Fill Out a Valid Wisconsin 5S Template Edit Form Online

Fill Out a Valid Wisconsin 5S Template

The Wisconsin 5S form is a tax return specifically designed for S corporations operating in Wisconsin, allowing them to report franchise or income tax for the year. This form must be completed using black ink and submitted by the 15th day of the third month following the close of the taxable year. To ensure compliance and avoid penalties, it is essential to fill out the form accurately.

Start your filing process by clicking the button below to access the Wisconsin 5S form.

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The Wisconsin 5S form is an essential document for tax-option (S) corporations operating within the state. This form serves as the franchise or income tax return, allowing these corporations to report their income and calculate the taxes owed to the state. It requires specific details, such as the corporation's name, address, and federal employer ID number. The form also prompts users to indicate their business activity using a NAICS code and to select from various filing options, including amended returns or final returns for dissolved corporations. Important deadlines are highlighted, including the due date, which falls on the 15th day of the third month following the close of the taxable year. Additionally, the form collects information about shareholders, including the total number and any nonresident shareholders. Tax calculations are a significant component, requiring corporations to report gross receipts, total assets, and any applicable credits or surcharges. By providing a comprehensive overview of a corporation's financial activities and tax obligations, the Wisconsin 5S form plays a crucial role in ensuring compliance with state tax regulations.

Listed Questions and Answers

  1. What is the Wisconsin 5S form?

    The Wisconsin 5S form is used by tax-option (S) corporations to report their franchise or income tax for the state of Wisconsin. This form must be completed accurately to ensure compliance with state tax laws.

  2. Who needs to file the Wisconsin 5S form?

    Any corporation that has elected to be treated as an S corporation for federal tax purposes and is doing business in Wisconsin must file this form. This includes corporations that are newly formed or those that have recently entered Wisconsin.

  3. When is the due date for filing the 5S form?

    The Wisconsin 5S form is due on the 15th day of the 3rd month following the end of the corporation's taxable year. For example, if your taxable year ends on December 31, the form is due on March 15 of the following year.

  4. What should I do if I need more time to file?

    If you need an extension, you must apply for it before the original due date of the form. You can enter the extended due date on the form if you have received an extension. Make sure to follow the instructions for filing an extension properly.

  5. What if my corporation had no business activity in Wisconsin?

    If your corporation did not conduct any business in Wisconsin during the taxable year, you must still file the 5S form. In this case, attach a complete copy of your federal return to the form.

  6. What information is required on the 5S form?

    The form requires various details, including the corporation's name, address, federal employer ID number, state of incorporation, and the number of shareholders. You will also need to report financial figures such as property and payroll amounts, income, deductions, and any applicable credits.

  7. Are there penalties for late filing?

    Yes, there can be penalties for late filing of the 5S form. If the form is not submitted by the due date, the corporation may incur interest and penalties on any taxes owed. It's important to file on time to avoid these additional costs.

  8. Can I amend my 5S form after it has been filed?

    Yes, if you discover an error after filing the 5S form, you can file an amended return. Make sure to follow the specific instructions for amending the form and include any necessary documentation.

  9. Where should I send my completed 5S form?

    If you are not filing electronically, mail your completed form along with any payment to the Wisconsin Department of Revenue at the address provided in the instructions. Ensure that you make your check payable to the Wisconsin Department of Revenue.

Key takeaways

  • Black Ink Requirement: Always complete the Wisconsin 5S form using black ink to ensure legibility and compliance.
  • Filing Deadline: The form is due on the 15th day of the third month following the close of the taxable year. Timely submission is crucial to avoid penalties.
  • Extension of Time: If an extension is granted, indicate the extended due date on the form to avoid issues with late filing.
  • Amended Returns: If you are filing an amended return, ensure that you follow the specific instructions for amendments provided in the guidelines.
  • Nonresident Shareholders: If applicable, attach a complete copy of your federal return if no business was transacted in Wisconsin during the taxable year.
  • Accurate Reporting: Ensure that all figures, such as income and tax credits, are accurately reported. For example, enter negative numbers correctly and avoid using commas.
  • Attachments Required: Always include a copy of your federal Form 1120S with the 5S form, even if there was no Wisconsin activity during the year.

Document Overview

Fact Name Details
Form Purpose The Wisconsin 5S form is used for filing the franchise or income tax return for tax-option (S) corporations in Wisconsin.
Governing Law This form is governed by Wisconsin Statutes Chapter 71, which outlines the taxation of corporations in the state.
Filing Deadline The due date for filing the form is the 15th day of the third month following the close of the taxable year.
Required Information Corporations must provide their name, address, federal employer ID number, and business activity code among other details.
Tax Calculation The form includes a calculation for gross tax, which is based on the corporation's income and applicable tax rates.
Nonresident Shareholders If applicable, corporations must indicate the number of nonresident shareholders and any related entity expenses.
Amended Returns Corporations can file an amended return using this form if there are corrections or changes to previously submitted information.
Attachments Required A complete copy of the federal return must be attached, even if no business was transacted in Wisconsin during the taxable year.

