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                          Form                     Wisconsin
                                                   fiduciary income tax
                                          2        for estates or trusts
                                                                                                                                                                 2024
                                                   For calendar year 2024 or tax year beginning            2 0 2 4        and ending                  2 0
                          Use                                                                    M  M D D  Y Y     Y    Y                   M M  D  D Y        Y Y Y 
                          BLACK INK
                                    ESTATES ONLY – Decedent’s legal last name                       Decedent’s legal first name                                         M.I.

                                    ESTATES ONLY – Decedent’s social security number                Estate’s federal EIN

                                    TRUSTS ONLY – Legal name                                                                                Trust’s federal EIN

                                    Name of personal representative, petitioner, or trustee                                                 County of jurisdiction (Name Only)
             DO NOT STAPLE
                                    Address of personal representative, petitioner, or trustee                     Schedules 2K-1 issued    Probate case number

                                    City                                          State Zip code      Schedules 2K-1 issued to nonresidents Check all that apply
                                                                                                                                                 Electing small business trust
                          Check if applicable         Initial return              Final return      Amended return        Name change            Qualified subchapter S trust
                                                                                                                                                 Qualified funeral trust
                                    Date trust or bankruptcy estate was created or date of decedent’s death
                                                                                                           M  M      D  D Y  Y  Y  Y          Nonresident:
                                    If this is a trust return, is the trust       Revocable      or     Irrevocable?
                                                                                                                                                    estate         trust
                                    If a trust, is the grantor a resident of Wisconsin?....................             Yes     No
                                                                                                                                              Part-year resident:
                                    Has Form W706 been filed? ...................................                       Yes     No
                                    Does the estate or trust own any disregarded entities? (If yes, include                                         estate         trust
                                    Schedule DE) ..............................................                         Yes     No               Bankruptcy estate
                                    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)........         Yes     No               Inter vivos trust
                                                                                                                                                 Testamentary trust
                                    Special Conditions
                                    Address where decedent lived at time of death                             Zip code                           Section 645 election
                                                                                                                                                 Decedent’s estate
                                          Print numbers like this                                      Not like this                      NO COMMAS; NO CENTS

                                     1    Federal taxable income of fiduciary (see instructions)  ..............................  1                                           .00
                                       2  Additions (from Schedule A or NR)   ............................................  2                                                 .00
                                       3  Add lines 1 and 2  ..........................................................  3                                                    .00
                                       4  Subtractions (from Schedule A or NR)  ..........................................  4                                                 .00
                                     5    Wisconsin taxable income of fiduciary (subtract line 4 from line 3)  ....................  5                                        .00
                                     6a  Tax on income from line 5 (see tax table in the instructions)  ....       6a                         .00
                                     6b  ESBT tax (enter amount from line 25 of Schedule ESBT)  ......         6b                             .00
                                     6c  Gross tax (add lines 6a and 6b)  ...............................................                        6c                           .00
                                       7  Nonrefundable credits Schedule CR, line 34  ................             7                          .00
                                       8  Net tax paid to another state. Include Schedule OS   ..                  8                          .00
                                       9  Add credits on lines 7 and 8 ..................................................  9                                                  .00
                                                                                                                                                                              .00
Paperclip check or money order here    10 Subtract line 9 from line 6c. If line 9 is larger than line 6c, enter zero (0)   ..............       10

                                    I-020 (R. 7-24)

2024 Form 2                                                                                                                                 Page 2 of 4
                                                                                                                           NO COMMAS; NO CENTS

 11a  Enter amount from line 10  ....................................................                                      11a                   .00
11b    Sales and use tax due on Internet, mail order, or other out-of-state purchases. If you
    certify that no sales or use tax is due, check here  .............................                                     11b                   .00
11c    Penalty on underpayment of tax from inconsistent estate basis reporting  ...............                            11c                   .00
11d    Add lines 11a, 11b and 11c  ...................................................                                     11d                   .00
    12Wisconsin income tax withheld (see instructions)  ............           12                        .00
 13  2024 estimated payments and amount applied from 2023 return               13                        .00
 14  Farmland preservation credit.    Schedulea FC, line 17  .........         14a                       .00
                                      b  Schedule FC-A, line 13  .......       14b                       .00
 15  Refundable credits from Schedule CR, line 40   ..............             15                        .00
 16  AMENDED RETURN ONLY – amount paid with the original return                16                        .00
 17  Add lines 12 through 16  ................................                 17                        .00
 18  AMENDED RETURN ONLY – refund from original return less
    amount applied to 2025 estimated tax  .....................                18                        .00
 19   Subtract line 18 from line 17  ...................................................  19                                                     .00
 20   If line 19 is greater than line 11d, subtract line 11d from line 19 AMOUNT OVERPAID ......  20                                             .00
 21   Amount of line 20 to be REFUNDED TO YOU  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   21                    .00
 22   Amount of line 20 to be applied to your 2025 ESTIMATED TAX            .. 22                        .00
 23   If line 19 is less than line 11d, subtract line 19 from line 11d AMOUNT UNDERPAID  .......  23                                             .00
 24   Underpayment interest. Fill in exception code – See Schedule U                     ..............  24                                      .00
25    Add lines 23 and 24. This is the AMOUNT DUE ....................................  25                                                       .00

