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The Illinois Tax Form, specifically the IL-1040, serves as a crucial document for residents and part-year residents of Illinois to report their individual income tax. This form requires taxpayers to provide essential personal information, including Social Security numbers for both the taxpayer and their spouse, if applicable. It also prompts individuals to indicate their filing status, which can range from single to married filing jointly, among others. Income reporting is a significant component of the form, where taxpayers must disclose their federal adjusted gross income, as well as any federally tax-exempt interest and other additions. After establishing total income, the form guides users through the calculation of base income, allowing for specific subtractions such as Social Security benefits and other eligible deductions. Exemptions are also addressed, providing taxpayers the opportunity to reduce their taxable income based on age, blindness, or dependents. Once these calculations are complete, the form leads individuals through determining their net income, tax obligations, and any applicable credits that may reduce their overall tax liability. Finally, the form includes sections for payments made, any potential refunds, and amounts owed, ensuring that all aspects of an individual’s tax situation are comprehensively covered.

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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)

 

 

 

 

 

 

 

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

24

 

 

 

Total tax from Page 1, Line 23.

 

 

.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.

33

 

.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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b

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

 

 

 

self-employed

 

Preparer

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

 

 

 

(

)

 

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)

DR

 

AP

 

RR DC IR ID
➤ PDF File

Form Specifications

Fact Name Details
Form Type The Illinois Form IL-1040 is the Individual Income Tax Return form used by residents and nonresidents for filing state income taxes.
Filing Method Over 80% of taxpayers in Illinois file their returns electronically, which is encouraged for faster refunds.
Governing Law This form is authorized under the Illinois Income Tax Act, which outlines the requirements for income tax reporting and payment.
Personal Information Requirement Taxpayers must provide complete personal information, including full Social Security numbers for themselves and their spouses.

Illinois Tax: Usage Guidelines

Completing the Illinois Tax form is a straightforward process, but it requires attention to detail to ensure accuracy. Follow the steps carefully to fill out the form correctly. After completing the form, you will need to gather any required attachments, such as W-2 and 1099 forms, and submit it to the Illinois Department of Revenue.

  1. Step 1: Personal Information
    • Enter your first name, middle initial, last name, and year of birth.
    • Provide your Social Security number. Ensure it is complete.
    • Do the same for your spouse, if applicable.
    • Fill in your mailing address, including the apartment number, county, city, state, and ZIP code.
    • Select your filing status: Single, Married filing jointly, Married filing separately, Widowed, or Head of household.
    • Check the box if someone can claim you or your spouse as a dependent.
    • Indicate if you are a nonresident or part-year resident by checking the appropriate box.
  2. Step 2: Income
    • Enter your federal adjusted gross income from your federal Form 1040 or 1040-SR, Line 11.
    • Input federally tax-exempt interest and dividend income from Line 2a of your federal form.
    • List any other additions and attach Schedule M.
    • Add the amounts from Lines 1 through 3 to find your total income.
  3. Step 3: Base Income
    • Enter any Social Security benefits and retirement plan income included in Line 1. Attach Page 1 of your federal return.
    • Input any Illinois Income Tax overpayment included in your federal Schedule 1.
    • List other subtractions and attach Schedule M.
    • Add the amounts from Lines 5, 6, and 7 to find your total subtractions.
    • Subtract Line 8 from Line 4 to determine your Illinois base income.
  4. Step 4: Exemptions
    • Enter the exemption amount for yourself and your spouse.
    • Check if you or your spouse are 65 or older.
    • Check if you or your spouse are legally blind.
    • If claiming dependents, enter the amount from Schedule IL-E/EIC.
    • Add the amounts from Lines a through d to get the total exemption allowance.
  5. Step 5: Net Income and Tax
    • Subtract Line 10 from Line 9 for residents, or enter the Illinois net income from Schedule NR for nonresidents.
    • Multiply the net income by 4.95% for residents or enter the tax from Schedule NR for nonresidents.
    • Add any recapture of investment tax credits from Schedule 4255.
    • Add the amounts from Lines 12 and 13 to find your total income tax.
  6. Step 6: Tax After Nonrefundable Credits
    • Enter any income tax paid to another state while an Illinois resident.
    • Input property tax and K-12 education expense credit amounts from Schedule ICR.
    • List any credit amounts from Schedule 1299-C.
    • Add the amounts from Lines 15, 16, and 17 for total credits.
    • Subtract Line 18 from Line 14 to determine tax after nonrefundable credits.
  7. Step 7: Other Taxes
    • Enter any household employment tax.
    • Input use tax on out-of-state purchases.
    • List any surcharges related to the Compassionate Use of Medical Cannabis Program.
    • Add the amounts from Lines 19, 20, 21, and 22 for total tax.
  8. Step 8: Payments and Refundable Credit
    • Enter Illinois Income Tax withheld.
    • Input any estimated payments made.
    • List pass-through withholding.
    • Enter Earned Income Credit from Schedule IL-E/EIC.
    • Add Lines 25 through 28 for total payments and refundable credit.
  9. Step 9: Total
    • If Line 29 is greater than Line 24, subtract Line 24 from Line 29.
    • If Line 24 is greater than Line 29, subtract Line 29 from Line 24.
  10. Step 10: Underpayment of Estimated Tax Penalty and Donations
    • Complete this step only if applicable for late-payment penalty or charitable donations.
    • List any late-payment penalty for underpayment of estimated tax.
    • Input any voluntary charitable donations.
    • Add Lines 32 and 33 for total penalty and donations.
  11. Step 11: Refund
    • If you have an overpayment, subtract Line 34 from Line 30.
    • Indicate how you want your refund: direct deposit or paper check.
    • Complete any additional information required for direct deposit.
    • Calculate the amount to be credited forward, if applicable.
  12. Step 12: Amount You Owe
    • If you owe money, calculate the amount based on the instructions provided.
  13. Step 13: Signatures
    • Both you and your spouse must sign and date the return.
    • Provide the daytime phone number and any preparer information if applicable.