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Misconceptions

  • Misconception 1: The Wisconsin 5S form is only for large corporations.
  • This form is applicable to any tax-option (S) corporation operating in Wisconsin, regardless of size. Small businesses and startups must also complete this form if they meet the necessary criteria.

  • Misconception 2: You can file the 5S form at any time during the year.
  • The 5S form has a specific due date. It must be filed by the 15th day of the third month following the close of the taxable year. Missing this deadline can result in penalties.

  • Misconception 3: You do not need to attach your federal return if no business was transacted in Wisconsin.
  • If no business activities occurred in Wisconsin during the taxable year, you are still required to attach a complete copy of your federal return when filing the 5S form.

  • Misconception 4: The 5S form can be submitted without any supporting documentation.
  • Supporting documentation is often necessary. For instance, if you have related entity expenses, you must file Schedule RT with your return. Additionally, any claims for credits or deductions may require additional forms.

  • Misconception 5: You can use any color of ink to complete the 5S form.
  • The instructions specify that the form must be completed using black ink. Using other colors may lead to processing delays or issues with your submission.

Form Sample

DO NOT STAPLE OR BIND

Form

5S

Wisconsin Tax-Option (S) Corporation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Franchise or Income Tax Return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2010

 

 

 

M M D D C

C Y

 

Y

M M D D C C Y Y

 

 

 

 

 

 

For 2010 or taxable year beginning

 

 

 

 

 

and ending

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Complete form using BLACK INK.

 

 

 

 

 

 

 

 

 

 

 

 

Due Date: 15th day of 3rd month following close of taxable year.

Corporation Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Number and Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Suite Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

State

 

ZIP (+ 4 digit sufix if known)

A Federal Employer ID Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D Check  if applicable and attach explanation:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B Business Activity (NAICS) Code

 

 

 

 

 

 

 

 

1

 

Amended return

4

 

 

Short period - change in accounting method

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C State of Incorporation

and

 

 

Year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

First return - new corporation or entering Wisconsin

5

 

 

Short period - stock purchase or sale

 

 

 

 

Enter abbreviation of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

state in box, or if a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C

 

C Y Y

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

foreign country, enter

 

 

3

 

Final return - corporation dissolved or withdrew

6

 

 

Short period - termination of S corporation election

 

 

 

 

below.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check  if applicable and see instructions:

E If you have an extension of time to ile, enter extended due date M M D D C C Y Y

FIf no business was transacted in Wisconsin during the taxable year, attach a complete copy of your federal return.

G If you are iling a Form 1CNS on behalf of nonresident shareholders.

HEffective date of Wisconsin tax-option corporation election

 

 

 

 

 

 

 

M

 

M

 

D

 

D

 

C

 

C

 

Y

 

Y

 

 

 

 

 

 

I

Total number of shareholders

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J

Number of nonresident shareholders

 

 

 

 

 

K

 

 

 

 

If you have related entity expenses and are required to ile Schedule RT with this return.

L1

WI Property

 

.00

 

M1

WI Payroll

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L2

Total Co. Property

.00

 

 

M2

Total Co. Payroll

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ENTER NEGATIVE NUMBERS LIKE THIS  –1000

 

 

 

NOT LIKE THIS  (1000)

 

 

NO COMMAS; NO CENTS

1

Federal, state, and municipal government interest (see instructions)

1

 

.00

2Wisconsin apportionment percentage (from Form 4A-1 or Form 4A-2). This is a required ield.

 

 

 

 

 

2

 

 

 

 

 

 

 

.

%

 

If percentage is from Form 4A-2, check ( ) the space after the arrow

 

 

 

 

 

 

 

 

 

3

Multiply line 1 by line 2

. . . .

. . . . . . . . . . . . . . . . . . . . .

. 3. .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.

00

4

Enter 7.9% (0.079) of the amount on line 3. This is gross tax

. 4. .

 

 

 

 

 

 

 

 

.00

5

.Manufacturer’s sales tax credit (from Sch. MS, line 3). . .

5

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

Community development inance credit

6

 

.00

 

 

 

 

 

 

 

 

 

 

.00

7

Add lines 5 and 6. This is total nonrefundable credits . . . .

. . . .

. . . . . . . . . . . . . . . . . . . . .

