State postal code Other state name

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1 WISTCr WI1 State postal code Other state name Income taxable to Wisconsin and the other state Total income taxed before subtracting deductions or exemptions Net tax after refundable and nonrefundable credits Long term capital gain taxable to other state Share of income and franchise taxes paid Calculated Force Income: Wages Interest Dividends Business income (loss) Capital gain (loss) Other gain (loss) IRA distributions, pensions and annuities Rent, royalties, partnerships, S corporations, trusts Farm income (loss) Unemployment income Social security benefits Other income (loss) Adjustments: Archer MSA or health savings accounts deduction Certain expenses of reservists, artists, and fee basis officials Moving expenses One half self employment tax Self employed SEP, SIMPLE, and qualified plans Self employed health insurance deduction IRA deduction Student loan interest deduction Other adjustments to income Calculated Force

2 WIGen WI2 Name of municipality: (Enter one) City Village Town County School district number Return type options (1 = Form 1A, 2 = Form WIZ) (Residents only) Divorce decree Request Schedule H EZ Authorize discussion with tax department (1 = Yes, 2 = No) (If different from the federal option) Special filing condition codes Suppress calculation of Schedule I Suppress recalculated federal forms Filing Form 4563 or short period return General footnote Married Filing as Head of Household, Spouse Information Social security number First name Last name No use tax due Sales and use tax on out of state purchases Cancer research Endangered resources Fire fighters memorial Military family relief Multiple sclerosis Packers football stadium Red Cross WI disaster relief Second Harvest/Feeding America Special Olympics Wisconsin Veterans trust fund

3 WIEst WI3 Application of 2014 overpayment 1 = Refund 100% of overpayment 5 = Apply amount specified below to estimates until exhausted, refund excess 2 = Apply 100% of overpayment to 2015 estimate, refund excess 6 = Apply to first and second estimates, refund excess 3 = Apply to first estimate, refund excess 7 = Apply 100% of overpayment to 2015 estimates, no refund 4 = Apply equally to each estimate, refund excess 8 = Apply amount specified below to 2015 Amount for code 5 or 8 Do not calculate estimates for code 7 or 8 (If Estimates - declaration for 2015 is blank) Estimates declaration for = Use 2014 liability (Default when overpayment applied to 2015) 2 = Use 2014 liability adjusted by amount below 3 = Use 2014 liability even if less than $500 4 = Print vouchers with amount fields blank* 5 = Use amounts entered below, before overpayment 4 = Four vouchers A = First voucher 3 = Last three vouchers B = Second voucher 2 = Last two vouchers C = Third voucher Amount to round up each estimate Treat 4th quarter estimate as due on 12/31/15 New address 6 = Use 2014 amounts adjusted by amounts below 7 = Suppress printing of vouchers* 8 = Use tax from Tax Projection Worksheet (Resident or nonresident states only) 9 = Use amounts entered below Withholding adjustment Amount for code 2 Amounts for code 5, 9 or 2015 estimates paid: 1st payment 2nd payment 3rd payment 4th payment Amounts for code 6: Taxable income Tax Credits Options for code 8 (A = 90%, C = Add desired refund amount) Amount of refund desired Do not proforma 2015 declaration code, use code 1 or code 3 for 2016 estimates Number of 2015 vouchers desired State estimated payments for 2014 are entered on federal Screen St Pmt. *Adjust printing of filing instructions on federal Screen Est for codes 7. 1 = Use current year liability, 3 = Use current year liability even if less than $500 1 = Last voucher Amounts for code 5 or Estimates paid

4 WIWD WI4 All amount fields accept Force entries Capital loss carryovers: Short term Long term Additional Information Part III, line 28, loss adjustment (Force) Part IV, line 29a, federal capital gain (Force) Long term gains attributable to sale of farm assets (Force) Long term gain from federal Form 2439 (Part-year residents only)

5 WIFC WI5 This credit is available to full year residents of Wisconsin only Notified of noncompliance with any conservation plan 2013 property taxes were not paid in full Gross farm profits are less than $6,000 ($18,000 over three years) Less than 35 acres are in the conservation program First name and middle initial Last name Address City, state, zip code Other person using farm information Spouse's income (Married filing separate only) Dependent farm income Nonfarm business losses Net current year property taxes Regular credit (1 = 100%, 2 = 80%, 3 = Multiple) If multiple percentages, enter current year property tax for each rate: 100% 80% 70% Date of preservation agreement Non Farm Loss No change to previously submitted zoning certificates

6 WII&T WI6 Sale of capital assets Federal modified adjusted gross income (Force) Discharge of indebtedness (Force) HSA taxable distribution (Force) Other adjustments to federal adjusted gross income Other adjustments to itemized deductions Nonrecaptured Section 1231 losses: Prior carryovers year 2009 Prior carryovers year 2010 Prior carryovers year 2011 Prior carryovers year 2012 Prior carryovers year 2013 Amounts under Wisconsin Law Wisconsin Source Amounts PY/NR Only Threshold cost of Section 179 property placed in service in 2014 (Force) Maximum dollar limitation for Section 179 (Force) Business income for Section 179 (Force) Total adjustments for pre 2014 depreciation and section 179 Total AMT adj for pre 2014 depreciation and section 179 Calculated Amount Force