Your Questions, Answered

What information do I need to provide when filling out the Illinois Tax form?

When completing the Illinois Tax form, you must provide personal information for yourself and your spouse, if applicable. This includes full names, Social Security numbers, dates of birth, and your mailing address. Ensure that you do not submit partial Social Security numbers. Additionally, you will need to indicate your filing status, which can be single, married filing jointly, married filing separately, widowed, or head of household. If applicable, check the box if someone can claim you or your spouse as a dependent.

How do I calculate my total income on the Illinois Tax form?

Total income is calculated by adding your federal adjusted gross income, federally tax-exempt interest and dividend income, and any other additions as indicated on the form. The total is found by summing the amounts listed on Lines 1 through 3. Ensure that all amounts are entered in whole dollars only to avoid calculation errors.

What are exemptions, and how do I claim them on the Illinois Tax form?

Exemptions reduce your taxable income and can be claimed for yourself, your spouse, and any dependents. On the form, you will find specific lines to enter exemption amounts. For yourself and your spouse, you will enter the exemption amount based on your age and whether you are legally blind. If you have dependents, you will also need to complete and attach Schedule IL-E/EIC to claim those exemptions. The total exemption allowance is calculated by adding all applicable amounts.

What should I do if I overpaid my taxes?

If you find that you have overpaid your taxes, you can claim a refund on your Illinois Tax form. This is done by calculating the difference between your total payments and the total tax owed. If your total payments exceed the tax amount, the form will guide you to the section where you can specify the amount you wish to have refunded. You may choose to receive your refund via direct deposit or a paper check.

How do I file my Illinois Tax form?

You have the option to file your Illinois Tax form electronically or by mail. Over 80% of taxpayers choose electronic filing because it is typically faster and more efficient, allowing for quicker refunds. If you prefer to file by mail, ensure that you staple your W-2 and 1099 forms to the front of your completed IL-1040. Follow the instructions provided on the form for the correct mailing address based on your situation.

Common mistakes

  1. Incomplete Personal Information: Ensure that all names, Social Security numbers, and birth years are complete and accurate for both you and your spouse.

  2. Incorrect Filing Status: Double-check your filing status. Choosing the wrong status can affect your tax rate and exemptions.

  3. Missing Attachments: Remember to attach required documents, such as W-2 and 1099 forms, as well as any necessary schedules.

  4. Errors in Income Reporting: Report your federal adjusted gross income accurately. Mistakes can lead to penalties or delays.

  5. Neglecting Exemptions: Don’t forget to claim exemptions for yourself, your spouse, and any dependents. This can significantly lower your taxable income.

  6. Ignoring Tax Credits: Make sure to include any tax credits you qualify for, such as credits for property taxes or K-12 education expenses.

  7. Incorrect Calculation of Tax: Double-check your math. An error in calculating your total tax can lead to underpayment or overpayment.

