2014 Fiduciary, Estate and Trust Tax Forms

For these fill-in forms to work properly with the bank, you need to have free Adobe Reader software on your computer. Most fill-in forms will work with Adobe Reader Version 7, however, some forms require Adobe Reader Version 9 or higher to print properly. Please refer to the notes on the forms to see which version of Adobe Reader is needed for proper printing. To obtain free Adobe Reader software, please visit Adobe's website.

If you have questions about our fill-in forms, please refer to our instructions. This option will not electronically file your form.

Need to file your tax return? See the 2013 income tax forms.

Form Name Status Date
Form 4T Draft 09/17/2014 Wisconsin Exempt Organization Business Franchise or Income Tax Return
Form PW-1 Draft 09/17/2014 Wisconsin Nonresident Income or Franchise Tax Withholding on Pass-Through Entity Income
Form PW-U Draft 09/17/2014 Underpayment of Estimated Withholding Tax by Pass-Through Entities
Form PW-ES (Fill-In Form) Final 02/12/2014 Wisconsin Pass-Through Entity Withholding Estimated Tax Voucher
Form HR-T
Final 07/17/2014 Transfer of Supplement to Federal Historic Rehabilitation Credit
Form W-RA
Draft 07/25/2014 Required Attachments for Electronic Filing and Instructions
Form X-NOL (2012)
Draft 08/20/2014 Carryback of Net Operating Loss (NOL)
Form X-NOL (2013)
Draft 08/20/2014 Carryback of Net Operating Loss (NOL)
Schedule 2K-1
Draft 09/18/2014 Beneficiary's Share of Income, Deductions, etc.
Schedule 2M
Draft 09/18/2014 Form 2 - Additions to and Subtractions from Income
Schedule CC
Draft 09/16/2014 Request for a Closing Certificate for Fiduciaries
Schedule CF
Draft 08/04/2014 Carryforward of Unused Credits
Schedule CM
Draft 09/16/2014 Community Rehabilitation Program Credit
Schedule CR
Draft 09/03/2014 Other Credits
Schedule DC
Draft 09/15/2014 Wisconsin Development Zones Credits
Schedule DE
Draft 09/18/2014 Disregarded Entity Schedule
Schedule EC
Draft 09/15/2014 Enterprise Zone Jobs Credit
Schedule ED
Draft 09/15/2014 Wisconsin Economic Development Tax Credit | Instructions
Schedule FC
Draft 06/25/2014 Farmland Preservation Credit
Schedule FC-A
Draft 06/25/2014 Farmland Preservation Credit
Schedule HR
Draft 09/15/2014 Wisconsin Historic Rehabilitation Credits | Instructions
Schedule JC
Draft 09/16/2014 Job Creation Deduction
Schedule JT
Draft 09/15/2014 Wisconsin Jobs Tax Credit
Schedule MA-A
Draft 09/19/2014 Wisconsin Agricultural Credit
Schedule MA-M
Draft 09/19/2014 Wisconsin Manufacturing Credit
Schedule MI
Draft 09/16/2014 Manufacturing Investment Credit
Schedule NR
Draft 09/16/2014 Computation of Wisconsin Taxable Income for Part-Year and Nonresident Estates and Trusts
Schedule MS
Draft 09/17/2014 Wisconsin Manufacturer’s Sales Tax Credit Carryforward Allowable
Schedule MT
Draft 09/05/2014 Wisconsin Alternative Minimum Tax
Schedule OS
Draft 07/14/2014 Credit for Net Tax Paid to Another State
Schedule R-1
Draft 09/15/2014 Increased Wisconsin Research Credits for Activities Related to Internal Combustion Engines
Schedule R-2
Draft 09/15/2014 Increased Wisconsin Research Credits for Activities Related to Certain Energy Efficient Products
Schedule R
Draft 09/15/2014 Wisconsin Research Credits
Schedule RB
Draft 09/16/2014 Relocated Business Credit or Deduction
Schedule RT-1
Draft 09/16/2014 Statement of Disallowed Related Entity Expenses
Schedule RT
Draft 09/16/2014 Wisconsin Related Entity Expenses Disclosure Statement
Schedule TC
Draft 09/17/2014 Wisconsin Technology Zone Credit
Schedule VC
Draft 09/15/2014 Wisconsin Venture Capital Credits
Schedule WB
Draft 09/15/2014 Woody Biomass Harvesting and Processing Credit
Schedule WD-Form2
Draft 09/16/2014 Capital Gains and Losses

* Prior to finalization, many of the major Wisconsin income and franchise tax forms and instructions are available as advance drafts. Note: These advance draft items are not final and are subject to change at any time.

September 19, 2014