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Fillable Printable 2015 I-041 Wisconsin Form W-Ra, Required Attachments For Electronic Filing (Fillable)

Fillable Printable 2015 I-041 Wisconsin Form W-Ra, Required Attachments For Electronic Filing (Fillable)

2015 I-041 Wisconsin Form W-Ra, Required Attachments For Electronic Filing (Fillable)

2015 I-041 Wisconsin Form W-Ra, Required Attachments For Electronic Filing (Fillable)

Required
Attachments for
Electroni c Filing
PAPER CLIP required attachments here
FORM
W-RA
2015
Wisconsin
Department of Revenue
Homestead credit (Schedule H or H-EZ) – Attach required documents (W-2s, W-2Gs, 1099-Rs, 1098-Ts, original rent
ce rt i ficate(s), tax bill (s), leg a l do cument s , an d statement s).
Tax pa id to anoth er state (Sch edule OS) – Att ach a c opy of your inc ome t ax r eturn f rom th e other st ate and wit hhold ing
statem e nt s o r a copy of your Schedul e 3K-1 o r 5K-1 if credit b as e d o n t ax pai d by a pas s-t h r ou g h ent i ty.
Request for closing certificate for fiduciaries (Schedule CC) Estates Attach a copy of the decedent’s will and the
probate inventory. Trusts Attach a copy of the trust instrument and three years of accountings. (Submit attachments
and For m W -RA only if S chedu le C C wa s el e ctro ni cally fil e d.)
Amended return filed on Form 1 , 1A, 1NPR, WI-Z or X-NOL – Attach forms, documents and/or schedules that support the
item(s) changed, as needed.
Angel investment credit (Schedule VC) – Attach a copy of the new business venture certif ication form provided by the
WEDC a n d t he ta x c r e di t verific at i o n f o rm iss ue d by th e W E D C o r a copy of your Schedul e 3K-1 o r 2 K-1.
Community rehabilitation program credit (Schedule CM) – Attach signed Part II of Schedule CM or a copy of your
Sch e du le 5K-1, 3K-1, or 2K-1.
Development zones credit (Schedule DC) – Attach a copy of your certification to claim tax benefits and the verification of
expenses fro m WEDC. Also attach a state ment from WEDC verifyi ng the am o u nt of credit for environment al remed i ation
and jo b creati o n o r r etent i o n. I f c r e di t i s f r o m a pa s s-t h r ou g h ent i ty, attach S c h e du l e 5 K-1, 3K-1, or 2K-1 instead.
Ear ly stage se ed invest ment credit (Sc hedule VC) – Att ach a co py of the c er tif icatio n issued by WED C to the busine ss
and to th e fund m anage r and a st atement f rom th e fund m anage r co ntaini ng (1) name and addr ess of t he fun d manag er
and (2) for eac h invest ment, the date, tot al amount of investm ent, amount i nvested in a qu alif ied new busin ess venture,
and amo u nt of t ax cr e di t o r a copy of your Sc h e du l e 5 K-1, 3K-1, or 2K-1.
Economic development credit (Schedule ED) – Attach a copy of your certification and the notice of eligibility to receive tax
benefit s f r o m t h e W E D C o r a copy of your Sc h e du l e 5 K-1, 3K-1, or 2K-1.
Eligible veterans and surviving spouses property tax credit – Attach real estate tax bill(s) for all taxes paid in 2015,
pro of of payment , your W isc ons in De part ment of Veterans Aff air s ce r t if ic at ion, i f requi red, an d any other d oc ument ati on
reque s ted i n t h e in st ruc t i o ns.
Enterprise zone jobs credit (Schedule EC) – Attach a copy of your certification to claim tax benefits and the verification of
your expens e s f r o m WEDC or a copy of your S c h e du le 5K-1, 3K-1, or 2K-1.
Farmland preservation credit (Schedule FC or FC-A) – See the instructions for the schedule you are filing for the required
attachments.
Histo ric reh ab i li t at i o n credi t (Sch e dul e HR) – See Sch e dul e HR for t h e re qu ir e d att ac h m ent s .
Job s tax c redit – At tac h a co py of your c er tif ic atio n to claim t ax be nefit s issue d by WEDC and t he notic e of eligi bilit y to
rec e i ve t ax ben efit s t hat r e p o rts the am o unt of tax b e n efit f r o m W ED C o r a copy of your S c h e dul e 5K-1, 3K-1, or 2K-1.