  8. Missing Signatures: If filing a joint return, both spouses must sign. An unsigned return may be considered invalid.

  9. Failure to Review Instructions: Always read the instructions carefully. They contain crucial information that can help you avoid mistakes.

  10. Late Filing: Submit your return on time to avoid penalties. If you need more time, consider filing for an extension.

Documents used along the form

When filing taxes in Illinois, several forms and documents often accompany the Illinois Tax Form IL-1040. These documents help provide additional information, support claims, and ensure compliance with state tax regulations. Below is a list of commonly used forms that taxpayers may need to include with their Illinois tax return.

  • W-2 Form: This form reports wages and the taxes withheld from an employee's paycheck. Employers must provide this document to their employees by January 31 each year.
  • 1099 Form: This form is used to report various types of income other than wages, salaries, and tips. Different versions of the 1099 exist for different types of income, such as freelance work or interest payments.
  • IL-1040-V: This payment voucher is used when sending a payment with your Illinois tax return. It helps ensure that your payment is properly credited to your account.
  • Schedule NR: Nonresidents and part-year residents use this schedule to report income earned in Illinois. It helps determine the correct tax liability based on the amount of time spent in the state.
  • Schedule M: This schedule is used to report additional income or subtractions from income that are not included on the main tax form. It provides a detailed account of these adjustments.
  • Schedule IL-E/EIC: This schedule is for claiming the Earned Income Credit and other exemptions. It requires specific information about dependents and income levels.
  • Schedule CR: Taxpayers who have paid income tax to another state can use this schedule to claim a credit against their Illinois tax liability, preventing double taxation.
  • Schedule ICR: This schedule is used to claim property tax and K-12 education expense credits. It requires information about property taxes paid and eligible educational expenses.

Understanding these forms can simplify the tax filing process and help ensure that taxpayers accurately report their income and claim all eligible credits. By preparing the necessary documentation, individuals can navigate their tax obligations more effectively.

Similar forms

  • Federal Form 1040: Both the Illinois Tax form and the Federal Form 1040 require personal information, income details, and deductions. They both have sections for reporting income, claiming exemptions, and calculating tax liabilities.
  • W-2 Form: The Illinois Tax form and the W-2 both report wages earned and taxes withheld. The W-2 is submitted as part of the Illinois Tax form, providing necessary income information for accurate tax calculations.
  • 1099 Form: Similar to the W-2, the 1099 form reports various types of income other than wages. This information is also required on the Illinois Tax form to determine total income.
  • Schedule NR: The Illinois Tax form includes a provision for nonresidents and part-year residents to report their income through Schedule NR, similar to how other tax forms allow for special circumstances in income reporting.
  • Schedule M: Both the Illinois Tax form and Schedule M allow taxpayers to report additional income or subtractions. This helps in accurately calculating the total income subject to tax.
  • Schedule ICR: The Illinois Tax form and Schedule ICR both address property tax credits. Taxpayers use these schedules to claim credits that can reduce their overall tax liability.

Dos and Don'ts

When filling out the Illinois Tax form, it is essential to follow certain guidelines to ensure accuracy and compliance. Here are four things you should and shouldn't do:

  • Do provide complete personal information. Include your full name, Social Security number, and that of your spouse if applicable. Missing information can delay processing.
  • Don't use a partial Social Security number. Always provide the entire number. Incomplete information can lead to complications.
  • Do attach all required documents. Ensure you staple your W-2 and 1099 forms, as well as any necessary schedules, to the front of your tax return.
  • Don't leave any sections blank. If a question does not apply to you, indicate that instead of leaving it empty. This helps prevent confusion.

Misconceptions

  • Filing electronically is complicated. Many people believe that filing electronically is difficult. In reality, over 80% of taxpayers file electronically because it is straightforward and often leads to faster refunds.
  • All income needs to be reported. Some individuals think they can omit certain types of income. However, all sources of income, including federal adjusted gross income and tax-exempt interest, must be reported on the form.
  • Social Security numbers can be partial. There is a misconception that you can provide a partial Social Security number. The form requires the full Social Security numbers for both you and your spouse.
  • Filing status is irrelevant. Some taxpayers feel that their filing status does not affect their tax return. In fact, your filing status can significantly impact your tax rate and available deductions.
  • Exemptions are automatic. It is a common belief that exemptions are automatically applied. Taxpayers must actively claim exemptions for themselves, their spouse, and any dependents.
  • Tax credits and deductions are the same. Many confuse tax credits with deductions. Tax credits reduce the amount of tax owed directly, while deductions lower taxable income.
  • You can skip attaching required schedules. