Wisconsin Credit for Net Tax Paid to Another State

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Credit for Net Tax Paid to Another State
2023 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)Tab to navigate within form. Use mouse to check
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Schedule

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OS

Wisconsin
Department of Revenue

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Credit for Net Tax Paid
to Another State

Clear

2023

Attach to your Wisconsin Form 1, 1NPR, or 2

Name(s) shown on Form 1, 1NPR, or 2

Identifying number

To be eligible for this credit, you must have been a full-year or part-year Wisconsin resident in 2023 and have paid 2023
state income tax on the same income to Wisconsin and another state.
Be sure to include a copy of your
tax return from the other state(s).

NO COMMAS
NO CENTS
State 1

PART I  –  Income From Other State

State 2

Postal abbr. →

1	 Wages, salaries, tips, etc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	1

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.00

2	 Business income / loss  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	2

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.00

3	 Capital gain / loss  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	3

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.00

4	 Other gains / losses  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	4

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5	 IRA distributions, pensions, and annuities  . . . . . . . . . . . . . . . . . . . . . . . . . .  	5

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6	 Rental real estate, royalties, partnerships, S corporations, trusts, etc  . . . . .  	6

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7	 Farm income / loss  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	7

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8	 Unemployment compensation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	8

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9	 Social security benefits  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	9

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 . . . . . . . . . . . . . . . . . . . . . . . .  	10

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	11	 Add lines 1 through 10 in each column . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	11

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	12	 Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	12

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	13	 Self-employed SEP, SIMPLE, and qualified plans  . . . . . . . . . . . . . . . . . . . .  	13

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	14	 Self-employed health insurance deduction  . . . . . . . . . . . . . . . . . . . . . . . . . .  	14

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	15	 IRA deduction  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	15

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	16	 Other adjustments to income 	

 . . . . . . . . . . . .  	16

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	17	 Add lines 12 through 16 in each column  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	17

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	18	 Total income taxed by other state – subtract line 17 from line 11  . . . . . . . . .  	18

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	19	 Income taxable to both Wisconsin and other state (see instructions)  . . . . . .  	19

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	20	 Total income taxed by the other state (see instructions)  . . . . . . . . . . . . . . . .  	20

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	10	 Other income 	

	Adjustments to Income

PART II – Calculation of Credit (Individual, Estate, or Trust Income Tax)

	21	 Divide line 19 by line 20. Carry the decimal to four places and fill in on line 21.
If line 20 is less than line 19, enter 1.0000  . . . . . . . . . . . . . . . . . . . . . . . . . .  	21

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	22	 From the income tax return of the other state, fill in the net tax amount after
subtracting all nonrefundable and refundable credits (see instructions)  . . . .  	22

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	23	 Multiply line 21 by line 22. Round the result to the nearest dollar. If tax was
		 paid to another state and passed through to you by a tax-option (S) corpor		 ation, limited liability company, or partnership, go on to Part III. Otherwise,
skip lines 25 through 29 and go on to Part IV. If claiming a credit for net tax
paid to Minnesota, Iowa, Illinois, or Michigan, skip lines 30 through 34 and
fill in the amount from line 23 on line 35  . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	23

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I-023 (R. 06-23)

Part III - See next page

2023 Schedule OS

Page 2 of 2

Name(s) shown on Form 1, 1NPR, or 2

Identifying number

NO COMMAS; NO CENTS

PART III  –  Calculation of Credit (Shareholders, Partners, and Members)

State 1

State 2

Caution: See Instructions
	24	 Postal abbreviation for state to which tax was paid  . . . . . . . . . . . . . . . . . . . 	24
	25	 Income taxable to both Wisconsin and other state (see instructions)  . . . . . 	25

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	26	 Total income taxed by the other state (see instructions)  . . . . . . . . . . . . . . . 	26

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	27	 Divide line 25 by line 26. Carry the decimal to four places and fill in on line
		 27. If line 26 is less than line 25, enter 1.0000  . . . . . . . . . . . . . . . . . . . . . . . 	27

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.

