Fill a Valid Illinois Tax Form

The Illinois Tax Form IL-1040 is the official document used by residents to report their individual income tax to the state of Illinois. This form collects essential information such as personal details, income, exemptions, and tax calculations. Completing the form accurately is crucial for ensuring compliance and receiving any potential refunds.

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Table of Contents

The Illinois Tax form, specifically the IL-1040, is a crucial document for residents and part-year residents of Illinois who need to report their individual income tax. This form requires taxpayers to provide personal information, including Social Security numbers for themselves and their spouses, as well as their filing status. Income reporting is a significant aspect, where individuals must enter their federal adjusted gross income and other relevant income details. Exemptions, which can reduce taxable income, are also detailed on the form, allowing for deductions based on age, blindness, and dependents. The calculation of net income and tax liability follows a structured approach, incorporating various credits and potential taxes owed. Additionally, taxpayers can report payments made throughout the year, including withholding and estimated payments, which can affect their refund or amount due. The form ultimately guides users through determining their tax obligations or refunds, ensuring compliance with state tax regulations.

Example - Illinois Tax Form

Illinois Department of Revenue	60012211W
2021 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 Enter personal information and Social Security numbers (SSN). You must provide the entire SSN(s) - no partial SSN.

A Your ﬁrst name and middle initial

Your last name

Year of birth

Your social security number

Spouse’s ﬁrst name and middle intial

Spouse’s last name

Spouse’s year of birth

Spouse’s social security number

Mailing address (See inst. if foreign address)

Apartment number

City

State

Zip or postal code

Foreign nation if not US (do not abbreviate)

County (Illinois only)

Email address

B Filing status:

Single

Married ﬁling jointly

Married ﬁling separately

Widowed

Head of household

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

You

Spouse

D Check the box if this applies to you during 2021:

Nonresident - Attach Sch. NR

Part-year resident - Attach Sch. NR

Staple W-2 and 1099 forms here

Staple your check and IL-1040-V

Step 2: Income				(Whole dollars only)
Step 2: Income
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 10a through 10d.		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-12/21)

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.

		60012212W
24		60012212W		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		Pass-through entity tax credit. Attach Schedule K-1-P or K-1-T.	28	.00
29		Earned Income Credit from Schedule IL-E/EIC, Step 4, Line 8. Attach Schedule IL-E/EIC.	29	.00

30	Total payments and refundable credit. Add Lines 25 through 29.	30	.00

Step 9: Total
31	If Line 30 is greater than Line 24, subtract Line 24 from Line 30.	31	.00
32	If Line 24 is greater than Line 30, subtract Line 30 from Line 24.	32	.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.

33 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.

34	Voluntary charitable donations. Attach Schedule G.	34		.00
35	Total penalty and donations. Add Lines 33 and 34.		35		.00

Step 11: Refund

36If you have an amount on Line 31 and this amount is greater than Line 35, subtract Line 35 from Line 31.

This is your overpayment.	36	.00
37 Amount from Line 36 you want refunded to you. Check one box on Line 38. See instructions.	37	.00

38I 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

here. See instructions!

Account number

paper check.

39 Amount to be credited forward. Subtract Line 37 from Line 36. See instructions.	39	.00

Step 12: Amount You Owe

40 If you have an amount on Line 32, add Lines 32 and 35. - or -
If you have an amount on Line 31 and this amount is less than Line 35,
subtract Line 31 from Line 35. This is the amount you owe. See instructions.	40	.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	Your signature	Date (mm/dd/yyyy) Spouse’s signature	Date (mm/dd/yyyy) Daytime phone number
Here				(	)
				(	)
Paid	Print/Type paid preparer’s name	Paid preparer’s signature	Date (mm/dd/yyyy)		Check if	Paid Preparer’s PTIN
Paid				self-employed
Preparer	Firm’s name		Firm’s FEIN
Use Only	Firm’s name		Firm’s FEIN
Use Only				(	)
	Firm’s address		Firm’s phone	(	)

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

Refer to the 2021 IL-1040 Instructions for the address to mail your return.

IL-1040 Back (R-12/21)

RR DC IR ID

▼ PDF

Document Breakdown

Fact Name	Details
Form Type	This is the Illinois Individual Income Tax Return (Form IL-1040).
Filing Method	Over 80% of taxpayers file this form electronically, which is faster for refunds.
Governing Law	This form is authorized under the Illinois Income Tax Act.
Personal Information Requirement	Taxpayers must provide complete Social Security numbers for themselves and their spouses.
Filing Status Options	Available statuses include Single, Married filing jointly, Married filing separately, Widowed, and Head of household.
Exemption Amounts	Exemption amounts vary based on age, blindness, and dependents claimed.
Refund Options	Taxpayers can choose to receive refunds via direct deposit or paper check.

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