wigen wi1 state of formation · final return (if different from federal) (1 = yes, 2 = no) (also...

Fax number (If different from partnership's fax number)

Capital account ‐ beginning of year

Other increases

Capital contributions (If different from federal)

Description of differences between Wisconsin and federal tax basis

Final return (If different from federal) (1 = Yes, 2 = No) (Also marks K-1's as final)

Property distributions

Other decreases

Return contact person (Must be an individual) (If different from tax matters partner)

State of formation (If different from federal mailing address)

Partnership required to file Schedule RT

Telephone number (If different from partnership's telephone number)

Date of formation (If different from federal)

Separate accounting method used

General footnote

Foreign country (If different from federal)

Enter if partners' capital account accounting method is Tax basis on federal Screen K1Misc

Suite number

View > Interim Closing Annualization

Return contact person email address

First return (If different from federal)

Date of formation (If different from federal)

Partnership is sole owner of limited liability company

Designee's nameDesignee's phone number

Designee's personal identification number

WIGen WI1

2014 PARTNERSHIP

Amended return (If different from federal) (1 = Yes, 2 = No) (Also marks K-1's as amended)

If amended, reason for change

Refund from original return (For Form 3, Part I)

Tax paid with original return (For Form 3, Part I)

WIAmend WI2

2014 PARTNERSHIP

Nondepreciable personal property used in trade or business:

Short‐term capital gain (loss)

If different from federal

Form 4684 long‐term gain

Form 4797 income (loss) (If specially allocated for federal 1065)

Total long‐term capital gain (loss)

Total net gain (loss) under section 1231

Form 4684 long‐term loss from trade/business propertyForm 4684 long‐term loss from income producing property

Ordinary dividendsInterest income

Section 1256 contracts (If specially allocated for federal 1065)

Depletion (If specially allocated for federal 1065)

Guaranteed payments ‐ nondeductible

Qualified small business stock (section 1202)

Taxes (If specially allocated for federal 1065)

Guaranteed payments ‐ deductible

Total business net long‐term capital gain (loss)

Cancellation of debt

Total business net short‐term capital gain (loss)

Total nonbusiness net long‐term capital gain (loss)

Total nonbusiness net short‐term capital gain (loss)

Other income (loss)

Mining exploration costs recaptureOther portfolio income (loss)

Other income (loss) items:

Portion of section 1231 gain attributable to sales of farm assets (Force)


Nonresident section 1231 (Force) (Schedule 3K-1, line 10a column e, WI source amount)

WIK WI3

2014 PARTNERSHIP

Gain/loss reported separately on Form 3, line 20c

Section 179 included in gain/loss

Tax‐exempt interest income

Investment income (Force)

Investment expense included in portfolio deductions (If different from federal)

Other tax‐exempt income

Nondeductible expensesNondeductible meals and entertainment (If specially allocated for federal 1065)

Calculated Amount

Depreciation adj on property placed in service after 1986 (Excludes specially allocated amounts)

Adjusted gain or loss

Depletion (other than oil and gas) (If different from federal)

Gross income from oil, gas, and geothermal properties (If different from federal)

Nondeductible taxes (If specially allocated for federal 1065)

Nondeductible conservation expenses (If specially allocated for federal 1065)

Cash distributions (If different from federal)

Deductions allocable to oil, gas, and geothermal properties (If different from federal)

Other adjustments and tax preference items

Property distributions (If different from federal)

Gross income (Force) (Form 3 and Schedule 3K-1, line 23)

Gross income (Force) (Schedule 3K-1, line 23, column e for nonresidents)

Force

Related entity expense addback

Related entity expense allowable

See the Asset tab for data entry


Gross income from all sources

WIK‐3 WI4

2014 PARTNERSHIP

Description Amount Allocate? Cdn*Specially

* Print Condition: Enter one of the following codes in the fields in this column:

4 = Form 3 only and include amount in line 22, Wisconsin income

3 = Form 3 and Schedule 3K‐1 only

1 = Form 3 only

2 = Schedule 3K-1 only

5 = Form 3 and Schedule 3K-1 and include amount in line 22, Wisconsin income

Prt


WIKSup WI5

2014 PARTNERSHIP

Tax paid to other states

Schedule MI ‐ Manufacturing investment credit


Schedule RB ‐ Relocated business credit or deduction

Schedule MA‐M ‐ Manufacturing credit

Schedule MA‐A ‐ Agricultural credit

WICredit WI6

2014 PARTNERSHIP

Unit

Description

Principal product

Accounting method ( 1 = Cash, 2 = Accrual)

