Get 2023 I-030 Wisconsin Schedule Cc, Request For A Closing Certificate For Fiduciaries

The 2023 I-030 Wisconsin Schedule CC is an important document for fiduciaries seeking a closing certificate for estates or trusts. This guide provides clear and supportive instructions on filling out the form online, ensuring that users with all levels of experience can navigate the process confidently.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the 2023 I-030 Wisconsin Schedule CC. This will allow you to view and utilize the form in your preferred online environment.
2. Begin filling out Part I for estates or Part II for trusts, depending on the applicable category. For estates, provide the decedent's last name, first name, middle initial, and social security number. For trusts, enter the legal name of the trust and associated federal EIN.
3. Indicate whether a closing certificate is required by the court. If 'Yes', ensure to include documentation that verifies this requirement when submitting your request.
4. For estates, answer questions regarding the decedent’s will, tax filings, IRS contact, and residency status in Wisconsin. For trusts, provide information about the trust, including the names and social security numbers of grantors and grantees.
5. In both sections, list the total value of probate and non-probate assets. Be sure to provide accurate figures without any commas or cents, as instructed.
6. Complete any additional pertinent questions related to fiduciary fees and provide the necessary signatures. Ensure that the document is signed and dated.
7. After filling out all relevant sections, review your form for accuracy. You may then save your changes, download, print, or share the completed form as needed.

Complete your documents online with confidence today!