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Wisconsin Free Printable 2023 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable) for 2024 Wisconsin Request for a Closing Certificate for Fiduciaries

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Request for a Closing Certificate for Fiduciaries
2023 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

Tab to navigate within form. Use mouse to check applicable boxes, press spacebar or press Enter. Schedule CC Save Request for a Closing Certificate for Fiduciaries DO NOT STAPLE ESTATES ONLY – Decedent’s last name Decedent’s first name M.I. Decedent’s social security number TRUSTS ONLY – Legal name Estate’s/Trust’s federal EIN Individual or firm to whom the closing certificate should be mailed Attention or c/o County of jurisdiction (Name Only) Address Probate case number City State PART I Zip code Clear 2023 Wisconsin Department of Revenue Use BLACK INK Print Date of decedent’s death (MM DD YYYY) Information Required When Requesting a Closing Certificate for Estates Complete lines 1 through 11 and sign. 1 Is a certificate required by the court? ................. Yes No (See instructions) If no, DO NOT submit Schedule CC. The department only issues a Closing Certificate if a court requires it to close a proceeding. 2 Does the decedent have a will? .......................... Yes 3 Type of probate Other Formal Informal No (If yes, include a copy) 4 If the decedent did not file tax returns for the 4 years prior to death, enter the year and the decedent’s approximate income: 20 $ , 20 $ , 20 $ , 20 $ 5 Was the decedent contacted by the IRS and/or Wis. Dept. of Revenue in the last 3 years? Yes . No DO NOT ATTACH SCHEDULE CC TO FORM 2 (see instructions) If yes, explain: 6 Is the gross income of the estate less than $600? .................................................. Yes No 7 Will a final Form 2 be filed at a later date? .......... Yes No 8 Was the decedent a resident of Wisconsin at the time of death? ........................................... Yes No 9 Did the decedent own an interest in any partnership, S corporation, LLC, or LLP? ........... Yes No 10 Enter the totals of each of the assets listed below. Probate Assets (Required: Include a copy of the inventory) NO COMMAS; NO CENTS a Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a .00 b Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10b .00 c Mortgages, Notes, and Cash . . . . . . . . . . . . . . . . . . . . . . . . . . 10c .00 d Land Contracts and Installment Sales . . . . . . . . . . . . . . . . . . . 10d .00 e Insurance Payable to Estate . . . . . . . . . . . . . . . . . . . . . . . . . . 10e .00 f Annuities and Employee Death Benefits Payable to Estate . . . 10f .00 g Other Miscellaneous Property . . . . . . . . . . . . . . . . . . . . . . . . . 10g .00 Nonprobate Assets h Jointly Owned Survivorship – Decedent’s share of property . . 10h .00 i Decedent’s Share of Survivorship Marital Property . . . . . . . . . 10i .00 j Insurance Payable to Named Beneficiaries . . . . . . . . . . . . . . . 10j .00 k Transfers During Decedent’s Life (gifts, etc.) . . . . . . . . . . . . . . 10k .00 L Other Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10L .00 m Wisconsin GROSS Estate (add lines 10a through 10L) . . . . . . . . . . . . . . . . . . . . . . . 10m 11 Fiduciary fees paid or payable to the personal representative or trustee . . . . . . . . . . . . . . . 11 I-030 (R. 8-23) NOTE W h e r e a ny l i n e from 10a through 10L is left blank, it will be deemed that NONE is the D E C L A R AT I O N for that line by the person(s) signing Schedule CC. .00 .00 2023 Schedule CC PART II Page 2 Information Required When Requesting a Closing Certificate for Trusts Complete lines 1 through 10 and sign. 1 Is a certificate required by the court? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Yes No If yes, include a statement from the court verifying that a Closing Certificate is required to close a proceeding. If no, DO NOT submit Schedule CC. The department only issues a Closing Certificate if a court requires it to close a proceeding. 2 Include a copy of the trust instrument with amendments (will/codicils). 3 a Grantor(s) name(s) Grantor(s) Social Security number(s) (SSN) b Grantee(s) name(s) Grantee(s) Social Security number(s) (SSN) 4 On what date was the trust funded? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 M M D D Y Y Y Y 5 Was the trust contacted by the IRS and/or Wis. Dept. of Revenue in the last 3 years? . . . . . . . . . 5 Yes No If yes, explain: 6 State reason for closing the trust. If death of beneficiary, provide name of beneficiary, social security number, last address, and date of death. 7 Have you petitioned the court to close the trust? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Yes No If yes, include a copy of the petition. If no, explain why no petition has been filed: 8 Has the trust filed fiduciary income tax returns with Wisconsin in any of the last four years? . . . . . 8 Yes No If no, provide either a) copies of informal or formal annual accountings for the past four years, or showing the trust’s income and expenses for each of the past four years. 9 Enter the total fair market value of each of the assets listed below that are held by the trust at the end of the year preceding the final year of the trust. (NOTE Where any line from 9a through 9f is left blank, it will be deemed that NONE is the DECLARATION for that line by the person(s) signing Schedule CC.) a Real Estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a .00 b Stocks and Bonds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b .00 c Mortgages, Notes, and Cash . . . . . . . . . . . . . . . . . . . . . . 9c .00 d Annuities and Life Insurance. . . . . . . . . . . . . . . . . . . . . . . 9d .00 e Interest in Partnerships, LLCs, and S Corporations. . . . . 9e .00 f Other Miscellaneous Property . . . . . . . . . . . . . . . . . . . . . 9f .00 NO COMMAS; NO CENTS g Total Assets (add lines 9a through 9f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9g .00 10 Fiduciary fees paid or payable to the personal representative or trustee . . . . . . . . . . . . . . 10 .00 Yes Complete the following. Third Do you want to allow another person to discuss this schedule with the department (see instructions)? Personal Party Designee’s Phone identification no. ( ) Designee name number (PIN) No I, as fiduciary, declare under penalties of law that I have examined this schedule (including accompanying documents and statements) and to the best of my knowledge and belief it is true, correct, and complete. Your signature Date Daytime phone ( ) Fiduciary’s address PERSON PREPARING FORM if other than the preceding signer City Signature of preparer State Date Zip code Daytime phone ( ) Mail completed form to: Wisconsin Department of Revenue PO Box 8918 • Madison WI 53708-8918
Extracted from PDF file 2023-wisconsin-schedule-cc.pdf, last modified September 2015