7 WIFC&H WI7 These credits are available to full year residents of Wisconsin only Amended Number of acres of land on which claim is based Schedule H/FC/FC A (Force) (1 = Schedule H, 2 = Schedule FC, 3 = Schedule FC-A) Suppress calculated Schedule H/FC/FC A credit Depreciation: Partnerships, LLCs, S corporations Tax option S corporations Amortization: Partnerships, LLCs, S corporations Tax option S corporations Depletion expense Nontaxable income sources outside Wisconsin Resident manager rent reduction Housing allowance for clergy (Force) Nontaxable income of a Native American (Force) Scholarships, fellowships and grants Household Income Computation Intangible drilling costs Nontaxable deferred compensation (Force) Capital loss carryforward used or Net operating loss carryforward or carryback (Force) Income nonresident or part year spouse Nontaxable military compensation or cash benefits SSI, SSI E, and caretaker supplement Veterans pensions and disability payments Workers' compensation and loss of time insurance (Force) Support money (Court ordered) Farm Non Farm January February March April May June July August September October November December Sources for other amounts Wisconsin Kinship County Works Care Relief Other

8 WIH WI8 Home is part of a farm Living in a nursing home and receiving medical assistance under Title XIX Date entered nursing home Nursing home name Nursing home address City, state, zip Maintained separate home from spouse Did not notify spouse of marital property income Date married in 2014 Date divorced in 2014 Divorce judgement, former spouse pays tax liability Date return previously filed Personal use percentage (Force) Dates occupied home purchased during 2014 From To Dates occupied home sold during 2014 From To All amount fields accept Force entries Income Wages, interest, dividends, and additional items of income (When no return filed) Section 179 expense and other depreciation Standard mileage depreciation Property Tax Bill Information Name of owner(s) (If different from federal Screen 1040) Address of property (If different from federal Screen 1040) City, state, zip Property taxes (Force) (Without special assessments/ charges and before first dollar and lottery and gaming credit) Lottery/gaming credit and first dollar credit Property tax adjustment Value of land Value of improvements Type of owner Other owner's type Ownership percentage (If less than 100%) Other owner's property tax paid Portion of property taxes to include in rent Adjoining property tax bill information Sale of home information Address of home City, state, zip Name of seller(s) (If different from federal Screen 1040) Type of seller Other seller's type Ownership percentage All other owner(s) occupied home before sold Property taxes allocated to seller on closing statement

9 WIHome Description T, S, J St at e WI9 Information transfers from federal Screen Home Electing to pay tax on entire gain (No exclusion is calculated and entire gain is reported on Schedule D) Report on Form 8949 if not required Date former home was acquired Date former home was sold Selling price of home Expense of sale Basis of home sold Surviving spouse that qualifies for full exclusion 1099 S property in asset detail, do not report Source Data Entry data Information in this section will be ignored if the election to pay tax on entire gain is marked in the section above Meet use and ownership test without exceptions (2 years use within 5 year period preceding sale date) Depreciation claimed for periods after May 6, 1997 Aggregate number of days of nonqualified use after 12/31/2008 Number of days property was owned Enter reduced exclusion days ONLY if sale qualifies to claim a reduced maximum exclusion Reduced exclusion days: (Enter only days within 5-year period ending on sale date) Number of days each person used property as main home Number of days each person owned property used as main home Number of days between date of sale of the other home and this home Maximum exclusion amount (Force) Taxpayer Spouse Mortgage and other debts the buyer assumed Total current year payments received Related party name Address City, state, zip code Taxpayer identifying number Was the property sold a marketable security (1 = Yes, 2 = No) Date of second sale Indicate special condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance) Explanation if no tax avoidance purpose Selling price of property sold by related party

10 WIC WI10 Principal business Unit T, S, J Disposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis) Gross income adjustment Expense adjustment Prior year Section 179 Recomputed Section 179 Prior year Section 280F Recomputed Section 280F Section 179/280F Recapture Total Sources Default Wisconsin Sources PY/NR Only Force Net income for home office 1 Net income for home office 2 Home Office Income Passive activity code 1 = Other passive activity 3 = No limitation applied Aggregation group (Passive activity only) Significant participation hours Operating Short term capital Long term capital Section 1231 loss Ordinary business gain/loss Passive Activity Carryovers Total Sources Wisconsin Sources Section 179 carryover Section 179 carryover COGS Other Carryovers

11 WISale Description Unit Form T, S, J St at e WI11 Treatment (A code should be entered for all assets not in the asset module) Section 1250 property Sale of auto asset Gross proceeds reported on Form 1099 S or 1099 B (Form 4797, line 1) 1099 S property in asset detail, do not report Source Data Entry data Disposition due to casualty or theft (Part III assets only: used to determine gains to carry to Form 4684, Section B) Postponed gain due to casualty or theft Sale to related party State does not conform to section 179 QRP treatment State use Date acquired Date sold Gross sales price or insurance proceeds received Cost or other basis Commissions and other expenses of sale Depreciation allowed or allowable Additional depreciation after 1975 Applicable percentage (If not 100%) (xxx.xx) Additional depreciation after 1969 Soil, water and land clearing expenses Applicable percentage (If not 100%) (xxx.xx) Intangible drilling and development costs Applicable payments excluded from income under Section 126 Mortgage and other debts the buyer assumed Total current year payments received Related party name Address City, state, zip code Identifying number Was the property sold a marketable security (1 = Yes, 2 = No) Date of second sale Special condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance) Explanation if no tax avoidance purpose Selling price of property sold by related party

