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Wisconsin Beneficiary's Share of Income, Deductions, etc.
Extracted from PDF file 2023-wisconsin-schedule-2k-1.pdf, last modified August 2015Beneficiary's Share of Income, Deductions, etc.
Tab to navigate within form. Use mouse to check applicable boxes, press spacebar or press Enter. Save Print 2023 Beneficiary’s Share of Income, Deductions, etc. Schedule 2K-1 Wisconsin Department of Revenue For calendar year 2023 or tax year beginning M M D D 2 0 2 3 Y Y Y Y and ending M Clear M D D 2 0 Y Y Y Y Part I: Information About the Estate or Trust Name of Estate or Trust Estate’s or Trust’s FEIN Estate’s or Trust’s Address Estate’s or Trust’s City State Estate’s or Trust’s Zip Code Part II: Information About the Beneficiary Beneficiary’s Business Name Beneficiary’s FEIN Beneficiary’s Last Name Beneficiary’s First Name Beneficiary’s Address Beneficiary’s City Beneficiary’s SSN M.l. State Beneficiary’s Zip Code If the beneficiary is a disregarded entity or trust, enter the name and identifying number of the taxpayer to whom this income will be reported: Business’s Name Business’s FEIN Individual’s First Name Individual's Last Name A Check if applicable: Final 2K-1 M.I. Individual’s SSN Amended 2K-1 B Beneficiary’s state of residence C Check if beneficiary is a nonresident and filed Form PW-2 to opt out of pass-through entity withholding D Check if a lower tier entity made an election to pay tax at the entity level pursuant to s. 71.21(6)(a) or 71.365(4m)(a), Wis. Stats., (see instructions) Part III Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items (a) (b) (c) Distributive share items Federal amount Adjustment 1 Interest income . . . . . . . . . . . . . . 1 1 2 Ordinary dividends . . . . . . . . . . . 2 2 3 Net short-term capital gain . . . . . . 3 3 4a Net long-term capital gain . . . . . . . 4a 4a b Portion of the amount on line 4a, that is attributable to gain on the sale of farm assets . . . . . . . . . . . . 4b 4b 5 Other portfolio income . . . . . . . . . . 5 5 6 Ordinary business income . . . . . . 6 6 7 Net rental real estate income . . . . 7 7 8 Other rental income . . . . . . . . . . . 8 8 9 Directly apportioned deductions (list) a 9a 9a b 9b 9b c 9c 9c 9d 9d d Total (add lines 9a through 9c) 10 Estate tax deduction (see inst.) . . 10 I-021 (R. 8-23) NO COMMAS; NO CENTS (d) Amount under Wis. law 10 (e) Wis. source amount (see Form 2 instructions) 2023 Schedule 2K-1 Beneficiary's Name ID Number Page 2 of 2 Part III Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items (a) (b) (c) Distributive share items Federal amount Adjustment 11 Final year deductions (list, see inst.) a 11a 11a b 11b 11b c 11c 11c d 11d 11d e Total (add lines 11a through 11d) 11e 11e 12 Alternative minimum tax item (list): a 12a b 12b c 12c 13 Other information (list): a b c 13a 13a 13b 13b 13c 13c 14a Related entity expense addback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a b Related entity expense allowable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b 15 Wisconsin credits: a Schedule NO COMMAS; NO CENTS (d) Amount under Wis. law . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15a b Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15b c Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15c d Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15d e Schedule f Schedule g Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15e h Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15h i Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15i j Wisconsin tax withheld (Do NOT include withholding from Forms 1099-R, W-2, and W2-G) . . 15j 16 Income (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15g (e) Wis. source amount (see Form 2 instructions)
2023 I-021 Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc. (fillable)
More about the Wisconsin Schedule 2K-1 Corporate Income Tax TY 2023
We last updated the Beneficiary's Share of Income, Deductions, etc. in February 2024, so this is the latest version of Schedule 2K-1, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule 2K-1 directly from TaxFormFinder. You can print other Wisconsin tax forms here.
Other Wisconsin Corporate Income Tax Forms:
TaxFormFinder has an additional 88 Wisconsin income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form 2 | Wisconsin Fiduciary Income Tax for Estates or Trusts |
| Schedule CC | Request for a Closing Certificate for Fiduciaries |
| Form 4 | Wisconsin Non-Combined Corporation Franchise or Income Tax Return |
| Schedule 5K-1 | Tax-Option (S) Corporation Shareholder's Share of Income, Deductions, Credits, etc. |
| Form 3 | Form 3 Partnership Return |
View all 89 Wisconsin Income Tax Forms
Form Sources:
Wisconsin usually releases forms for the current tax year between January and April. We last updated Wisconsin Schedule 2K-1 from the Department of Revenue in February 2024.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of Wisconsin Schedule 2K-1
We have a total of eleven past-year versions of Schedule 2K-1 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Schedule 2K-1
2023 I-021 Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc. (fillable)
2022 Schedule 2K-1
2022 I-021 Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc. (fillable)
2020 Schedule 2K-1
2020 Schedule 2K-1 Beneficiary's Share of Income, Deductions, etc.
2019 Schedule 2K-1
2019 Schedule 2K-1 Beneficiary's Share of Income, Deductions, etc.
2018 Schedule 2K-1
2018 Schedule 2K-1 Beneficiary's Share of Income, Deductions, etc.
2017 Schedule 2K-1
2017 Schedule 2K-1 Beneficiary's Share of Income, Deductions, etc.
2016 Schedule 2K-1
2016 I-021 Wisconsin Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc.
2015 Schedule 2K-1
2015 I-021 Wisconsin Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc. (fillable)
2013 Schedule 2K-1
2013 I-021 Wisconsin Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc. (fillable)
2012 Schedule 2K-1
2012 I-021 Wisconsin Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc.
2011 Schedule 2K-1
2011 2K-1 Beneficiary's Share of Income, Deductions, etc. (pdf fillable format)
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