Check the applicable box(es) to identify the attachments.
I -041i (R. 10-15)
Refer to instr u c ti o ns on back.
Attachments – S ubmit t h i s fo rm only if you electronically filed your return or homestead credit claim.
Do NOT sub mit this form if you ar e fili ng a p a per re t u rn or ho m e s t e a d c r e d i t c l ai m .
Your legal last name Legal rst name M.I. Your social security number
If joint return, spouse’s legal last name Spouse’s legal rst name M.I. Spouse’s social security number
Address (number and street) Apt. no. Daytime phone number
City or post ofce State Zip code Email address
Taxpayer Infor m at ion
(
Use BLACK Ink O n l y
)
Legal name of estate, trust, partnership, or corporation FEIN
Tab to navigate within form. Use mouse to check
applicable boxes, press spacebar or press Enter.
Save
Print
Clear
Manu f ac t uring an d a gric u ltu re credi t (Sch e du le MA-M or M A-A) – Att a c h a copy of your S c h e du le 5K-1, 3K-1, or 2K-1.
Manufacturing investment credit (Schedule MI) – Attach a copy of the certification from the DOC or a copy of your Sched-
ule 5 K-1, 3K-1, or 2K-1.
Model Form for legislators who make the sec. 162(h) election – If using electronic filing software that does not submit the
SPL-01 Model Form as part o f t he e l e ctro ni c r eturn, at tach a copy of th e 2015 Model Form.
Tech n ology zone cr e d it (Sc h edule TC) – At tach a copy of your certif i cati on for t ax ben efits issu ed by WEDC and a s tate-
ment from WEDC verifying the amount of your credits for property taxes paid, capital investments made, and wages paid
for jo b s c r e ate d in a te chnol o g y zo n e o r a copy of your Sc h e du l e 5 K-1, 3K-1, or 2K-1.
Ot he r – A ttach any other d o cument s you we re i ns t ructe d to att ach whe n e- fili ng.
Your l e g a l n am e So c i a l se c u r i ty nu m b e r o r FEI N
Purpose of Form
Use For m W-R A to submit suppor ting documentation when
you elect ron ically f ile a n inc ome or f ran chise t ax re t ur n a nd
claim any of the credits or items listed. Many of the above
items require documentation from the Wisconsin Economic
Development Corporat ion (W EDC). Leg islators ma k ing t he
spe cial section 162(h) election must mail t he Model For m to
the department when using electronic filing software that
does not submit the Model Form as part of the electronic
return.
Paper clip your attachments to Form W-RA.
Refunds can be processed faster if you use paper
clips inste a d of st aples.
Note: Use Form W-RA on ly t o subm it supporting documen-
tat ion required for the box(es) checked. Do not submit ot her
correspondence or app e als or a paper copy of you r ta x r e turn
or homeste ad credit clai m w it h For m W-RA.
When to F ile
The W-RA and required attachments must be mailed to the
department within 48 hours of receipt of your Wisconsin
acknowl edgment. Refunds may not complete processing until
the W-RA a nd attachme nt s h ave been r e c eived.
Note Individuals and tax practitioners filing on behalf of
ind ividuals require d to send the Form W-R A att achments t o
the department may transmit this data in an electronic file
over the Internet. Further information can be found on the
departme nt’s website at: http://tap.revenue.wi.gov/services/.
Where to File
Send Form W-RA a nd a l l attachments to:
Wisconsin De partme nt of Revenue
PO Box 8977
Madison WI 53708-8977
F ailure to mail Form W -RA timely to the correct address with
all attachment s wil l r e s u lt i n a d elay in i ss uing a r efund.
Do not send t his for m if you are f il ing a pap er ret ur n or
pape r home st e ad credit clai m.
Note If you use a mail service provider that is not the U.S.
Postal Service, deliver to: Wisconsin Department of Rev enue,
Mail Sto p 1-151, 2135 Rimrock Road, Madison WI 53713.
2015
Form W-RA Page 2 of 2
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