12 WI8824 Property given up Property received Sale of auto asset Section 121 exclusion Treatment (A code should be manually entered for all assets not in the asset module) State use Unit Form T, S, J St at e WI12 Date like kind property given up was acquired Date you transferred your property to other party Date the like kind property was identified Date like kind property received from the other party Fair market value of other property given up Adjusted basis of other property given up Cash received Fair market value of other (not like kind) property received Installment obligation received in like kind exchange Fair market value of like kind property received Fair market value of non Section 1245 property received Liability assumed Cash paid Adjusted basis of like kind property given up, etc Adjusted basis of like kind property from pass through entity: Cost or other basis Depreciation allowed or allowable excluding Section 179 Section 179 expense deduction passed through Section 179 carryover Liability given up Exchange expenses Total potential ordinary income under recapture rules Name of related party Address City, state, zip code Identifying number Relationship During this tax year, did related party sell or dispose of the property received (1 = Yes, 2 = No) During this tax year, was the like kind property received sold or disposed of (1 = Yes, 2 = No) Special condition if applicable (1 = Death of either party, 2 = Involuntary conversion, 3 = No tax avoidance) Explanation if no tax avoidance purpose Exchange is a prior year like kind exchange

13 WICr 2 WI13 Claimed after alternative minimum tax Angel investment credit information Angel investment credit passed through from other entities Development zone credit (From Schedule DC) Development zone credit recapture Early stage seed investment credit information Early stage seed investment passed through from other entities Early stage seed investment credit transfer Historic rehabilitation credit repayment Enterprise zone jobs credit (From Schedule EC, line 3) Jobs tax credit (From Schedule JT, line 5) Woody biomass harvesting and processing credit (From Schedule WB, line 5)

14 WI8829 Description Unit Form T, S, J St at e WI14 Use simplified option for home office deduction Home identification Home description Date placed in service (Current year only. For Simplified Method computation) Date sold or placed out of service (For Simplified Method computation) Total area of home Area used exclusively for business Information for day care facilities only: Total hours used Total hours in year, if less than 8760 Special computation for certain day care facilities: Area used regularly and exclusively for day care business Area used partly for day care business Casualty losses (Force) Deductible mortgage interest Deductible qualified mortgage insurance premiums Real estate taxes Excess mortgage interest Insurance Rent Repairs and maintenance Utilities Other expenses Excess casualty losses Direct Indirect Carryovers from 2013 to 2014: (Enter amounts on screen Screen 8829CO) Operating expenses Casualty losses Casualty loss carryover holding period Depreciation Business expenses not from business use of home Depreciation percentage (xxx.xx) Depreciation

15 WICS WI15 SSN Name Divorced parent Other account owner information First name Last name Amount contributed (For owners of the EdVest or Tomorrow's Scholar account, Part I, Section C) Address City, state, zip Person who received distribution check Account owner Account beneficiary Name Amount of Distribution not used for qualified education expenses Amount contributed to the account in tax year Amount rolled over into another state's qualified tuition program Previously claimed subtraction

16 WIFCA WI16 Number of farms on which claim is based Compliance with soil and water conservation plans ( 1 = Yes, 2 = No) Prior year property taxes were paid in full (1 = Yes, 2 = No) Gross farm profits are at least $6,000 ($18,000 over three years) (1 = Yes, 2 = No) Farmland used by someone else: Prior year business name information First name and middle initial Last name Business name Address City, state, zip Location of farm: County City, town or village (C = City, T = Town, V = Village) Name of city, town or village Ownership percentage (xxx.xx) Qualifying acres

17 WICert WI17 Taxpayer, spouse, or joint (Force) (T, S, J) Rental property residency dates for 2014: (If not full year) From To Rent, heat included (If different from Screen Cr) Rent, heat not included (If different from Screen Cr) Rent certificate is altered Address Apartment number City, state, zip code Enter address data if different from address on tax return Enter rent for shared living renters in Shared Living Expenses section only Landlord's name Telephone number Address City, state, zip code Landlord is a section municipal housing authority Date landlord signed (Default = date filed) Landlord did not sign rent certificate Landlord will not sign rent certificate Rental property is NOT subject to property taxes This rent certificate is for rent of a mobile home This rent certificate is for rent of a mobile home site Mobile home taxes, parking permit, or municipal fees collected for 2014 Total rent collected for this rental unit Rent amount changed during year, rent by month: January February March May June July September October November April August December Number of occupants Renter's share of total 2014 rent Value of food and services provided Property is a long term care facility, CBRF, or nursing home Heat not included Rent Food Utilities Other Other occupant(s) All Occupants This Renter

18 WIELF WI18 Suppress Wisconsin electronic file when filing federal return electronically Taxpayer address is entered on federal Screen Contact or in Setup > Client Communications Authorize the Wisconsin Department of Revenue to send notices electronically

19 WIAmend2 WI19 Do not recalculate estimated tax payments (Retain estimates as originally calculated) 1st payment 2nd payment 3rd payment 4th payment Originally calculated

20 WIRA WI20 Mark the field for any credit you attached supporting documentation via Edit > Electronic Filing Attachments Homestead credit (Schedule H) Amended return (Form 1X or X-NOL) Angel investment credit (Schedule VC) Community rehabilitation program credit (Schedule CM) Development zones credit (Schedule DC) Early stage seed investment credit (Schedule VC) Economic development credit (Schedule ED) Veterans and surviving spouses property tax credit Enterprise zone jobs credit (Schedule EC) Farmland preservation credit (Schedule FC or FC-A) Health insurance risk sharing plan assessments credit (Schedule HI) Historic rehabilitation credit (Schedule HR) Job creation deduction credit (Schedule JC) Jobs tax credit (Schedule JT) Manufacturing and agriculture credit (Schedule MA) Manufacturing investment credit (Schedule MI) Tax paid to another state (Schedule OS) Technology zone credit (Schedule TC) Woody biomass harvesting and processing credit (Schedule WB) Mark this field if an other document will be attached to a paper filed Form W RA Other documents attached to Form W RA (For use when paper filing W-RA only)

