Illinois Tax Form – Fill Out and Use This PDF

The Illinois Tax Form IL-1040 is an essential document for residents of Illinois, outlining the individual income tax return process for the fiscal year. This comprehensive form includes sections for personal information, income breakdown, tax exemptions, and credits, aiming to streamline the state tax return process. With over 80% of taxpayers opting for electronic filing, the state encourages individuals to visit tax.illinois.gov for a faster refund. For a smooth and efficient filing experience, click the button below to begin your Illinois Tax Form IL-1040.

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Illinois Tax Form PDF Details

Navigating the intricacies of the Illinois Tax Form, officially known as Form IL-1040 for the Individual Income Tax Return, is a crucial step for residents, part-year residents, and non-residents with income sourced in Illinois. This comprehensive document guides taxpayers through a series of detailed steps starting from personal information entry, encompassing income declaration, deductions, and identifying applicable exemptions to accurately determine the taxable base income. Adding layers of specificity, it involves calculating net income and tax, incorporating specific credits like those for property tax or education expenses, adjusting for other taxes including those for out-of-state purchases, and culminating with the final steps addressing payments, refundable credits, and potential underpayment penalties. Furthermore, this form accommodates choices on refund delivery methods and provides spaces for voluntary charitable donations, underscoring the state's commitment to facilitating taxpayer contributions to society at large. The form emphasizes the option for electronic filing, which over 80% of taxpayers utilize for its convenience and efficiency in speeding up the refund process, thereby highlighting the Illinois Department of Revenue's push towards modernizing and streamlining tax filing procedures.

Question	Answer
Form Name	Illinois Tax Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	illinois irs forms, illinois tax il, illinois department of revenue tax forms, illinois tax forms

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Staple W-2 and 1099 forms here

Staple your check and IL-1040-V

Illinois Department of Revenue	60012201W
2020 Form IL-1040
Individual Income Tax Return	or for ﬁscal year ending	/

Over 80% of taxpayers ﬁle electronically. It is easy and you will get your refund faster. Visit tax.illinois.gov.

Step 1: Personal Information

AEnter personal information and Social Security numbers. You must provide the entire Social Security number for you and your spouse. Do not provide a partial Social Security number.

Your ﬁrst name and initial

Your last name

Year of birth

Your Social Security number

Spouse’s ﬁrst name and initial

Spouse’s last name

Spouse’s year of birth

Spouse’s Social Security number

Mailing address

(See instructions if foreign address)

Apartment number

County (Illinois only)

City

State

ZIP or Postal Code

Foreign Nation, if not United States (do not abbreviate)

Filing status:

Single

Married ﬁling jointly

Married ﬁling separately

Widowed

Head of household

Check If someone can claim you, or your spouse if ﬁling jointly, as a dependent. See instructions.

You

Spouse

DCheck the box if this applies to you during 2020: Nonresident - Attach Sch. NR Part-year resident - Attach Sch. NR

Step 2: Income			(Whole dollars only)
1	Federal adjusted gross income from your federal Form 1040 or 1040-SR, Line 11.	1	.00
2	Federally tax-exempt interest and dividend income from your federal Form 1040 or 1040-SR, Line 2a.	2	.00
3	Other additions. Attach Schedule M.	3	.00
4	Total income. Add Lines 1 through 3.	4	.00

Step 3: Base Income

5 Social Security beneﬁts and certain retirement plan income
received if included in Line 1. Attach Page 1 of federal return.	5	.00

6Illinois Income Tax overpayment included in federal Form 1040 or 1040-SR,

	Schedule 1, Ln. 1.							6	.00
7	Other subtractions. Attach Schedule M.							7	.00
	Check if Line 7 includes any amount from Schedule 1299-C.
8	Add Lines 5, 6, and 7. This is the total of your subtractions.								8		.00
9	Illinois base income. Subtract Line 8 from Line 4.								9		.00

Step 4: Exemptions
10	a Enter the exemption amount for yourself and your spouse. See instructions.							a		.00
	b Check if 65 or older:	You	+	Spouse	# of checkboxes x	$1,000	=	b		.00
	c Check if legally blind:	You	+	Spouse	# of checkboxes x	$1,000	=	c		.00

dIf you are claiming dependents, enter the amount from Schedule IL-E/EIC, Step 2, Line 1.

Attach Schedule IL-E/EIC.	d	.00
Exemption allowance. Add Lines a through d.		10		.00

Step 5: Net Income and Tax

11Residents: Net income. Subtract Line 10 from Line 9.

	Nonresidents and part-year residents: Enter the Illinois net income from Schedule NR. Attach Schedule NR. 11			.00
12	Residents: Multiply Line 11 by 4.95% (.0495). Cannot be less than zero.
	Nonresidents and part-year residents: Enter the tax from Schedule NR.		12	.00
13	Recapture of investment tax credits. Attach Schedule 4255.	`	13	.00
14	Income tax. Add Lines 12 and 13. Cannot be less than zero.		14	.00

Step 6: Tax After Nonrefundable Credits
15	Income tax paid to another state while an Illinois resident. Attach Schedule CR.	15	.00

16Property tax and K-12 education expense credit amount from Schedule ICR.

