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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).
General Instructions. Caution Do NOT file Schedule CC as an attachment to Wisconsin Form W-RA, Required Attachments for Electronic Filing, or Form 2, Wisconsin Fiduciary Income Tax for Estates and Trusts, as a request for a closing certificate. Schedule CC must be filed separately.
Download or print the 2023 Wisconsin Schedule CC (Request for a Closing Certificate for Fiduciaries) for FREE from the Wisconsin Department of Revenue.
This document contains official instructions for Form I-030 Schedule CC, Request for a Closing Certificate for Fiduciaries - a form released and collected by the Wisconsin Department of Revenue. An up-to-date fillable Form I-030 Schedule CC is available for download through this link .
Starting with Tax Year 2023, a change has been made regarding the Wisconsin Schedule CC. Beginning January 29, 2024, Schedule CC and required documents may be filed electronically directly from the department’s website at https://tap.revenue.wi.gov/ClosingCertificate/.
Mail completed Schedule CC and required documents to: Wisconsin Department of Revenue P.O. Box 8918 Madison, WI 53708-8918 The closing Certificate for Fiduciaries will be sent to the address shown in the header box on the front page of Schedule CC. Make sure the mailing address you insert is correct. FORM: Schedule CC can be found at: http ...
Schedule CC and required documents may be filed electronically directly from the department’s web-site at https://www. revenue.wi.gov/Pages/WI-efile/home.aspx . Note. Do NOT file Schedule CC as an attachment to Wisconsin Form W-RA or Form 2 as a request for a closing cer-tificate.