21 WINRPY 2 WI21 Residency codes 1 = Full-year Wisconsin resident; did not change domicile from Wisconsin during = Changed legal residence from Wisconsin during 2014; have not moved back to Wisconsin 3 = Changed legal residence from Wisconsin during or before 2014; have moved back to Wisconsin 4 = Changed legal residence to Wisconsin from another state during 2014; no previous Wisconsin residency 5 = Nonresident of Wisconsin for all of 2014 Residency for code 4 or 5 Date for code 4 Nonresident alien country for code 5 Taxpayer Spouse Filing for move in a previous year and did not complete a questionnaire Date of move from Wisconsin Date intend to move back to Wisconsin Explanation of date and circumstances around move back to Wisconsin Established legal residence in another state Postal code/date of change Country code/date of change Dates in Wisconsin Dates physically present in new state Date spouse and dependent children (if any) moved Date working in new state Type of job( 1 = Permanent, 2 = Temporary, 3 = Seasonal) Description of job Resident income tax returns filed (Enter years filed) Reason for not filing Date purchased WI resident hunting, fishing, or trapping license Type of license County purchased license Residency actions in new state Other actions in new state Explanation Owned real estate while living in Wisconsin Date disposed Still own Wisconsin real estate, explanation of use and frequency Explanation for having legal residence in different state, but using WI address for tax return

22 WICO 2 Prior C/O Year % Contributions 30% Contributions 50/30% Cap Gain Prop Contributions WI22 20% Contributions 50% 100% Qualified Conservation Qualified Conservation Contributions Contributions

23 WINRPY WI23 Residency codes Blank = Both taxpayer and spouse have the same resident status (default) 1 = Taxpayer nonresident, spouse resident 2 = Taxpayer resident, spouse nonresident 3 = Taxpayer part-year, spouse nonresident 4 = Taxpayer nonresident, spouse part-year 5 = Taxpayer resident, spouse part-year 6 = Taxpayer part-year, spouse resident Part year residency dates: (Enter spouse dates only if different from taxpayer) From To Nonresident's resident state/country Taxpayer Spouse Changed domicile in 2013 or 2014 and Legal residence (domicile) questionnaire has been completed Nonresident aliens: Taxpayer or spouse is a U.S. citizen or a resident alien Resident of one of the following states: Instate taxable wages: Taxpayer (Force) Spouse (Force) IL IN KY MI Pension subtraction and lump sum addition Other additions Other subtractions IRA deduction: Taxpayer (Force) Spouse (Force) Moving expense (Force)

24 WIDepr Business activity Unit Form T, S, J WI24 Wisconsin source fields are not used to calculate Form 2106 and Supplemental Business Expenses Worksheets Section 179 cost Total source Section 179 cost Wisconsin source Depreciation Total source Depreciation Wisconsin source Section 179 expense Section 179 expense Wisconsin source Section 179 expense qualified real property Section 179 expense qualified real property Wisconsin source Amortization Total source Start up expenses Total source Amortization Wisconsin source Start up expenses Wisconsin source Post 86 depreciation adjustment

25 WIBank WI28 Wisconsin direct deposit and electronic funds withdrawal are available only when filing electronically Suppress direct deposit of refund Use Refund Advantage for refund deposit (Available when filing electronically and a bank product is selected on federal Screen RAL) Enable electronic funds withdrawal for a balance due return Date of withdrawal (If other than original due date of return) Electronically withdraw funds for estimate payments: All payments 1st payment 2nd payment 3rd payment 4th payment Available only when filing the tax return electronically Additional data entry required on Screen Est for estimate calculation Use Estimate Due Date Requested Withdrawal Date Enter account information for Wisconsin direct deposit or electronic funds withdrawal. Primary account information transfers from federal Screen Bank. Routing transit number Name of financial institution Depositor account number Type of account (1 = Savings, 2 = Checking, 3 = IRA (Deposit only, where state allows)) Non US financial institution (International ACH transaction)

26 WI6198 Description Unit Form T, S, J WI29 Beginning at risk code (1 = Adjusted basis (simplified), 2 = Investment in activity (detailed), 3 = Prior year Form 6198 line 19b (detailed)) Beginning at risk amount At effective date: Increase in at risk Decrease in at risk Since effective date or 12/31/13: Increase in at risk Decrease in at risk Guaranteed payments (Force) Information transfers from federal Screen 6198 Total Sources Wisconsin Sources Total losses deducted in prior years beginning after 1978 Amounts previously included in gross income Exclude recourse partnership liabilities from the detailed computation of at risk section All at risk entities: Operating Short term capital (Portfolio) Long term capital (Portfolio) Short term capital (Business) Long term capital (Business) Section 1231 loss Ordinary business gain/loss Section 179 Section 179 COGS Total Sources Wisconsin Sources

27 WIInstPY Description Unit Form T, S, J St at e WI30 Treatment Section 1250 property Installment sale from like kind exchange (Section 453(f)(6)) Installment sale of home Sale of auto asset Delete on next year's proforma State use Date acquired Date sold Gross sales price or insurance proceeds received Mortgage and other debts the buyer assumed Cost or other basis Depreciation allowed or allowable Commissions and other expenses of sale Income recapture from Form 4797 Section 121 exclusion from sale of main home Prior year gross profit percentage (Force) (xxx.xxxx) Total current year payments received Prior year payments received Balance of unrecaptured Section 1250 gain to be taxed Total ordinary income to recapture (Section 1252, 1254 or 1255 property only) Ordinary income previously recaptured Beginning of year, remaining gross profit (Used for passive loss and AMT adjustments) Related party name Address City, state, zip code Identifying number Was the property sold a marketable security (1 = Yes, 2 = No) Date of second sale Special condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance) Explanation if no tax avoidance purpose Selling price of property sold by related party