Crop insurance proceeds deferred from prior year

Beginning inventory

Sales of livestock and other items

Ending inventory

Agricultural activity code

Was there material participation in the operation of this business this year? (1 = Yes, 2 = No)

State


If yes, were or will all required Form(s) 1099 be filed? (1 = Yes, 2 = No)

Were payments made that would require Form(s) 1099 to be filed? (1 = Yes, 2 = No)

Cost or other basis of livestock or other resale items (Cash method)

Sales of products you raised (Cash method)

TotalCooperative distributions

Total TaxableAgricultural program payments

Taxable

Elect to include CCC loans in income (Section 77(a))

CCC loans reported under election

Election to defer crop insurance proceeds to next year (Section 451(d))

Custom hire (machine work) income

Other income (Include gas or fuel tax credit or refund)

Cost of livestock, produce, grains, and other products purchased (Accrual method)

Total

Total

Taxable

TaxableCCC loans forfeited

Crop insurance proceeds received in current year

WIF WI7

2014 PARTNERSHIP

Include net income (loss) in calculation for section 179 business income

Income from production of livestock, produce, grains, and other cropsCooperative distributions ‐ total

Cooperative distributions ‐ taxable

CCC loans forfeited ‐ taxable

Crop insurance proceeds received in current year ‐ total

Crop insurance proceeds received in current year ‐ taxable

Election to defer crop insurance proceeds to next year

Description

Was there active participation in the operation of this farm this year? (1 = Yes, 2 = No)

Crop insurance proceeds deferred from prior yearOther income (Include gas or fuel tax credit or refund)

Unit

Agricultural program payments ‐ total

Agricultural program payments ‐ taxable

CCC loans reported under electionCCC loans forfeited ‐ total

Sale of property


Foreign country

Postal code

Province or state

City, state, zip code

Address

WIFR WI8

2014 PARTNERSHIP

Meals (100% subject to Department of Transportation 80% limit)

Guaranteed payments

UnitProperty description

Depreciation (Force)

Other

Amortization (Force)

Meals and entertainment (100% subject to 50% limit)

Repairs

Taxes

UtilitiesWages and salaries

Type of activity (1 = Rental real estate, 2 = Other rental, 3 = Royalty)

Include net income (loss) in calculation for section 179 business income (Rental real estate activities only)

Gross rents

Advertising

Gross royalties

CommissionsInsurance

Legal and professional

Interest

Auto and travel

Sale of property (Rentals only)

Cleaning and maintenance

Other


Address


Province or state

Postal code

Foreign country

Other (specify)

Type of property (1 = Single family , 2 = Multi-family , 3 = Vacation / short-term rent, 4 = Commercial, 5 = Land, 6 = Royalties, 7 = Self-rental)

Number of days rented at fair rental value (If not for the full tax year)

Number of personal use days

Personal use percentage, if personal use test met (Force) (xxx.xxxx) (Expenses only)

Lease inclusion (Force)

WIRent WI9

2014 PARTNERSHIP

Soil, water, and land clearing expenses

Applicable percentage (If not 100%) (xxx.xx)

Intangible drilling and development costs

Was the property sold a marketable security? (1 = Yes, 2 = No)

Date of second sale

Special condition if applicable (1 = Sale or exchange, 2 = Involuntary conv, 3 = Death of seller, 4 = No tax avoidance)

Explanation if no tax avoidance purpose

Form

Unit

Description

Treatment (A code should be manually entered for all assets not in the asset module)

Section 1250 property

Gross proceeds reported on Form 1099‐S or 1099‐B (Form 4797, line 1)

Depreciation allowed or allowable

Disposition due to casualty or theft (Part III assets only; used to determine gains to carry to Form 4684, Section B, line 33)

State

Date acquired

Applicable payments excluded from income under section 126

Mortgage and other debts the buyer assumed

Current year payments received

26(d)

1252 27(a)

27(b)

Postponed gain due to casualty or theft

Additional depreciation after 1975

Applicable percentage (If not 100%) (xxx.xx)

Additional depreciation after 1969

1254 28(a)

1255 29(a)

Related party name

Address

City, state, zip codeIdentifying number

1250 26(a)

26(b)

