting a closing certificate for fiduciaries. By following these steps, you can ensure the accurate completion of the form online.

Follow the steps to complete the form correctly.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering the legal last name, legal first name, and middle initial of the decedent in the designated fields.
3. Provide the decedent’s social security number and the estate's or trust's federal EIN if applicable.
4. Specify the individual or firm to which the closing certificate should be mailed, including attention or c/o details, county of jurisdiction, complete address, and probate case number.
5. Indicate the date of the decedent’s death in the required format (MM DD YYYY).
6. Answer the questions pertaining to the decedent's will, probate type, previous IRS contact, and gross income of the estate. Provide specific income details for the last four years if applicable.
7. Complete the asset sections by entering the totals of each asset type. Be sure to follow the format required (no commas, no cents). Enclose a copy of the inventory for probate assets.
8. In Part II for trusts, include the required trust documents and complete the fields regarding grantors and beneficiaries.
9. Finally, review all entered information for accuracy, then save your changes. You can download or print the completed form for submission.

Complete your documents online to ensure a smooth process.