More about the Wisconsin Schedule CC Corporate Income Tax TY 2023

We last updated the Request for a Closing Certificate for Fiduciaries in January 2024, so this is the latest version of Schedule CC, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule CC directly from TaxFormFinder. You can print other Wisconsin tax forms here.


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Other Wisconsin Corporate Income Tax Forms:

TaxFormFinder has an additional 88 Wisconsin income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 2 Wisconsin Fiduciary Income Tax for Estates or Trusts
Form 3 Form 3 Partnership Return
Form 4 Wisconsin Non-Combined Corporation Franchise or Income Tax Return
Schedule CC Request for a Closing Certificate for Fiduciaries
Schedule FC-A Farmland Preservation Credit

Download all WI tax forms View all 89 Wisconsin Income Tax Forms


Form Sources:

Wisconsin usually releases forms for the current tax year between January and April. We last updated Wisconsin Schedule CC from the Department of Revenue in January 2024.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Wisconsin Schedule CC

We have a total of ten past-year versions of Schedule CC in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Schedule CC

2023 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

2022 Schedule CC

2022 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

2020 Schedule CC

2020 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

2019 Schedule CC

2019 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

2018 Schedule CC

2018 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries

2017 Schedule CC

2017 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries

2016 Schedule CC

2016 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries

Request for a Closing Certificate for Fiduciaries 2015 Schedule CC

2015 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

Request for a Closing Certificate for Fiduciaries | Instructions | Fill-In Form 2013 Schedule CC

2013 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries (fillable)

2012 Schedule CC

2012 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries


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