Selling price of property sold by related party

Sale to related party

Date sold

Gross sales price or insurance proceeds received

Cost or other basis

Commissions and other expenses of sale

Does not qualify for installment sale treatment

State does not conform to section 179 QRP treatment

WISale WI10

2014 PARTNERSHIP

Description replacement property C

Description replacement property BDescription replacement property A

Unit

Form

DCBA

Description property B

Description property A

State

Occurrence description

Fair market value after lossFair market value before loss

Total net reimbursement

Cost or basis

Cost of replacement propertyDate acquired

Property acquired from related party

Description replacement property D

Asset number

Holding period (1 = Short-term, 2 = Long-term)

Postpone entire gain

Date acquired

Property type (1 = Business, 2 = Income producing)

Description property D

Description property C

Gain reported on Form 4797, Part III

Date of casualty or theft

Casualty or theft number

Accumulated depreciation

Property description is required for Form 4684, Section B, Part I, and calculation of the applicable column

WI4684 WI11

2014 PARTNERSHIP

Date the like‐kind property received was identifiedDate like‐kind property received from other party

Fair market value of other property given upAdjusted basis of other property given up

Cash received

Form

Unit

Property given up

Property received

Fair market value of like‐kind property received

Liability assumed

Cash paid

Adjusted basis of like‐kind property given up

Relationship

During this tax year, did related party sell or dispose of the property received? (1 = Yes, 2 = No)

During this tax year, was the like‐kind property sold or disposed? (1 = Yes, 2 = No)

AddressCity, state, zip code

Identifying number

Special condition if applicable (1 = Death of either party, 2 = Involuntary conversion, 3 = No tax avoidance)


State


Date like‐kind property given up was acquired

Date property transferred to other party

Liability given up

Exchange expensesTotal potential ordinary income under recapture rules

Name of related party

Do not complete Form 6252 for installment obligation received on exchange

Fair market value of non section 1245 like‐kind property received

Installment obligation received in like‐kind exchange

Fair market value of other (not like‐kind) property received


WI8824 WI12

2014 PARTNERSHIP

Section 179 personal property expense

Business activity Form

Unit

Depreciation expenseAmortization expense

Start‐up expenses

Organization costs

Section 179 qualified real property expense

WIDepr WI13

2014 PARTNERSHIP

Ordinary income (loss)

Ordinary income (loss) (Schedule 3K-1, line 1, column e for nonresidents)

Adjustments to ordinary income (loss) (Other than depreciation,amortization,guaranteed pmts,credits,& taxes)

Tax adjustment applicable to ordinary income (loss)


Insurance premiums

Receipts from lending moneyTraffic units

Revenue ton miles of carriage

Ton miles of carriage

Gross receipts from carriage

Originating revenueRevenue tons

Aircraft arrivals and departures of personal and property

Gross receipts from investment companies

Property factor

Payroll factor

Sales factor

Wisconsin Amounts Total Amounts

Sales (Force)

Payroll (Force)

Property (Force)

TotalWisconsin

WIAdj WI14

2014 PARTNERSHIP

Gross income sourced at partner level

Paid

Accrued

Extraterritorial income exclusion

Other foreign transactions

Reduction in taxes available for credit

Foreign trading gross receipts

Other

Deductions allocated and apportioned at partnership level

Total foreign taxes:

Deductions allocated and apportioned at partner level:

Interest expense

Foreign country or US possession


Category of income (1 = Passive, 2 = General, 3 = Section 901(j), 4 = Re-sourced by treaty)

Unrecaptured section 1250 gain

Net section 1231 gain (loss)

Collectibles (28%) gain (loss)

Long‐term capital gain (loss)

Other

Short‐term capital gain (loss)

Qualified dividends

Foreign gross income sourced at partnership level:

WIKFrgn WI15

2014 PARTNERSHIP

Section 179 recomputed depreciation

Maximum dollar limit (Force)

Carryover from prior year

Section 280F depreciation allowable in prior years

Recapture of section 179 expense deduction

Total cost of section 179 property placed in service this year (Force)

Section 280F recomputed depreciation

Business income limitation (Force)


Section 179 expense deduction allowable in prior years

Total adjustments for pre‐2014 depreciation and section 179 ForceCalculated Amount

Total AMT adj for pre‐2014 depreciation and section 179Current year adjustments for pre‐2014 depreciation and section 179

Current year AMT adj for pre‐2104 depreciation and section 179

WIOthAst WI16

2014 PARTNERSHIP

Form

Unit

Depreciation allowed or allowableCommissions and other expenses of sale

Income recapture from Form 4797

Description

Treatment

State

Date acquired

Date sold


Mortgage and other debts the buyer assumed

Cost or other basis

Prior year gross profit percentage (Force) (xxx.xxxx)

