PDF document
- 1 -
Tab to navigate within form. Use mouse to check                                                             Save        Print                   Clear
applicable boxes, press spacebar or press Enter.
 Schedule 
                                     2024                                                                                                            Beneficiary’s Share of Income, Deductions, etc. 
     2K-1
     Wisconsin                      For calendar year 2024 or tax year beginning                 2 0 2 4 and ending                   2 0
                                                                                 M   M D D       Y Y Y Y            M M D           D Y   Y Y   Y 
 Department of Revenue
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                             M.l.     Beneficiary’s SSN

 Beneficiary’s Address                            Beneficiary’s City                                        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 Last Name                           Individual’s First Name                              M.I.     Individual’s SSN

    A  Check if applicable:            Final 2K-1 Amended 2K-1
    B  Beneficiary’s state of residence
    C          Check if beneficiary is a nonresident and received an approved
               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)

PartNOIII COMMAS; NOBeneficiaryCENTS                                                                                                                              s Share of Current Year Income, Deductions, Credits, and Other Items 
                 (a)(b)(c)(d)(e) 
                                                                                                       Amount under     Wis. source amount
     Distributive share items                     Federal amount      Adjustment                       Wis. law       (see Form 2 instructions)

 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
    bPortion 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
 d  Total (add lines 9a through 9c)       9d                                                     9d
 10 Estate tax deduction (see inst.)   . 10                                                      10
I-021 (R. 7-24)



- 2 -
2024 Schedule 2K-1 Beneficiary's Name                                  ID Number                                  Page 2 of 2
PartNOIII COMMAS; NOBeneficiaryCENTS                                                                                                      s Share of Current Year Income, Deductions, Credits, and Other Items 
              (a)(b)(c)(d)(e) 
                                                                                                     Amount under Wis. source amount
      Distributive share items               Federal amount Adjustment                               Wis. law     (see Form 2 instructions)
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                                       13a                                                     13a 
 
 b                                       13b                                                     13b 
 
 c                                       13c                                                     13c
 
14a  Related entity expense addback .................................................            14a
 b    Related entity expense allowable  ................................................         14b

15   Wisconsin credits:
 a   Schedule          ...........................................................               15a
 b  Schedule           ...........................................................               15b
 c   Schedule          .............................................................             15c
 d   Schedule          ...........................................................               15d
  e  Schedule          ...........................................................               15e
 
 f   Schedule          ...........................................................               15f
 
 g   Schedule          ...........................................................               15g
 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






PDF file checksum: 857868197

(Plugin #1/10.13/13.0)