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Use this dialog to use single factor apportionment for investment companies. The information you enter in these fields takes precedence over any entries in the Apportionment Information spreadsheet for this state.
To open the Investment Companies dialog, choose View > Apportionment > Wisconsin tab. Click the Investment companies button. Note that you must have a 1065-WI client open to access this dialog.
Special information for processing Wisconsin returns
The property factor for Form A-1, Part I-E does not have a line for leasehold improvements. If you enter information in the grid for leasehold improvements, the amounts will be combined with buildings on the form. Any amounts entered for Depletable property will not be used in Part I-E.
Fields & buttons
Gross receipts, net of commissions, from sales of trading assets
Gross receipts received on investment contracts
Gross receipts from underwriting services
Other gross receipts or net gains
Gross receipts apportioned to a state where the taxpayer is not taxable
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