Current year payments received

Prior year payments received

Related party name


Identifying number

Balance of unrecaptured section 1250 gain to be taxed

Total ordinary income to recapture (Section 1252, 1254, or 1255 property only)

Ordinary income previously recaptured

Explanation if no tax avoidance purposeSelling price of property sold by related party


Date of second sale

Special condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance)


WIInstPY WI17

2014 PARTNERSHIP

redemption of lottery prizes if winning tickets were bought in WI

Income allocable from businesses using separate accounting

Income realized from the sale of or purchase and subsequent sale or

Profits (losses) from disposal of nonbusiness real and tangible property

Total CompanyWisconsin

Expenses related to income from rent and royalties aboveRents and royalties from nonbusiness real and tangible property

WIAlloc WI18

2014 PARTNERSHIP

Capital gain distributions

Qualified small business stock (section 1202) distributions

Short‐term capital gains/ losses from Form 6781, Part II

Long‐term capital gains/losses from Form 6781, Part II

Detail schedule

If different from federal amounts

Undistributed long‐term capital gains from Form 2439

WID WI19

2014 PARTNERSHIP

Years or Periods


Attorney‐in‐fact

Other

Representative address


Customer identification number

Individual income tax

Withholding tax

Representative name #3


Telephone number

Telephone number

Send notices and other written communication to: (1 = Taxpayer, 2 = Attorney in Fact, 3 = Both)


Title of person signing

Type of tax: (Mandatory)

Corp franchise/income tax

If more than one rep is listed, indicate who should receive the notices (1 = 1st Rep, 2 = 2nd Rep, 3 = 3rd Rep)

Telephone number

Sales/use tax




Prior filed power of attorney revoked, except the following:

All delinquent tax matters

Taxpayer

Excise tax

Limit POA to field/office audit matters

Limit POA to appeal of notice dated

Limit POA to other

WIPOA WI20

2014 PARTNERSHIP

Account is located outside of the United States (If marked, electronic payments will be suppressed)

Type of account (1 = Checking, 2 = Savings)

Name of financial institution

Account number

Routing transit number

Suppress direct deposit of refund: (Electronic filing only)

Partnership return

Composite return

Withholding return

Bank account holder type (1 = Business, 2 = Personal)

Bank account holder name (If different from partnership name)

WIBank WI21

2014 PARTNERSHIP

Commercial revitalization deduction from rental real estate activitiesPenalty on early withdrawal of savings

Other deductions

Health insurance considered guaranteed payments to partners

Other pensions and IRAs

Reforestation expense deduction

Section 179 expense (Force)Section 179 expense

Form 4684 short‐term loss from income producing property

Noncash contributions (30%)

Capital gain property to a 50% organization (30%)

Contributions:

Cash contributions (50%)

Capital gain property (20%)

Deductions related to portfolio income:

Deductions ‐ royalty income

Guaranteed payments related to portfolio deductions (subject to 2% floor)

Subject to 2% floor

Other

Investment interest expense

Section 59(e)(2) expenditures (Force)

Type of expenditures (Force)Other deduction items:

Cash contributions (30%)


Dependent care benefits

Preproductive period expenses

Other health insurance

Educational assistance benefits

Start‐up expenses (subject to 2% floor)

Organization costs (subject to 2% floor)


Pensions and IRAs considered guaranteed payments to partners



WIK‐2 WI24

2014 PARTNERSHIP

Ending date

Beginning dateFiscal year:


Total payments received

Amount of payments for work performed

Date contract signed

Name of entity for which work was provided

Address

NameInformation for entity providing the community rehabilitation program:

Amount paid to additional community rehabilitation programs

Amount paid to a community rehabilitation program

Total community rehabilitation credit from non‐pass through portion

Suite

WICM WI26

2014 PARTNERSHIP

Asset Module

Amount expended to acquire or repair real propertyPurchase price of tangible personal property

Job creation or retention credit

Environmental remediation credit

Development zone credit from non‐pass through sources

Development opportunity zone capital investment credit from non‐pass through sources

WIDC WI27

2014 PARTNERSHIP

Description property D

Description property C

Description property B

Description property A

A

Cost or basis

Date acquired

Holding period (1 = Short-term, 2 = Long-term)


Enter replacement property acquired within specified replacement period

Description replacement property A

Description replacement property B

Description replacement property C

Date of casualty or theft

State

Occurrence description

B C D

Property description is required for Form 4684, line 19, and calculation of the applicable column