	28	 From the income tax return of the other state, fill in the net tax amount after
		 subtracting all nonrefundable and refundable credits (see instructions)  . . . 	28

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	29	 Multiply line 27 by line 28. Round the result to the nearest dollar. If claiming
		 a credit for net tax paid to Minnesota, Iowa, Illinois, or Michigan, skip lines
		 30 through 34 and fill in the amount from line 29 on line 36  . . . . . . . . . . . . 	29

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	30	 Income taxable to both Wisconsin and other state (see instructions)  . . . . . 	30

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	31	 Wisconsin income from Form 1, line 7, Form 1NPR, line 30, or Form 2, see
		instructions  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	31

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PART IV - Credit Allowed

	32	 Divide line 30 by line 31. Carry the decimal to four places and fill in on line
		 32. If line 31 is less than line 30, fill in 1.0000  . . . . . . . . . . . . . . . . . . . . . . . 	32

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.

	33	 Fill in the Wisconsin net income tax from:
		 •	 Form 1, line 12, less the amounts on lines 13 through 18
		 •	 Form 1NPR, line 46, less the amounts on lines 47 through 49
		 •	 Form 2, line 6c, less the amount on line 7  . . . . . . . . . . . . . . . . . . . . . . . . 	33

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	3 4	 Multiply line 32 by line 33. Round the result to the nearest dollar  . . . . . . . . 	34

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	35	 Fill in the amount from line 23  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	35

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	36	 Fill in the amount from line 29  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	36

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	37	 Add lines 35 and 36  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	37

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	38	 Fill in the smaller of line 34 or line 37. If claiming a credit for net tax paid to
		 Minnesota, Iowa, Illinois, or Michigan, fill in the amount from line 37  . . . . . 	38

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	39	 Add the amounts in each column of line 38. Fill in the total here . . . . . . . . . . . . . . . . . . . . . . . . . . .  	39

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	4 0	 If you have tax paid to more than 2 states, fill in the amount from line 39 of
		 any additional Schedules OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	40

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	41	 Add lines 39 and 40. This is your credit for tax paid to another state
		 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	41

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Extracted from PDF file 2023-wisconsin-schedule-os.pdf, last modified June 2015

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More about the Wisconsin Schedule OS Individual Income Tax Tax Credit TY 2023

We last updated the Credit for Net Tax Paid to Another State in February 2024, so this is the latest version of Schedule OS, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule OS directly from TaxFormFinder. You can print other Wisconsin tax forms here.

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Other Wisconsin Individual 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
Schedule H-EZ	Homestead Credit Claim (Easy Form) Tax Credit
Form 1	Income Tax Return (Long Form) Tax Return
Income Tax Instructions	Wisconsin Form 1 Instructional Booklet
Schedule H	Homestead Credit Claim Tax Credit
Form 1-ES	Estimated Income Tax Voucher Estimated

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 OS from the Department of Revenue in February 2024.

Show Sources >

Schedule OS is a Wisconsin Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Wisconsin Schedule OS

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

2023 Schedule OS

2023 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)

2022 Schedule OS

2022 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)

2020 Schedule OS

2020 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)

2019 Schedule OS

2019 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)

2018 Schedule OS

2018 I-023 Wisconsin, Schedule OS, Credit for Net Tax Paid to Another State

2017 Schedule OS

2017 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State

2016 Schedule OS

2016 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State

2015 Schedule OS

2015 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)

Credit for Net Tax Paid to Another State | Instructions | Fill-In Form

2013 Schedule OS

2013 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State (fillable)

2012 Schedule OS

2012 I-023 Wisconsin Schedule OS, Credit for Net Tax Paid to Another State

2011 Schedule OS

2011 Schedule OS, Credit for Net Tax Paid to Another State

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