. 7. .

 

 

 

 

 

 

 

 

8

Subtract line 7 from line 4. If line 7 is more than line 4, enter zero (0). This is net tax

. 8..

 

 

 

 

 

 

 

 

.00

9

Additional tax on tax-option (S) corporations (from page 2, Schedule Q, line 10)

. 9. .

 

 

 

 

 

 

 

 

.00

10

Recycling surcharge (from page 2, Schedule S, line 4) . . .

. . . .

. . . . . . . . . . . . . . . . . . . . .

. 10. .

 

 

 

 

 

 

 

 

.00

11

Endangered resources donation (decreases refund or increases amount owed)

11

 

 

 

 

 

 

 

 

.00

12

Veterans trust fund donation (decreases refund or increases amount owed)

. 12. .

 

 

 

 

 

 

 

 

.00

13

Add lines 8 through 12

. . . .

. . . . . . . . . . . . . . . . . . . . .

. 13. .

 

 

 

 

 

 

 

 

.00

14

Estimated tax payments less refund from Form 4466W.

14

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If this is an amended return, see instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15

Wisconsin tax withheld on amount on line 1

15

 

.00

 

 

 

 

 

 

 

 

 

 

.00

16

Add lines 14 and 15

. . . .

. . . . . . . . . . . . . . . . . . . . .

. 16. .

 

 

 

 

 

 

 

 

17

Interest, penalty, and late fee due (from Form 4U, line 17 or 26).

 

 

17

 

 

 

 

 

 

 

 

.00

 

If you annualized income on Form 4U, check () the space after the arrow

 

 

 

 

 

 

 

 

18

Tax due. If the total of lines 13 and 17 is larger than line 16, enter amount owed

. 18. .

 

 

 

 

 

 

 

 

.00

19

Overpayment. If line 16 is larger than the total of lines 13 and 17, enter amount overpaid

. 19. .

 

 

 

 

 

 

 

 

.00

20

Enter amount of line 19 you want credited to 2011 estimated tax

20

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IC-049i

2010 Form 5S

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 2 of 4

 

21

Subtract line 20 from line 19. This is your refund

. . . . . . . . . . . . . .

. .

 

21

 

 

 

 

 

 

 

 

 

 

.00

 

22

Enter total company gross receipts from all activities (see instructions) . .

. . . . . . . . . . . . . .

. .

 

22

 

 

 

 

 

 

 

 

 

 

.00

 

23

Enter total company assets from federal Form 1120S, item F

. . . . . . . . . . . . . .

. .

 

23

 

 

 

 

 

 

 

 

 

 

.00

 

24

If the tax-option corporation paid withholding tax on income distributable to nonresident

24

 

 

 

 

 

 

 

 

 

 

.00

 

 

shareholders, enter total amount paid for all shareholders for the taxable year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule Q - Additional Tax on Certain Built-In Gains

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

1

Excess of recognized built-in gains over recognized built-in losses (attach schedule)

1

 

 

 

 

 

 

 

 

 

 

 

2

Wisconsin taxable income before apportionment (attach computation schedule)

2

 

 

 

 

 

 

 

 

 

 

.00

 

3

Enter the smaller of line 1 or line 2. This is the net recognized built-in gain (see instructions) . .

3

 

 

 

 

 

 

 

 

 

 

.00

 

4

Wisconsin apportionment percentage (from Form 4A-1 or Form 4A-2). This is a

4

.

%

 

 

required ield. If percentage is from Form 4A-2, check () the space after the arrow

 

5

Multiply line 3 by line 4

 

 

 

 

5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

. . . . . . . . . . . . . .

. . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

Wisconsin net business loss carryforward (attach schedule)

. . . . .

. . .

 

6

 

 

 

 

 

 

 

 

 

 

.00

 

7

Subtract line 6 from line 5

. . . . . . . . . . . . . .

. . .

 

7

 

 

 

 

 

 

 

 

 

 

.00

 

8

Enter 7.9% (0.079) of the amount on line 7

. . . . .

. . .

 

8

 

 

 

 

 

 

 

 

 

 

.00

 

9

Community development inance credit

. . . . .

. . .

 

9

 

 

 

 

 

 

 

 

 

 

.00

 

10

Subtract line 9 from line 8. This is the additional tax to enter on Form 5S, page 1, line 9

10

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule S - Recycling Surcharge

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Enter net income (loss) (see instructions)

. . . . . . . . . . . . . .

. . .

 

1

 

 

 

 

 

 

 

 

 

 

.00

 

2 Wisconsin apportionment percentage (from Form 4A-1 or Form 4A-2). This is a

 

 

.