Description replacement property D

Date acquired

Cost of replacement property

Total net reimbursement

Accumulated depreciation

Delete on next year's proforma

Unit

Form

Fair market value after loss

Fair market value before loss

Postponed gain

Adjusted basis

WI4684PY WI28

2014 PARTNERSHIP

Payments from Form WT‐11

Extended due date (For filing instructions and penalty and interest calculations)

Withholding from Form W‐2G

WIPmt WI29

2014 PARTNERSHIP

Other expenses

Veterinary, breeding, and medicine

UtilitiesTaxes

Supplies

Storage and warehousing

Seeds and plants

Repairs and maintenance

Depreciation expense (Force)

Custom hire (machine work)

Conservation expenses

Chemicals

Rent or lease ‐ other (land, animals, etc)

Rent or lease ‐ vehicles, machinery, and equipment

Pension and profit‐sharing plans

Labor hired (Enter gross wages less employment credits)

Freight and trucking

Fertilizer and lime

FeedEmployee benefits other than pension and profit‐sharing

Interest ‐ otherInterest ‐ mortgage (paid to banks, etc)

Insurance (other than health insurance)

Gasoline, fuel and oil





Guaranteed payments

Car and truck expense

StateDescriptionUnit


WIF2 WI30

2014 PARTNERSHIP


Insurance (other than health insurance)

Other expenses

Gasoline, fuel and oil

Taxes

Feed

Supplies

Employee benefits other than pension and profit‐sharing

Guaranteed payments

Pension and profit sharing plans


Labor hired (Enter gross wages less employment credits)


Interest ‐ other


Interest ‐ mortgage (paid to banks, etc)

Veterinary, breeding, and medicine

Freight and trucking

Utilities

Fertilizer and lime

Storage and warehousing

Depreciation expense (Force)

Seeds and plants

Custom hire (machine work)

DescriptionUnit

Rent or lease ‐ vehicles, machinery, and equipment

Car and truck expenses

State

Repairs and maintenance

Conservation expenses

Rent or lease ‐ other (land, animals, etc)

Chemicals


WIFR2 WI31

2014 PARTNERSHIP

Form 4684 long‐term loss from income producing propertyForm 4684 long‐term gain

Section 1256 contracts and straddles

Use the WIK1 P/T screen series to enter data only for K‐1s received from other partnerships, estates or trusts.

EIN

Name of passthrough entity

Type of entity (1 = Partnership, 2 = Trust, 3 = Farm partnership)

11

11

Unit

Interest

Ordinary dividends

Royalties

Ordinary income (loss) from trade or business activities1

1

6 2

Net income (loss) from rental real estate activities

Net income (loss) from other rental activities

Guaranteed payments to partner

2

3

5

6

7

8

Mining exploration costs recapture

Cancellation of debt

Other income (loss)

Other income (loss) items:

Other portfolio income (loss)

Form 4684 long‐term loss from trade/business property

Net short‐term capital gain (loss)

Net long‐term capital gain (loss)Net section 1231 gain (loss) (Other than casualty and theft)

11

11

11

5

9 4a

10a

11

11

11

7

8 3

Include net income (loss) from rental real estate in section 179 business income

Ordinary income (loss) from publicly traded partnership

Section 1202 gain ‐ 60% exclusion


4

Portion of section 1231 gain attributable to sales of farm assets10b 4b


1065 1041Line Item



WIK1 WI32

2014 PARTNERSHIP

UnitName of entity

Section 179 personal property expense deduction

Line Item1041

13

13

13

9

Form 4684 short‐term loss from income producing property

9

1065

Penalty on early withdrawal of savings

Pensions and IRAs

Other deductions

Capital gain property (20%)

Deductions related to portfolio income:

Deductions ‐ portfolio (2%)

Other deductions items:

Amounts paid for medical insuranceEducational assistance benefits

Reforestation expense deduction

Contributions:

Cash contributions (50%)Cash contributions (30%)

13

13

12

13

13

13

13

13

13

Section 59(e) expenditures:

TypeAmount

Deductions ‐ portfolio (other)

Investment interest expense on investment debts

Deductions ‐ royalty income

9

Dependent care benefitsPreproductive period expenses

Commercial revitalization deduction from rental real estate activities


Noncash contributions (30%)Capital gain property to a 50% organization (30%)

Contributions (100%)

