Solved: Need help please with e-filing a Wisconsin return that requires attachments.

Maxine · ‎12-07-2019

I'm trying to get a WI return out that contains form OS which requires pdf attachments. I have attached everything required, the attachments are listed on page 2 of the WI informaton sheet. However there is a form W-RA being generated for mailing in the forms that are electronically attached. And e-file instructions say that taxpayers need to review and sign the W-RA before e-filing. There are no signature lines on the W-RA. Do I still have to mail in the other state return and requested attachments with W-RA even thought they are pdf attached to the electronically filed return and where the heck do the taxpayer's sign and date this form if I do have to mail it in?

shyanne-2 · ‎12-07-2019

As far as I know, if you have attached the other state to WI, you do not need to send in the W-RA. I never do and have never been notified that I was doing something wrong. And you're right, there is no signature line on that form. Hope this helps!

View solution in original post

shyanne-2 · ‎12-07-2019

As far as I know, if you have attached the other state to WI, you do not need to send in the W-RA. I never do and have never been notified that I was doing something wrong. And you're right, there is no signature line on that form. Hope this helps!

Terry53029 · ‎12-07-2019

I always attach the W-RA the last couple of years. Had called Wi Dept of Revenue for a client of mine, as a credit was delayed, and they told me you need to mail it in or attach pdf. They do not contact you if it is not attached, but it delays things.

Maxine · ‎12-07-2019

I did also attach the W-RA, thinking that might change the e-file instructions, it didn't but will leave attached. Thank you both so much for your help.

shyanne-2 · ‎12-07-2019

I don't understand why WI would need the hard copy via W-RA AND the pdf. I do many of these every year and none of my clients' refunds were ever held up.

Terry53029 · ‎12-07-2019

For all electronically filed homestead credit claims, Form W-RA, Required Attachments for Electronic Filing, along with the required attachment(s), must be submitted (either electronically or by mail) to the department within 48 hours of receiving your Wisconsin acknowledgment.

Need help please with e-filing a Wisconsin return that requires attachments.

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.