While performing a review of Wisconsin State Form 2, TurboTax presents the following:
Is Any Wisconsin Source Income Allocable to Nonresident Beneficiaries on Schedule 2K-1, Lines 1(a) Through L5(a)?
Because one or more beneficiaries are nonresidents of Wisconsin, you must determine whether the amount(s) on Schedule 2K-1, lines 1(a) through 5(a) include any Wisconsin source income.
The program does not allocate amounts on lines 1 through 5 in column (d) of Schedule 2K-1 if the beneficiary is a nonresident of Wisconsin. These are intangible income and not considered Wisconsin source income. Refer to Pub 122 for more information.
If Schedule 2K-1, lines 1 through 5, include any Wisconsin source income, you must manually enter the amount of Wisconsin source income on each nonresidents beneficiary's Schedule 2K-1 in column (d) lines 1 through 5.
NOTE: WI DOR Form 2 Schedule 2K-1 instructions explicitly state:
Caution Do not fill in column e for a beneficiary who is a full- year resident of Wisconsin.
BUG: None of the income is Wisconsin source income yet TurboTax erroneously fills in column (e) for the only beneficiary who *is* a WI resident. In other words, TurboTax is wrongly filling in column (e) for a WI resident when the column is applicable to nonresidents and part-year WI residents only.
Also, column (d) is referenced in TurboTax's review question when the Wisconsin source amount is actually column (e).