13 9


12 9 Section 179 qualified real property expense deduction

WIK1‐2 WI33

2014 PARTNERSHIP

15

Schedule VC ‐ Early stage seed investment credit

Schedule VC ‐ Angel investment credit

15

15e

Tax paid to other states

Schedule HR ‐ Supplement to federal historic rehabilitation tax credit

15

Schedule DC ‐ Development zone capital investment credit

Schedule TC ‐ Technology zone credit

15

UnitName of entity

15

15

Wisconsin tax withheld

15

Schedule DC ‐ Development zones credit

15

15

15

Schedule EC ‐ Enterprise zone jobs credit

15d

15

15

Schedule HI ‐ Health insurance risk‐sharing plan assessments credit

Schedule MI ‐ Manufacturing investment credit

15

15

15b

Schedule ED ‐ Economic development tax credit

15

15

15

15

15t


Schedule WB ‐ Woody biomass harvesting and processing credit

Schedule JT ‐ Jobs tax credit15

15

Schedule JC ‐ Job creation deduction

Schedule CM ‐ Community rehabilitation program credit

Schedule RB ‐ Relocated business credit or deduction

15

15

15

1065 1041Line Item

15 Schedule MA‐M ‐ Manufacturing credit

15

15

Schedule R ‐ Research expense credit

Schedule R‐1 ‐ Research expense credit

Schedule R‐2 ‐ Research expense credit15

15 Schedule MA‐A ‐ Agricultural credit

WIK1‐3 WI34

2014 PARTNERSHIP

12

12

12

12

Depletion (other than oil and gas)

Gross income from oil, gas and geothermal properties

Deductions allocable to oil, gas and geothermal propertiesOther adjustments and tax preference items

Investment expenses

Gross income (Force)

Tax‐exempt interest income

Other tax‐exempt incomeNondeductible expenses

Investment income (Automatically computed)

12

13 Other information (Enter on Screen KSup)

17 12

18a

18b

18c

20

20

20

UnitName of entity

Depreciation adjustment post 1986

Adjusted gain or loss

21a 14a

Related entity expense allowable

Related entity expense addback

14b21b

17

17

17

17

17


Gross income from all sources

23

1065 1041Line Item

WIK1‐4 WI35

2014 PARTNERSHIP

Paid

Accrued

Reduction in taxes available for credit

Foreign trading gross receipts

Extraterritorial income exclusion

Other foreign transactions

16

16

16

16

Total foreign taxes:

Deductions allocated and apportioned at partner level:

Interest expense

Other

Deductions allocated and apportioned at partnership level

16

16

Gross income sourced at partner level

16

16

Unit

16Name of country or US possession


16Category of income (1 = Passive, 2 = General, 3 = Section 901(j), 4 = Re-sourced by treaty)

1065 1041Line Item

Unrecaptured section 1250 gain

Net section 1231 gain (loss)

Collectibles (28%) gain (loss)

Long‐term capital gain (loss)

Other

Short‐term capital gain (loss)Qualified dividends

Foreign gross income sourced at partnership level:

WIK1Frgn WI36

2014 PARTNERSHIP

Related party name

Address


Identifying number


Sale is a prior year installment sale

Mortgage and other debts the buyer assumedCurrent year payments received


Treatment (A code should be manually entered for all assets not in the depreciation module)

Date of second saleSpecial condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance)



Disposition due to casualty or theft (Part III assets only: used to determine gains to carry to Form 4684, Section B, line 39)

Cost or other basis


Depreciation allowed or allowable excluding section 179Section 179 expense deduction

Form

State

Date acquired

Description



Date sold


Casualty occurrence description


Unit






WIK1Sale WI37

2014 PARTNERSHIP

Enterprise zone jobs credit

Enterprise zone jobs credit from non‐pass through portion

WIEC WI38

2014 PARTNERSHIP

Economic development tax credit

Economic development tax credit from non‐pass through portion

Transferred amount from other taxpayers

Person eligible to claim the tax credit:

NameAddress


Recipient of transferred tax credit:

Name


Transferred amount to other taxpayers

WIED WI39

2014 PARTNERSHIP

Health insurance risk‐sharing plan assessments credit

Health insurance risk‐sharing plan assessments credit from non‐pass through portion

WIHI WI40

2014 PARTNERSHIP

Qualified rehabilitation expenditures for the current year

Qualifying expenditures incurred on the project to date

Adjusted basis in the building on the first day of the rehabilitation period

Election period (1 = Credit claimed when rehabilitation work was completed, 2 = Credit claimed when the expenditures are paid)

