Wisconsin Schedule SB - Where is it?

[447debbie]

I search for Schedule SB and nothing comes up.  Where is this Wisconsin form?
2023 TurboTax Premier Windows platform.

[MayaD · Accepted solution]

Schedule SB is used to report differences between federal and Wisconsin income. These differences are called modifications and may affect the amount you report as a subtraction modification on line 6 of Form 1. 

In your Wisconsin return, go through the state interview and continue to a screen that says, How Wisconsin handles income differently.

How do I preview my return in the TurboTax Desktop software?

[aap0812]

That is not answering the question. They asked WHERE it is. Meaning they need to manually enter in information in the Wisconsin Schedule SB, which also means they are fully aware of what that schedule means and entails. This was a question to find it to complete their process, not for definition. Just like myself, I too am trying to locate the WI Schedule SB because the 2023 tax year you had prompts that allowed me to enter in our unique and uncommon tax situation. However, the 2024 turbo tax DOES NOT have these prompts nor does it have a section to enter it in and we're being shorted over $4000 on our return. If turbo tax "experts" are here to help then read the question and help. This is absolutely absurd.  

[AmyC]

 It is not just one place. The retirement benefit adjustment is at the beginning of the interview right after residency. Capitals gains and losses are next in the interview. Adjustments to income has more.

Using the desktop means you can switch to Forms mode and see your form. On the form, some blocks allow you to type in while others will show a magnifying glass to click on to get to a data entry point.

Be sure to go through step by step to pick up all the entries. Be sure to cancel any overrides made in Forms mode.

@447debbie 

@aap0812 

[aap0812]

I understand it is not in just one place. I also don't need the Schedule SB for retirement reasons either. I was using the desktop and I wasn't given an option to switch to forms mode or input manually to make the proper adjustments that belong on my schedule SB to then transpose onto my state tax return. I tried! I knew there was a way to edit in forms because I was able to last year filing my 2023s. I even called Turbo Tax help desk and they were unable to get me to it. In order for me to get what I needed I basically had to select the Wisconsin Income Tax Adjustment option, type in the description exactly what it was and the amount. It won't end up on the correct line of my return but it does calculate my taxes exactly how it should have. Bottom line: this shouldn't be that complicated. I understand taxes are complex and confusing to most. But there needs to be more user friendly clicks for us (the user) to apply specific tax situations if Turbo Tax isn't going to prompt for it. There are some unique tax situations out there and mine is one of them. Maybe it was just a glitch for me?!