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Apportionment Information > Investment Companies dialog (1120-WI)
Show all hidden content
Use the
Investment Companies
screen to enter alternate apportionment for this state. The information you enter here takes precedence over any entries in the Apportionment
spreadsheet for this state.Select
View
, Apportionment
, the Wisconsin
tab, then Investment Companies
.note
You'll need to have a Wisconsin return open.
Fields and buttons — Receipts factor group box
Gross brokerage commissions
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Gross margin interest earned
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Gross account maintenance fees
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Gross receipts, net of commissions, from sales of trading assets
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Trading assets sourced
UltraTax CS transfers the information you enter here to the applicable part of Schedule A-06.
Gross receipts received on investment contracts
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Gross receipts from underwriting services
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Other gross receipts from net gains
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.Gross receipts apportioned to a state where the taxpayer is not taxable
UltraTax CS transfers the information you enter here to
Wisconsin
and Total Company
on Schedule A-06.