Supplement historic rehabilitation tax credit from non‐pass through portion

Transferred amount to other taxpayers


Address

Name

Recipient of transferred tax credit:


Address

Name

Person eligible to claim the tax credit:

Transferred amount from other taxpayers

WIHR WI41

2014 PARTNERSHIP

Gross receipts from the business greater than 5,000,000Number of full‐time employees employed in 2013

Number of full‐time employees employed in 2014

Job creation deduction credit from non‐pass through portion

WIJC WI42

2014 PARTNERSHIP

Suppress partnership return electronic file when filing electronically

Suppress composite return electronic file when filing electronically

Suppress withholding return electronic file when filing electronically

Signature date for Form 3 (If different from federal)

Signature date for Form 1CNP (If different from federal)

Signature date for Form PW‐1 (If different from federal)

Electronic funds withdrawal for balance due on Form CNP:

Amount of return payment (Force) (If different from balance due on return)

Requested payment date (Mandatory if using the electronic funds withdrawal method)

Electronic funds withdrawal for balance due on Form PW1:

Amount of return payment (Force) (If different from balance due on return)

Requested payment date (Mandatory if using the electronic funds withdrawal method)

Electronic funds withdrawal requested payment date for Form PW‐ES (Mandatory to create estimate electronic files)

4th payment

3rd payment

2nd payment

1st payment

Steps taken to assure future e‐filing

Steps taken to e‐file return

Reason for undue hardship for e‐filing return

Suppress all returns ‐ request e‐file waiver

Request electronic funds transfer waiver for all returns

WIELF WI43

2014 PARTNERSHIP

Taxable income (Force)

General footnote


Final return (If different from state) (1 = Yes, 2 = No)

WIPW1 WI44

2014 PARTNERSHIP

Explanation if amount of estimates is less than amount of tax

See View/Partner Information for additional data entry

Wisconsin credits or credit carryforwards from other sources

Wisconsin source losses from other sources

Wisconsin estimated tax payments paid or carried forward


Wisconsin source operating loss carryforward

Wisconsin suspended source loss carryforward

WIPW2 WI45

2014 PARTNERSHIP

Amount paid with extension

Treat calculated amounts as amounts paid

Specific payments if unequal or not timely:

1st payment

2nd payment3rd payment

4th payment

5th payment

Late interest

Extended due date (For filing instructions and penalty and interest calculations)

Date Amount Paid Calculated Amount

Prior year overpayment

Total, or:

Date return filed (If different from return due date)

Prior year withholding (If proceeding taxable year return covered 12 months)

Wisconsin net income:

First 3 months

First 5 months

First 8 months

12 months

Suppress penalties on Form PW‐1:

Underpayment of estimates

Fixed amount adjustment

Failure to file

Individuals, Estates, and Trusts Partnerships and Corporations

Annualized Income Worksheet Total from Total from

Balance due on extension (Force)

Tax withheld by WT‐11 filers

WIPWPmt WI46

2014 PARTNERSHIP

9 = Use amounts entered below

7 = Apply 100% of overpayment to next year's estimates; no refund

1 = Use current liability; if less than $500 use zero

2 = Use current year liability adjusted by the amount below

4 = Print vouchers with amount fields blank

8 = Apply amount specified below

5 = Use amounts entered below, before overpayment

4 = Four vouchers A = First voucher

3 = Last three vouchers B = Second voucher

2 = Apply 100% of overpayment to next year's estimates; refund excess

3 = Apply to first estimate; refund excess

4 = Apply equally to each estimate; refund excess

5 = Apply amount specified below to estimates until exhausted; refund excess

6 = Apply to first and second estimates; refund excess

2 = Last two vouchers C = Third voucher

1 = Last voucher

Application of overpayment

Amount for code #5 or #8

1 = Refund 100% of overpayment

Form PW‐ES ‐ declaration for next year

Amount for code #2

1st payment

2nd payment

3rd payment4th payment

Number of vouchers desired

Amount to round up each voucher

3 = Use current year liability even if less than $500

Estimates PaidAmts for Codes 5 and 9

WIPWEst WI47

2014 PARTNERSHIP

Refund from original return (For Form 3, Part I)

Amended return (If different from state) (1 = Yes, 2 = No) (Also marks K-1's as amended)Amended return (If different from state) (1 = Yes, 2 = No) (Also marks K-1's as amended)