28 WIPRR WI31 Federal adjusted gross income (Reported on Federal return) Schedule I adjustment State and municipal bond interest Capital gain or loss Other additions State tax refund US obligations Unemployment Social security Capital gain or loss Other subtractions Additions Subtractions Standard deduction Number of personal exemptions Number of additional exemptions Tax Alternative minimum tax Sales and use tax Penalties on retirement, recaptured development zone credit and repaid Schedule HR credit Itemized deduction credit Armed forces member credit School property tax credit Historic rehabilitation credit Working families tax credit Married couple credit Schedule CR (Non refundable) Schedule OS Income tax withheld Estimates Other payments Earned income credit Homestead and Farmland credit Repayment credit Veterans property tax credit Schedule CR (Refundable) Contributions

29 WIPOA WI32 Taxpayer, spouse, or joint (T, S, J) Send notices and other written communication to: (1 = Taxpayer, 2 = Attorney-in-fact) If more than 1 representative is listed, indicate who should receive the notices (1 = Rep #1, 2 = Rep #2, 3 = Rep #3) Tax account number xxx Spouse information, if different Address Apartment number City, state, zip xx Representative name 1 Representative address City, state, zip code Telephone number Representative name 2 Representative address City, state, zip code Telephone number Representative name 3 Representative address City, state, zip code Telephone number Data transfers from federal Screen POA. Enter Tax Matters Information to generate the state Power of Attorney. Authorized tax: Individual income tax Corporation/income tax Excise Tax Sales, use tax Withholding tax All delinquent tax matters Other Year(s) or Period(s) Power of attorney is limited to: Field, office audit matters All delinquent tax matters Appeal of notice dated Other Prior filed power of attorney revoked, except the following:

30 WIMA WI33 Manufacturing Production gross receipts Cost of good sold allocable to production gross receipts Direct costs allocable to production gross receipts Indirect costs All gross receipts All activity occurred in Wisconsin on property assessed as manufacturing/agriculture Agriculture Average value of real and personal property owned, rented or used in production: Wisconsin Total Pass through information Business Income Limitation Carryover of unused credit

31 WIAmend WI34 Transfer original information (Residents only) Filing status (1 = Single, 2 = Married filing joint, 3 = Married filing separate, 4 = Head of household) (Residents only) Name used on original return, if different (Residents only) Explanation of change codes (Residents only) 01 = Dependent change 02 = Pass-through entity change 03 = Form 1099 change 04 = Form W-2 change 05 = Tuition expense subtraction 06 = Interest/dividends change Explanation of change detail 07 = Filing status change 08 = IRA change 09 = Exempt pensions 10 = Repayment of income previously taxed 11 = Federal audit and adjustments 12 = Protective claim for refund Amount previously refunded Amount paid with return plus additional payments Interest Overpayment applied to 2015 Original underpayment interest

32 WI2440 WI35 Date retired Employer's name Disability pay included in federal adjusted gross income Number of payments of at least $100 per week Sum of payments of less than $100 per week Lesser of payments received for less than a week or highest allowable exclusion Taxpayer Spouse Indicate: Physician's statement filed previously Federal Schedule R filed Totally disabled on 1/1/76 or 1/1/77 Totally disabled on date of retirement Physician's name Physician's address Physician's city, state and zip code Number of weeks received disability payments while a resident Number of weeks a resident while received disability payments

33 WICO WI36 Year Credit Generated Total Credit Utilized

34 WISBas2 WI37 Name of entity Unit T, S, J Nondeductible expenses Ordinary business loss Rental real estate loss Other rental loss Section 108(b) Reduction Total Sources Wisconsin Sources Short term capital loss (Portfolio) Long term capital loss (Portfolio) Short term capital loss (Business) Long term capital loss (Business) Section 1231 loss Ordinary business gain/loss Other portfolio losses Section 1256 contracts and straddles Other losses Schedule E Other losses 1040 Page 1 Section 179 Cash contribution 50% AGI limitation Cash contribution 30% AGI limitation Noncash contribution 50% AGI limitation Noncash contribution 30% AGI limitation Noncash contribution 50% capital gain/30% AGI Noncash contribution capital gain property 20% Portfolio deductions 2% AGI limitation Portfolio deductions no AGI limitation Investment interest expense Schedule A Depletion Deductions royalty income Intangible drilling expensed Intangible drilling non productive Section 59e amortized Section 59e expenditures other Preproductive period expenses Reforestation expense deduction Form 4684 long term loss trade/business Form 4684 long term loss income producing Form 4684 short term loss income producing Penalty on early withdrawal Federal income tax withheld State income tax withheld Medical insurance premiums Real estate taxes Other deductions Foreign taxes

35 WICf WI38 Name of credit Enter all credits as positive amounts Preceding Tax Year Credit Amount Generated Transferred in from Other taxpayers Credit Amount Utilized Transferred to Other taxpayers

