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After you file
This form is not available for 2021. You can complete Form 804 for Wisconsin (WI) for the person who is deceased. Then you can save the .pdf to your computer and upload it to your tax return as follows. The instructions are specifically for TurboTax CD/Download version.
- Go to the WI State return
- Select 'Other Situations' > Required PDF Attachments > Start or Revisit
- Enter a Document Name
- Enter a description for Purpose for Attaching > Continue to screen 'Looks like you need to attach a PDF' > Continue
- Select 'Get PDF' beside the slot for 'Attach Claim for Decedent's WI Income Tax Refund and any additional requirements' > Go to the folder where your 804 is located and select it to attach it.
- See the images below for assistance.
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March 2, 2022
10:06 AM