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    Wisconsin Sch I (eye) adjustments

    Ran into a couple scenarios that I want to see how other Wisconsin-filers are handling. They're somewhat similar in how much does Federal income need to be recalc'ed for WI purposes:

    1) Difference in depreciation between Fed & WI on a Sch C -- stems from taking the 50% bonus depreciation in 04. Last year's return from a new client -- the preparer not only calculated the difference in depreciation and properly recorded that on Sch I, but then also calculated how much different the deduction for 1/2 of Self-Employment Tax would have been and included that difference on Sch I. I was not aware of any need to recalculate the 1/2 Self-Employment Tax deduction -- is that supposed to be done / does anyone else do that?

    2) Tuition for out-of-state school. Entered this on the Tuition/Fees Deduction for Federal; this deduction resulted in client now qualifying for Earned Income Credit. Backed out T/F Deduction on Sch I, and did not do a Form 1 line 11 subtraction since it was out-of-state. But this resulted in client qualifying for EIC on WI (4% of the Federal EIC - 1 child). Are we supposed to recalculate what the Federal EIC would have been without the T/F Deduction (which WI does not recognize and therefore is a Sch I adjustment), or do we just blindly take the Fed EIC and multiply by 4%?

    Any insights or cites would be welcome!
    Bill

    #2
    As a fellow WI tax preparer your post struck my curiosity. I have returns in the first scenario but not the second this year. I adjusted (or should I say Lacerte adjusted) only for the depreciation difference and not the SE tax effect.

    I pulled up the Schedule I instrucions. They say a list of items requiring adjusted for can be found in the following pages called "Items Requiring Adjustment". These include depreciation and Tuition deduction. Self employment tax and EIC are not listed. I read the instructions that only the items listed need to be adjusted for.

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      #3
      Cross posted...

      I also posted the same question on the ATX Community forum, so you may be interested in cruising that thread... http://www.atxcommunity.com/index.php?showtopic=112

      Doesn't seem like too much of a consensus.

      Bill

      Comment


        #4
        Still researching question 1.

        As for the EIC - it is based the percentage of the Federal credit, regardless of changes in Wisconsin income due to Schedule I adjustments and Addition or Subtraction Modifications.

        Do you get Robert Kuehn's Wisconsin Tax Guide - it is an excellent book that every Wisconsin tax preparer should have - well worth every penny!
        http://www.viagrabelgiquefr.com/

        Comment


          #5
          Schedule I Adjustment for ½ SE Tax

          Hi!

          I just joined this forum so as to respond to the question of whether or not one also needs to adjust the one-half SE Tax deduction on Schedule I, due to a separate Schedule I adjustment affecting the net profit on Schedule C or F.

          Yes is the quick answer. I just posted a lengthier response (a PDF file) at our website. Here is the link: http://www.datpub.com/tax_topics.html

          Bob Kuehn
          D.A.T. Publishers

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