36 WIK1Sale Description Unit Form T, S, J St at e WI39 NOTE: Only enter dispositions that were separately reported on a Schedule K 1 (Form 1065 or 1120S) on this screen. Enter other dispositions via the Asset tab for detailed asset data entry or Screen Sale if summary asset data entry is used. Part year and nonresidents include only units with postal code WI in Wisconsin source calculations. Treatment Section 1250 property Delete on next year's proforma Disposition due to casualty or theft (Part III assets only: used to determine gains to carry to Form 4684, Section B) Sale to related party State does not conform to section 179 QRP treatment State use Date acquired Date sold Gross sales price or insurance proceeds received Cost or other basis Commissions and other expenses of sale Depreciation allowed or allowable excluding Section 179 Total Section 179 expense deduction passed through Section 179 carryover Sale is a prior year installment sale Prior year installment from like kind exchange (Section 453(f)(6)) Prior year gross profit percentage (Force) (xxx.xxxx) Mortgage and other debts the buyer assumed Total current year payments received Prior year payments received Income recapture from Form 4797 Beginning of year, remaining gross profit Related party name Address City, state, zip code Identifying number Was the property sold a marketable security (1 = Yes, 2 = No) Date of second sale Special condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance) Explanation if no tax avoidance purpose Selling price of property sold by related party Casualty occurrence description FMV before loss FMV after loss Property type (1 = Business, 2 = Income producing)

37 WIF WI40 Description Business product Unit T, S, J Disposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis) Expense adjustment Total Sources Wisconsin Sources PY/NR Only Prior year Section 179 Recomputed Section 179 Prior year Section 280F Recomputed Section 280F Section 179 and 280F Recapture Calculated Force Net income for home office 1 Net income for home office 2 Home Office Income Disallowed excess farm losses (Force) Farm Loss Limitations Passive activity code 1 = Other passive activity 3 = No limitation applied Aggregation group (Passive activity only) Significant participation hours Operating Short term capital Long term capital Section 1231 Ordinary business gain/loss Passive Activity Carryovers Total Sources Wisconsin Sources Section 179 carryover Other Carryovers

38 WICr WI41 Rent paid in current year: (Part-year and full year residents only) Heat included Heat not included Property taxes (Force) Qualifying children for earned income credit (Force) Have state calculate earned income credit Previous year information Interest paid to purchase or hold U.S. government securities Interest paid to purchase second home located outside Wisconsin or boat as a residence Medical expenses Interest Contributions Casualty losses Entries are subtracted from federal amounts No more than $300 per qualified individual Taxpayer armed forces credit Spouse armed forces credit Veteran's and surviving spouse property tax credit Qualify for Veteran's and surviving spouse property tax credit Net property taxes paid (Force) Claimant's principal dwelling is located on more than one acre: Acres of land Assessed value of land Assessed value of principal dwelling Total assessed value of all land and improvements

39 WI2Yr WI42 Federal adjusted gross income (Reported on federal return) Schedule I adjustment State and municipal bond interest Capital gain or loss Other additions State tax refund US obligations Unemployment Social security Capital gain or loss Other subtractions Enter amounts from 2013 Form 1 Additions Subtractions Standard deduction Personal exemptions Tax Alternative minimum tax Sales and use tax Penalties on retirement, recaptured development zone credit and repaid Schedule HR credit Itemized deduction credit Armed forces member credit School property tax credit Historic rehabilitation credit Working families credit Married couple credit Schedule CR (Non refundable) Schedule OS Income tax withheld Estimates Other payments Earned income credit Homestead and Farmland credit Repayment credit Veterans property tax credit Schedule CR (Refundable) Penalties and interest Contributions

40 WITPW WI items that will not default to 2014 amounts are marked with an asterisk (*) Print Tax Projection Worksheet Federal adjusted gross income (If different from federal Tax Projection Worksheet amount) Schedule I adjustment Additions State and municipal bond interest Capital gain or loss * Other additions Subtractions State tax refund * US obligations Unemployment Social security (If different from federal Tax Projection Worksheet amount) Capital gain or loss * Other subtractions Standard deduction Number of personal exemptions (If different from federal Tax Projection Worksheet amount) Number of additional exemptions Tax (Force) * Alternative minimum tax * Sales and use tax * Penalties on retirement, recaptured development zone credit, repaid Schedule HR credit * Itemized credit (Force) Qualified casualty losses Armed forces member credit School property tax credit Historic rehabilitation credit Working families credit Married couple credit (Force) * * Income tax withheld Estimates (Force) Other payments Earned income credit Homestead and Farmland credit Repayment credit Veterans property tax credit * * * Schedule CR (Non refundable) Schedule OS Schedule CR (Refundable)

41 WIMS WI44 Name of business Employer identification number Share of business's net income (loss) Recomputed tax liability Unused credit as of beginning of year

42 WI4835 WI45 Description Unit T, S, J Disposition (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis) Expense adjustment Prior year Section 179 Recomputed Section 179 Prior year Section 280F Recomputed Section 280F Section 179 and 280F Recapture Total Sources Calculated Wisconsin Sources PY/NR Only Force Passive activity code (1 = Other passive activity, 2 = Rental real estate with active participation, 3 = No limitation applied, 4 = Real estate professional) Passive activity is subject to recharacterization (Codes 1 and 2 only) Aggregation group Passive Activity Carryovers Operating Short term capital Long term capital Section 1231 loss Ordinary business gain/loss Total Sources Wisconsin Sources Section 179 carryover Other Carryovers

43 WIRent WI46 Property description Unit T, S, J Disposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis) Expense adjustment Total Sources Wisconsin Sources PY/NR Only Prior year Section 179 Recomputed Section 179 Prior year Section 280F Recomputed Section 280F Section 179 and 280F Recapture Default Force Net income for home office 1 Net income for home office 2 Home Office Income Passive activity code 1 = Other passive activity 2 = Rental real estate with active participation 3 = No limitation 4 = Real estate professional Aggregation group (Passive activity only) Include rental with active participation in Section 179 business income Significant participation hours Passive Activity Carryovers Operating Short term capital Long term capital Section 1231 loss Ordinary business gain/loss Total Sources Wisconsin Sources Section 179 carryover Other Carryovers

