Hi Annette — thanks again for escalating this.
Just wanted to follow up and confirm that the issue has now been resolved. The Wisconsin state update released on February 13, 2025 corrected the Form SB logic so that non‑qualified 1099‑R distributions (such as whole‑life insurance dividends) are no longer included in the 2025 Wisconsin retirement income exclusion when the user selects “No” to the qualified‑plan question.
I’ve tested the scenario again after the update, and the calculation now works as expected.
Thanks to you and the Wisconsin forms team for getting this fixed.