Third  Do you want to allow another person to discuss this return with the department (see page 8)?      Yes     Complete the following.         No
                                                                                                         Personal
Party            Designee’s                                          Phone                               identification
Designee         name                                                no.  (           )                  number (PIN)

                            Paper clip copies of federal Form 1041 and schedules to this return.
      Also paper clip copies of Wisconsin Schedules 2K-1, 3K-1, 5K-1, 2M, 2WD, NR, ESBT, and other documents,
                 if required. A request for a closing certificate for fiduciaries must be made separately
                                                on Schedule CC. See instructions.
I, as fiduciary, declare under penalties of law that I have examined this return (including accompanying schedules, statements, 
and copy of federal income tax return) and to the best of my knowledge and belief it is true, correct, and complete.
  Your signature                                                                                    Date                       Daytime phone
                                                                                                                              (  )

PERSON PREPARING RETURN (individual and firm) if other than the preceding signer
  Name                                    Signature of preparer                                     Date                       Daytime phone
                                                                                                                               ( )

2024 Form 2                                                                                           Page 3 of 4

Pass-Through Entity Representative
Representative’s Name (see instructions)          Contact’s Name (see instructions)

Email address                                                                             Phone number
                                                                                          (       )
Mailing address                                                                           Apt. no.

City                                                                                State Zip code

Mail your return to:     Wisconsin Department of Revenue  
  If tax due .....................................PO Box 8918, Madison WI 53708-8918
  If refund or no tax due.................PO Box 8965, Madison WI 53708-8965

2024 Form 2                                                                                                                                      Page 4 of 4
Name(s) shown on Form 2                                                      Decedent’s social security number  Estate’s / Trust’s FEIN

                                                Resident estates and trusts only.  Part-year and nonresident 
SCHEDULE A  – Additions and Subtractions {      estates and trusts must include Schedule NR.                                                  }
                                                                             COL. 1-Distributable Income                                      COL. 2
ADDITIONS:                                                                   (Report on Schedule 2K-1)                               Nondistributable Income
  1  Adjustment from Schedule B of Form 2   ..................... . . . . . . . . . . . . . . . . . . . . . . . 1                                            .00
  2  Interest (less related expenses) on state and municipal obligations  .  2                  .00                                                          .00
  3  Deduction for taxes from federal Form 1041   ..................  3                         .00                                                          .00
  4  Capital gain/loss adjustment (see instructions)   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4                         .00
  5  Other additions:
     COL. 1 – enter total and describe below   .....................   5a                       .00

     COL. 2 – enter amount from Part I, line 22, of Schedule 2M  . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b                                  .00
  6  Add lines 1 through 5 and enter on line 2 of Form 2  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   6                          .00
SUBTRACTIONS:
  7  Adjustment from Schedule B of Form 2   ..................... . . . . . . . . . . . . . . . . . . . . . . .   7                                          .00
  8  Interest (less related expenses) on obligations of the United States   .   8               .00                                                          .00
  9  Capital gain/loss adjustment (see instructions)   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   9                       .00
 10  Refunds of state and local taxes (see instructions)   ............. 10                     .00                                                          .00
 11  Other subtractions:
     COL. 1 – enter total and describe below   ..................... 11a                        .00

     COL. 2 – enter amount from Part II, line 36, of Schedule 2M  . . . . . . . . . . . . . . . . . . . . . . . . . . .  11b                                 .00

 12  Add lines 7 through 11 and enter on line 4 of Form 2  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  12                             .00
SCHEDULE B  –  Adjustments to Convert 2024 Federal Taxable Income to the 
             Amount Allowable for Wisconsin  (see instructions on page 13)
                                                                                              Adjustments for 2024
   NATURE OF ADJUSTMENT  –  Include a schedule to fully explain.                  COL. 1 – Distributable                           COL. 2 – Nondistributable
                                                                             (Enter on Schedule 2K-1)                                  (Enter on Schedule A*)
1  TOTAL from included schedule .............................     1                             .00                                                          .00
  * If a positive number, enter on line 1.
    If a negative number, enter on line 7 as a positive number.
Note:  The figures in COL. 1 and 2 must be used by part-year and nonresident estates and trusts to complete Part I of Schedule NR.

SCHEDULE C  –  Adjustments to Capital Gains/Losses Because Capital Assets Disposed of 
             Had Different Basis for Wisconsin and Federal Income Tax Purposes
1        Description of capital assets held ONE YEAR OR LESS                      A.  Federal   B.  Wisconsin
             and reason for difference in basis                              Adjusted Basis   Adjusted Basis                                  C.  Difference
  a                                                              1a                    .00                                             .00                   .00
  b                                                              1b                    .00                                             .00                   .00
2  TOTAL – Combine amounts in column C. Fill in here and on line 6 of Wisconsin Schedule 2WD  .......  2                                                     .00
3      Description of capital assets held MORE THAN ONE YEAR                      A.  Federal   B.  Wisconsin
             and reason for difference in basis                              Adjusted Basis   Adjusted Basis                                  C.  Difference
  a                                                              3a                    .00                                             .00                   .00
  b                                                              3b                    .00                                             .00                   .00
4  TOTAL – Combine amounts in column C. Fill in here and on line 15 of Wisconsin Schedule 2WD  .......                                 4                     .00

I-020ai