44 WIPen WI47 Date return filed (If other than due date of return) 2013 return was for less than 12 months Suppress penalties on return: Underpayment of estimated tax (1 = Suppress Schedule U penalty on return, 2 = Print Schedule U, suppress penalty on return) Late filing interest Failure to file Exception code Net 2013 tax Withholding (Fourth quarter defaults to total withholding less the first 3 quarters) 1st quarter 2nd quarter 3rd quarter Farmer and Fishermen exception calculated by marking "2/3 of gross income is from" field on federal Screen Pen, and entering the applicable date in "Date return filed" field above. 2 = No 2013 liability exception 3 = Estate/trust funded on account of death exception 5 = Casualty/ disaster waiver 6 = Retired/disabled reasonable cause waiver 7 = Active duty military outside of US waiver 9 = Net operating loss carryforward 10 = Extension to file/pay federal estimates because of disaster/terrorist/military action Income NOL Standard deduction Personal exemption Alternative minimum tax 1/1 3/31 1/1 5/31 1/1 8/31 1/1 12/31 Explanation of waiver request (Required for waiver calculation) Amount (Default = 100% of underpayment penalty)

45 WI Property given up Unit Form T, S, J St at e WI48 Property received Certificate of divestiture number Description of divested property Description of replacement property Treatment Date divested property was acquired Date divested property was sold Sales price of divested property Basis of divested property Cost of replacement property purchased within 60 days after sale date Ordinary income under recapture rules

46 WIAdj WI49 Enter interest and dividend income on federal Screen B&D, federal Screen K1 2, federal Screen K1T Tuition expense (Force) Private school (For dependents K-12 eligible for Schedule PS) School information Student information (Use state code 30 in Dependent Information field on federal Screen 1040) Retirement exclusion (Force) Adoption expense (Force) Medical care insurance deduction: Employee or non employed premiums (Force) Self employed health insurance premiums (Force) Self employed health insurance premiums employee spouse Worksheet 2 income limitation (Force) Long term care insurance deduction: Long term care insurance paid in current year (Force) Long term care self employed health insurance deducted on Form 1040 (Force) Long term care insurance cost employee spouse Long term care worksheet income limitation (Force) Wisconsin Form 1 Residents Only. Enter adjustments from pass thru entities on federal Screen K1 St in the Other addition or Other subtraction field. Other additions to income Other subtractions from income Non farm Wisconsin AGI (Force) Farm losses from Schedule K 1 (Enter as negative amount) Farm gains from Schedule K 1

47 WITax WI50 Federal alternative minimum taxable income (Force) (If recalculated for Schedule I) Depreciation adjustment (Post '86) (Force) Enter amounts applicable to period of residence: Federal net operating loss in additions (Force) Wisconsin net operating loss in subtractions Recovery of itemized deductions Itemized deduction addback (Force) (Part-year residents only) Enter positive or negative adjustments Federal adjustments and preferences with no Wisconsin tax benefit (Force) Federal alternative tax net operating loss Wisconsin alternative tax net operating loss Penalty on retirement plans Credit repayments and other penalties

48 WIK1T EIN Name of entity Unit T, S, J WI51 Grantor trust Final Schedule K 1 Disposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis) Net short term capital gain or loss Net long term capital gain or loss Capital gain from passive activities Other portfolio and nonbusiness income Ordinary business income Net rental real estate income Other rental income Depreciation Depletion Amortization Total Sources Wisconsin Sources PY/NR Only Net Section 1231 gain (loss) Section 179 expense deduction Charitable contributions Charitable contribution code Penalty for early withdrawal of savings Section 1202 gain subject to 50% exclusion Section 1202 gain subject to 60% exclusion Section 1202 gain subject to federal 75% exclusion Total Sources Wisconsin Sources

49 WIK1T 2 Name of entity Unit T, S, J WI52 Short term capital loss carryover Long term capital loss carryover Net operating loss carryover regular tax Depletion Amortization Exclusion items Trust paid federal estimated taxes Trust paid state estimated taxes Investment income adjustment Gross farming or fishing income Total Sources Wisconsin Sources PY/NR Only

50 WI804 WI53 Relationship to decedent (1 = Surviving spouse, 2 = Child, 3 = Parent, 4 = Brother/ sister, 5 = Creditor, 6 = Court-appointed representative) Enter information below only if different from information on federal Screen 1310 Name and address of personal representative or other person claiming refund: First name Last name Social security number Address, apartment number City, state, zip code

51 WIIns WI55 Employer company Employer telephone number Gross income Net income Other income: General assistance AFDC Social security and SSI (Force) Other Generate separate filing instructions Taxpayer Spouse Amount to be paid per period To be paid from bank account: Monthly Bi weekly Weekly First payment withdrawal date Authorization indicator (T, S, J) Bank or financial institution information: (* Default = federal Screen Bank) Name of financial institution * Name on account Routing transit number * Account number * Type of account (1 = Savings, 2 = Checking) *

52 WIIns 2 WI56 Financial institutions: Checking account Savings account Other Motor vehicles: Make Model Year Fair market value Balance due Lien holder Other personal property Real estate Vehicle 1 Vehicle 2 Mortgage or rent Auto payments Gasoline, oil Utilities: Home heating Electrical Telephone Water Cable, internet access Loans Credit cards: Name Monthly Payment Balance Due Note of Delinquent Payments Other: Entertainment Food Insurance IRS delinquent payment Other

