Individual Income Tax
Assembling Tax Returns

  1. How do I assemble my Wisconsin individual income tax return?

  1. How do I assemble my Wisconsin individual income tax return?

    File electronically whenever possible.

    Returns are processed slower when not assembled in the proper order. Assemble Wisconsin income tax returns in this order:

    1. Special notes or correspondence about the processing of the return.

    2. Payments (checks and money orders) paper clipped where indicated on the front of the form.

    3. A complete Form 1, 1A, WI-Z, 1NPR, 1X, or Form 2. Be sure the pages are in the proper order.

    4. Schedule H or H-EZ (Homestead Credit) or Schedule FC or Schedule FC-A (Farmland Preservation Credit) with supporting documentation behind the schedule. Returns with missing or incomplete documentation will be held until the department receives all necessary information.

    5. Wisconsin schedules in this (alphabetic) order: Schedule BC, CG, CM, CR, DC, DI, DM, EB, EC, ED, EM, FL, FP, FW, HR, I, JC, JT, M, MA, MI, MP, MS, MT, OS, PE, R, R-1, R-2, RB, RT, S, T, TC, U, VC, WB, WC, WD, 4A-1, 4A-2, 4N, 2440W.

    6. Legible withholding tax statements (Forms W-2, W2-G, K-1, and/or 1099). If the state copy of the withholding tax statement is not legible, please attach a photocopy of the original page of the statement.

    7. A complete copy of the Federal Return with accompanying schedules must follow when Form 1 or 1-NPR is filed. Copies should include the complete federal form and all the supporting documents.

    8. Copies of other state tax returns and wage statements when claiming a credit for taxes paid to other states.

    9. Copies of real estate tax bills and receipts when claiming Veterans and Surviving Spouses Property Tax Credit. Include copy of DVA certification if first time claiming credit.

    10. A copy of the federal extension of time to file, when applicable.

    11. Divorce decree and/or Injured Spouse Claim and Allocation, federal Form 8379.

FOR MORE INFORMATION PLEASE CONTACT:

WISCONSIN DEPARTMENT OF REVENUE
Customer Service Bureau
P.O. Box 8949
Madison, WI 53708-8949
Phone: (608) 266-2772
Fax: (608) 267-1030
Email Additional Questions

Last updated January 21, 2014