Bug in column (e) of Wisconsin Schedule 2K-1 Part III, Beneficiary's Share...when beneficiary is a WI resident

[djhahn]

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).

[djhahn]

A representative from the Fiduciary segment of the WI Dept of Revenue confirmed that TurboTax is incorrectly filling in column e of Part III, Form 2, Schedule 2K-1

[BrittanyS]

It would be helpful to have a TurboTax token.  The token provides a sanitized version of your return.  We will be able to see the numbers but not any personal information such as your name, SSN, or address.  

If you would like to do this, here are the instructions: 

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen, and you will get a Token number. 

In TurboTax CD/Download versions, go to the black panel on your screen and select Online. 

1. Scroll down and select Send tax file to Agent. 
2. You will see a message explaining what the diagnostic copy is.  Click send through this screen, and you will get a Token number. 

Reply to this thread with your Token number. 

We will then be able to see precisely what you are seeing, and we can determine what exactly is going on in your return and provide you with a resolution.

@djhahn