53 WIPBas1 Name of entity Unit T, S, J WI57 Calculate Partner Basis Worksheets Beginning of year: Partner's basis Capital contributions cash Capital contributions property Current year share of liabilities: (Schedule K-1 (1065), Code K) Nonrecourse Qualified nonrecourse financing Recourse Prior year share of liabilities: (Prior year Schedule K-1 (1065), Code K) Nonrecourse Qualified nonrecourse financing Recourse Partnership liabilities assumed during year Increase in share of partnership liabilities (Force) Excess depletion deduction over property basis (Other than oil and gas) Other increases in basis (Not entered elsewhere) Total Sources Wisconsin Sources PY/NR Only Decrease in share of partnership liabilities (Force) Depletion up to share of allocated adjusted basis (Oil and gas wells) Other decreases in basis (Not entered elsewhere) Gain on complete disposal of partnership (Force) Include capital losses on complete disposal of partnership See Partner's Basis Worksheet Page 1, line 34 for calculated recognized gain on excess distribution Recognized gain on excess distribution: Character of gain (1 = Ordinary, 2 = Short-term capital, 3 = Long-term capital) Ordinary gain (Force) Short term capital gain (Force) Long term capital gain (Force) See Schedule K 1 (1065), Box 19, Code B instructions for additional information Recognized gain on appreciated property: Character of gain (1 = Ordinary, 2 = Short-term capital, 3 = Long-term capital) Amount of gain recognized

54 WIPBas2 Name of entity Unit T, S, J WI58 Nondeductible expenses Ordinary business loss Rental real estate loss Other rental loss Short term capital loss (Portfolio) Long term capital loss (Portfolio) Short term capital loss (Business) Long term capital loss (Business) Section 1231 loss Ordinary business gain/loss Other portfolio losses Section 1256 contracts and straddles Other losses Schedule E Other losses 1040 Page 1 Section 179 Portfolio deductions 2% AGI limitation Portfolio deductions no AGI limitation Investment interest expense Sch A Depletion Deductions royalty income Intangible drilling expensed Intangible drilling non productive Section 59e amortized Section 59e expenditures other Preproductive period expenses Reforestation expense deduction 4684 long term loss trade/business 4684 long term loss income producing 4684 short term loss income producing Dependent care benefits Penalty on early withdrawal Federal income tax withheld State income tax withheld SE health insurance premiums Real estate taxes Other deductions Total Sources Wisconsin Sources

55 WISBas1 Name of entity Unit T, S, J WI59 Calculate Shareholder Basis Worksheet Regulation (g) election Suppress proforma of nondeductible expense carryovers (Only available when Regulation (g) election has not been made) Beginning of year stock basis Capital contributions Excess depletion deduction over property basis (Other than oil and gas) Other stock basis increases Depletion up to share of allocated adjusted basis (Oil and gas wells) Other stock basis decreases Gain on complete disposal of stock (Force) Include capital losses on complete disposal of stock Total Sources Wisconsin Sources PY/NR Only Beginning of year loan basis Loans to corporation Other loan basis increases Loan basis restored (Force) Beginning of year loan face amount Other loan basis decreases See Shareholder's Basis Worksheet Page 1, line 35 for calculated recognized gain on excess distribution Recognized gain on excess distribution: Holding period of recognized gain (1 = Short term capital, 2 = Long-term capital) Short term capital gain (Force) Long term capital gain (Force) See Shareholder's Basis Worksheet Page 1, line 42 for calculated recognized gain on repayment of shareholder loan Recognized gain on repayment of shareholder loan: Character of gain (1 = Ordinary, 2 = Short-term capital, 3 = Long-term capital) Ordinary gain (Force) Short term capital gain (Force) Long term capital gain (Force)

56 WI1099C WI If canceled debt should not be included in income, enter exclusion information in the Cancellation of Debt data entry section and complete federal Screen 1099C. Income from cancellation of debt is in addition to any gain or loss on abandonment or repossession. To calculate gain or loss from disposal of property without Form 1099 A, complete fields Date acquired, Outstanding debt before transfer of property, and Basis of transferred property along with any other relevant information in the Abandoned, Foreclosed, Repossessed Property data entry section. Date of identifiable event Amount of debt discharged Interest if included in box 2 Deductible Account number+ +Available for UltraTax CS data mining, not used in tax return preparation Debt description+ Check here if the debtor was personally liable for repayment of the debt Identifiable event code Fair market value of property Use the 1099 A Facsimile data entry section to calculate any gain or loss on property that was abandoned, foreclosed, or repossessed. Income from cancellation of debt is calculated in the 1099 C Facsimile data entry section. Enter Date acquired and Basis of transferred property, as well as any other relevant information in the Abandoned, Foreclosed, Repossessed Property data entry section to calculate gain or loss. 1 Date of lender's acquisition or knowledge of abandonment 2 Balance of principal outstanding Account number+ 4 Fair market value of property 5 Check here if the borrower was personally liable for repayment of the debt 6 Description of property + Date acquired Date property abandoned, repossessed, or disposed Outstanding debt before transfer of property (If not reported on Box 2 of 1099-A) Proceeds received from foreclosure sale Basis of transferred property Depreciation allowed or allowable Alternative minimum tax gain/loss adjustment Treatment Section 1250 property Additional section 1250 depreciation after 1975 Applicable percentage (Defaults to 100%) (xxx.xx) Business use percentage of property (Defaults to 100% if business form/schedule selected) Property in asset module, do not report Source Data Entry data