Amount paid with original return

PWAmend WI49

2014 PARTNERSHIP

Wage tax benefits

Costs incurred to undertake training activitiesJobs tax credit from non‐pass through portions

WIJT WI50

2014 PARTNERSHIP

Casualty or theft number

Initial investment

Subsequent investments

Income reported in prior years

Withdrawals for all years

Actual recovery

Potential insurance or SIPC recovery

Does the taxpayer intend to pursue third‐party recovery? (1 = Yes, 2 = No)

Name of responsible individual or entity

Address


Taxpayer identification number

Tax years and dates filed for returns that do not satisfy the conditions of Revenue Procedure 2009‐20

Force holding period (1 = Short-term, 2 = Long‐term)

Description

WIPonzi WI51

2014 PARTNERSHIP

Credit for wages paid for jobs created in a technology zoneCredit for capital investments made in a technology zone

Credit for real and personal property taxes paid

Technology zone credit from non pass‐through sources

WITC WI52

2014 PARTNERSHIP

Transfer of investment creditPortion of credit specially allocated to partnership (Force)

Early stage seed investment credit

Angel investment credit

Angel investment credit from non‐pass through sources

Early state seed investment credit from non‐pass through sources

WIVC WI53

2014 PARTNERSHIP

Prior year credit computed

Woody biomass harvesting and processing credit

Total woody biomass harvesting and processing credit

WIWB WI54

2014 PARTNERSHIP

2010 2011

Wages that qualify for the Wisconsin dev zones cr

Qualifying exp used in federal orphan drug cr

19881987

198619851984

Contract research expenses

Research computer rental expenses

Research supplies expenseResearch wage expenses

Total gross receiptsOut‐of‐state receipts

Qualifying expenses used in federal orphan drug credit

Out‐of‐state receipts

Total gross receipts

Research wage expenses

Research supplies expense



Qualifying exp used in federal orphan drug crWages that qualify for the Wisconsin dev zones cr

One time change in election

Method for claiming credit (1 = Regular credit, 2 = Alternative incremental credit)

20132012

Out‐of‐state receipts

Total gross receipts

Wages that qualify for the Wisconsin development zones credit

Contract research expense

Research computer rental expense


Research wage expense

Annual gross receipts:

Credit for research expenses from non‐pass through sources

WIR WI55

2014 PARTNERSHIP









2012






Research supplies expenseResearch wage expenses


Out‐of‐state receiptsTotal gross receipts


Research supplies expenseResearch computer rental expenses


1984 1985 1986

1987 1988


20112010 2013

WIR1 WI56

2014 PARTNERSHIP

20132010 2011


19881987

198619851984






Research wage expensesResearch supplies expense






2012










WIR2 WI57

2014 PARTNERSHIP

State

Disposition due to casualty or theft (Part III assets only: used to determine gains to carry to Form 4684, Section B, line 39)

Description

Date acquired


Date sold


Cost or other basis


Depreciation allowed or allowable excluding section 179

Form

Unit

Date of second saleSpecial condition if applicable (1 = Sale or exchange, 2 = Involuntary conversion, 3 = Death of seller, 4 = No tax avoidance)





Section 179 expense deduction

Sale is a prior year installment sale

Mortgage and other debts the buyer assumedCurrent year payments received


Related party name

Address


Identifying number



Casualty occurrence description






WISalePT WI58

2014 PARTNERSHIP

Fair market value of other (not like‐kind) property received

Installment obligation received in like‐kind exchange

Section 179 expense deduction passed through

Depreciation allowed or allowable excluding section 179

Cost or other basis

Property received


Date like‐kind property given up was acquired

Date property transferred to other party

Date like‐kind property received was identified

Date like‐kind property received from other party

Fair market value of other property given up

Adjusted basis of other property given upCash received

Fair market value of like‐kind property received

Liability assumedCash paid

Like‐kind property given up:

Liability given up

Exchange expenses

Name of related partyAddress of related party


Identification number

Relationship

During this tax year, did related party sell or dispose of property received? (1 = Yes, 2 = No)

During this tax year, was the like‐kind property received sold or disposed of? (1 = Yes, 2 = No)

Special condition if applicable (1 = Death of either party, 2 = Involuntary conversion, 3 = No tax avoidance)


Fair market value of non section 1245 like‐kind property received

Property given up Form

Unit

State



WI8824PT WI59

2014 PARTNERSHIP

wigen wi1 state of formation · final return (if different from federal) (1 = yes, 2 = no) (also...

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