Get Wi Dor Schedule Cc 2018

Filing the Wisconsin Department of Revenue Schedule CC form online can streamline the process of requesting a closing certificate for estates and trusts. This guide will provide clear, step-by-step instructions to help you successfully navigate each section of the form.

Follow the steps to fill out the Schedule CC form online.

1. Click ‘Get Form’ button to access the Schedule CC form and open it in your chosen editor.
2. Begin by entering the decedent's last name, first name, middle initial, and social security number at the top of the form.
3. For estates, indicate whether a certificate is required by the court. Choose 'Yes' or 'No' based on your situation.
4. Next, indicate if the decedent had a will. If the answer is 'Yes,' ensure to attach a copy of the will.
5. Select the type of probate: formal, informal, or other, as applicable.
6. If the decedent did not file tax returns for the four years prior to death, provide the year and approximate income for each year.
7. Indicate if the decedent was contacted by the IRS or Wisconsin Department of Revenue in the last three years, and provide an explanation if 'Yes.'
8. Select 'Yes' or 'No' to indicate if the gross income of the estate is less than $600.
9. Indicate if a final Form 2 will be filed at a later date by choosing 'Yes' or 'No.'
10. Mark whether the decedent was a resident of Wisconsin at the time of death.
11. Indicate if the decedent owned an interest in any partnership, S corporation, LLC, or LLP.
12. Fill out the totals of each type of probate and nonprobate assets as specified in the form, ensuring to follow the 'NO COMMAS; NO CENTS' rule.
13. Complete the fiduciary fees paid or payable section.
14. In Part II, if applicable to trusts, provide the required information, including whether a certificate is needed by the court and details about the trust.
15. Sign the form to certify the accuracy of the information provided in accordance with legal requirements.
16. Finally, save your changes, download the completed form, and prepare for mailing it to the Wisconsin Department of Revenue or to share it as necessary.

Start completing the WI DoR Schedule CC online today to ensure accurate and timely submission.