Fiduciary, Estate and Trust Tax Return e-File

The State program includes:

• Electronically file Wisconsin fiduciary, estate and trust tax returns with an attached copy of the federal return in a single electronic transmission
• You file the Wisconsin return as a "state only"/"unlinked" return
• Returns are transmitted through a secure Internet site
• The IRS will forward the Wisconsin return to the Department of Revenue for processing. Wisconsin will send an acknowledgement for each return
• PDF attachments are supported

The Wisconsin program includes:

• Form 2, Schedule CC and most major supporting schedules
• Option of direct deposit of refunds
• Option of direct debit/withdrawal (ACH debit origination) for balances due and estimated tax payments
• Direct debit/withdrawal requests allow warehousing up to one year

To correctly view schemas and sample instance documents you will need to use Internet Explorer 5.0 or higher. The spreadsheets are in Excel.

Last updated January 27, 2012