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Schedule
Beneficiary’s Share of Income, Deductions, etc. 2024
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)
Part III Beneficiary s Share’ of Current Year Income, Deductions, Credits, and Other Items NO COMMAS; NO CENTS
(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
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
d Total (add lines 9a through 9c) 9d 9d
10 Estate tax deduction (see inst.) . 10 10
I-021 (R. 7-24)
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