	Attach Schedule ICR.	16	.00
17	Credit amount from Schedule 1299-C. Attach Schedule 1299-C.	17	.00
18	Add Lines 15, 16, and 17. This is the total of your credits. Cannot exceed the tax amount on Line 14.		18	.00
19	Tax after nonrefundable credits. Subtract Line 18 from Line 14.		19	.00

Step 7: Other Taxes
20	Household employment tax. See instructions.		20	.00

21Use tax on internet, mail order, or other out-of-state purchases from UT Worksheet or UT Table

	in the instructions. Do not leave blank.	21	.00
22	Compassionate Use of Medical Cannabis Program Act and sale of assets by gaming licensee surcharges.	22	.00
23	Total Tax. Add Lines 19, 20, 21, and 22.	23	.00

IL-1040 Front (R-12/20)

Printed by authority of the State of Illinois - web only, 1.

This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of this information is required. Failure to provide information could result in a penalty.

		60012202W

24				24
24		Total tax from Page 1, Line 23.		24	.00

	Step 8: Payments and Refundable Credit
25		Illinois Income Tax withheld. Attach Schedule IL-WIT.	25	.00
26		Estimated payments from Forms IL-1040-ES and IL-505-I,
		including any overpayment applied from a prior year return.	26	.00
27		Pass-through withholding. Attach Schedule K-1-P or K-1-T.	27	.00
28		Earned Income Credit from Schedule IL-E/EIC, Step 4, Line 8. Attach Schedule IL-E/EIC.	28	.00

29	Total payments and refundable credit. Add Lines 25 through 28.	29	.00

Step 9: Total
30	If Line 29 is greater than Line 24, subtract Line 24 from Line 29.	30	.00
31	If Line 24 is greater than Line 29, subtract Line 29 from Line 24.	31	.00

Step 10: Underpayment of Estimated Tax Penalty and Donations - Only complete Step 10 for late-payment penalty for underpayment of estimated tax or to make a voluntary charitable donation.

32 Late-payment penalty for underpayment of estimated tax.

.00

a Check if at least two-thirds of your federal gross income is from farming.

b Check if you or your spouse are 65 or older and permanently living in a nursing home.

c Check if your income was not received evenly during the year and you annualized your income on Form IL-2210. Attach Form IL-2210.

d Check if you were not required to ﬁle an Illinois Individual Income Tax return in the previous tax year.

33	Voluntary charitable donations. Attach Schedule G.	33		.00
34	Total penalty and donations. Add Lines 32 and 33.		34		.00

Step 11: Refund

35If you have an amount on Line 30 and this amount is greater than Line 34, subtract Line 34 from Line 30.

	This is your overpayment.		35	.00
36	Amount from Line 35 you want refunded to you. Check one box on Line 37. See instructions.		36	.00
37	I choose to receive my refund by
	a	direct deposit - Complete the information below if you check this box.

You may also contribute

Routing number

Checking or

Savings

to college savings funds

Account number

here. See instructions!

Illinois Individual Income Tax refund debit card. I acknowledge I have reviewed the card information found at http://tax.illinois.gov/DebitCard prior to making this election.

paper check.

38 Amount to be credited forward. Subtract Line 36 from Line 35. See instructions.	38	.00

Step 12: Amount You Owe

39 If you have an amount on Line 31, add Lines 31 and 34. - or -
If you have an amount on Line 30 and this amount is less than Line 34,
subtract Line 30 from Line 34. This is the amount you owe. See instructions.	39	.00

Step 13: If this is a joint return, both you and your spouse must sign below.

Under penalties of perjury, I state that I have examined this return and, to the best of my knowledge, it is true, correct, and complete.

Sign				(	)
Here	Your signature	Date (mm/dd/yyyy) Spouse’s signature	Date (mm/dd/yyyy) Daytime phone number
	Your signature	Date (mm/dd/yyyy) Spouse’s signature	Date (mm/dd/yyyy) Daytime phone number
Paid					Check if
Paid	Print/Type paid preparer’s name	Paid preparer’s signature	Date (mm/dd/yyyy)	self-employed		Paid Preparer’s PTIN
Preparer	Firm’s name		Firm’s FEIN
Use Only	Firm’s name		Firm’s FEIN
Use Only				(	)
	Firm’s address		Firm’s phone	(	)

Third		(	)		Check if the Department may
Party				discuss this return with the third
	Designee’s name (please print)	Designee’s phone number
Designee				party designee shown in this step.

Refer to the 2020 IL-1040 Instructions for the address to mail your return.

	IL-1040 Back (R-12/20)	DR		AP		RR DC IR ID

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