%

 

 

required ield. If percentage is from Form 4A-2, check () the space after the arrow .

2

 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Multiply line 1 by line 2

. . . . . . . . . . . . . .

. . .

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

4 Enter the greater of $25 or 0.2% (0.002) of the amount on line 3, but not more than $9,800.

4

 

 

 

 

 

 

 

 

 

 

.00

 

 

This is the recycling surcharge to enter on Form 5S, page 1, line 10 . . . .

. . . . . . . . . . . . . .

. . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional Information Required

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Person to contact concerning this return:

 

Phone #:

 

 

 

 

 

 

Fax #:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2City and state where books and records are located for audit purposes:

3 Are you the sole owner of any QSubs or LLCs?

 

Yes

 

No If yes, attach a list of the names and federal EINs of your

solely owned QSubs and LLCs. Did you include the incomes of these entities in this return?

 

Yes

 

No

4Did you purchase any taxable tangible personal property or taxable services for storage, use, or consumption in Wisconsin with-

out payment of a state sales or use tax?

 

Yes

 

No If yes, you owe Wisconsin use tax. See instructions for how to

report use tax.

 

 

 

 

5Did any adjustments made by the Internal Revenue Service to your income for prior years become inalized during this year?

Yes

 

No If yes, see instructions and indicate years adjusted:

6List the locations of your Wisconsin operations:

Under penalties of law, I declare that this return and all attachments are true, correct, and complete to the best of my knowledge and belief.

Signature of Oficer

Title

Date

Preparer’s Signature

Preparer’s Federal Employer ID Number

Date

You must ile a copy of your federal Form 1120S with Form 5S, even if no Wisconsin activity.

If you are not iling electronically, make your check payable to and mail your return to:

Wisconsin Department of Revenue

PO Box 8908

Madison WI 53708-8908

2010 Form 5S

Page 3 of 4

Income (Loss)

Deductions

Credits

Foreign Transactions

Schedule 5K – Shareholders’ Pro Rata Share Items

 

 

(a) Pro rata share items

 

 

(b) Federal amount

(c) Adjustment

 

(d) Amount under Wis. law

1

Ordinary business income (loss)

.

 

 

 

 

 

 

2

. . . . .Net rental real estate income (loss) (attach Form 8825)

.

 

 

 

 

 

 

3

. . . . . . . . . . .Other net rental income (loss) (attach schedule)

.

 

 

 

 

 

 

4

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Interest income

.

 

 

 

 

 

 

5

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Ordinary dividends

.

 

 

 

 

 

 

6

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Royalties

.

 

 

 

 

 

 

7

. . . . . . . . . . . . . . . . . . . . . . .Net short-term capital gain (loss)

.

 

 

 

 

 

 

8

. . . . . . . . . . . . . . . . . . . . . . . .Net long-term capital gain (loss)

.

 

 

 

 

 

 

9

. . . . . . . . . . .Net section 1231 gain (loss) (attach Form 4797)

.

 

 

 

 

 

 

10

. . . . . . . . . . . . . . . . . . .Other income (loss) (attach schedule)

.

 

 

 

 

 

 

11

. . . . . . . . . . . . . . .Section 179 deduction (attach Form 4562)

.

 

 

 

 

 

 

12

a

. . . . . . . . . . . . . . . .Contributions

.

 

 

 

 

 

 

 

b

. . . . . . . . . . . . . . . .Investment interest expense

.

 

 

 

 

 

 

 

c

Section 59(e)(2) expenditures (1) Type

 

 

 

 

 

 

 

 

 

 

 

(2) Amount

.

 

 

 

 

 

 

 

d

. . . . . . . . . . . . . . . .Other deductions (attach schedule) . . .

.

 

 

 

 

 

 

13

a

Manufacturing investment credit - from carryover at shareholder level

 

 

 

b

. . . . . . . . . . . . . . . . . . . . . . . . . . . . .Manufacturing investment credit - from carryover at entity level

 

 

c

. . . . . . . . . . . . . .Dairy and livestock farm investment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

d

. . .Health Insurance Risk-Sharing Plan assessments credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

e

. . . . . . . . . . . . . . . .Ethanol and biodiesel fuel pump credit.

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

f

. . . . . . . . . . . . . . . .Development zones credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

g

. . . . . . . . .Development opportunity zone investment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

h

. . . . . . . . . . . .Development zone capital investment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

i

. . . . . . . . . . . . . . . .Economic development tax credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

j

. . . . . . . . . . . . . . . .Technology zone credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

k

. . . . . . . . . . . . . . . .Early stage seed investment credit. . . .

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

l

. . . . .Supplement to federal historic rehabilitation tax credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

. . . . . . . . . . . . . . . . . . . . . . . . . . .m Internet equipment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

n

. . . . . . . . . . .Dairy manufacturing facility investment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

o

. . . . . . . . . . . . . . . .Dairy cooperatives credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

p

. . . . . . . . . . . . . .Meat processing facility investment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

q

. . . . . . . . . . . . . . . .Enterprise zone jobs credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

r

. . . . . . . . . . . . . . . .Film production services credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

s

. . . . . . . . . . . . .Film production company investment credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

t

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Food processing plant and food warehouse investment credit

 

 

u

. . . . . . . . . . . . . . . .Jobs tax credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

v

. . . . . . . . . . . . . . . .Postsecondary education credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

w

. . . . . . . .Woody biomass harvesting and processing credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

x

. . . . . . . . . . . . . . . .Water consumption credit

. .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . .

 

 

 

yy Tax paid to other states (enter postal abbreviation of state)

(1)

 

 

. . . . . . . . . . . . . .

 

 

 

 

 

 

 

 

 

 

 

 

(2)

 

 

. . . . . . . . . . . . . .

 

 

 

 

 

 

(3)

 

 

. . . . . . . . . . . . . .

 

 

 

zz Wisconsin tax withheld (do not include tax properly claimed on page 1, line 15)

. . . . . . . . . . . . . .

 

 

14

a

. . . . . . . . . . . . . . . .Name of country or U.S. possession . .

.

 

 

 

 

 

 

 

b

. . . . . . . . . . . . . . . .Gross income from all sources

.

 

 

 

 

 

 

 

c

. . . . . . . . . . . . .Gross income sourced at shareholder level

.

 

 

 

 

 

 

2010 Form 5S

 

 

Page 4 of 4

(a) Pro rata share items

(b) Federal amount

(c) Adjustment

(d) Amount under Wis. law

Transactions

Foreign

Alternative

Minimum (AMT) Items

Tax

Other

Foreign gross income sourced at corporate level:

dPassive category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

eGeneral category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

fOther (attach statement). . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Deductions allocated and apportioned at shareholder level:

gInterest expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

hOther. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Deductions allocated and apportioned at corporate level to foreign source income:

iPassive category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

jGeneral category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

kOther (attach statement). . . . . . . . . . . . . . . . . . . . . . . . . . . . .

 

 

Other information:

 

 

 

 

 

l

Total foreign taxes (check one):

 

Paid

 

 

Accrued . . . .

 

m Reduction in taxes for credit (attach statement)

. . . . . . . . . .

 

n

Other foreign tax information (attach statement)

. . . . . . . . . .

15

a

Post-1986 depreciation adjustment

. . . . . .

. . . . . . . . . . . . . .

 

b

Adjusted gain or loss

. . . . . . . . . . . . . .

 

c

Depletion (other than oil and gas). .

. . . . . .

. . . . . . . . . . . . . .

 

d

Oil, gas, and geothermal properties – gross income

 

e

Oil, gas, and geothermal properties – deductions

 

f

Other AMT items (attach schedule)

. . . . . .

. . . . . . . . . . . . . .

16

a

Tax-exempt interest income

. . . . . . . . . . . . . .

 

b

Other tax-exempt income

. . . . . . . . . . . . . .

 

c

Nondeductible expenses

. . . . . . . . . . . . . .

 

d

Property distributions

. . . . . . . . . . . . . .

 

e

Repayment of loans from shareholders

17

a

Investment income

. . . . . . . . . . . . . .

 

b

Investment expenses

. . . . . . . . . . . . . .

 

c

Dividend distributions paid from accumulated earnings and proits

 

d

Other items and amounts (attach schedule)

 

18

a

Related entity expense addback

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

 

b

Related entity expense allowable . .

. . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

19

Income/loss reconciliation (see instructions)

20

Gross income (before deducting expenses) from all activities

Schedule 5M – Analysis of Wisconsin Accumulated Adjustments Account and Other Adjustments Account

1 Balance at beginning of taxable year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 Ordinary income from Schedule 5K, line 1, column d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 Other additions (including separately stated items which increase income) (attach schedule) . . 4 Loss from Schedule 5K, line 1, column d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Other reductions (including separately stated items which reduce income) (attach schedule) . . .

6 Combine lines 1 through 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Distributions other than dividend distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Subtract line 7 from line 6. This is balance at end of taxable year . . . . . . . . . . . . . . . . . . . . .

(a)Accumulated (b) Other Adjustments

 

Adjustments Account

 

Account

 

 

 

 

 

 

 

 

 

 

 

 

()

(

)

(

)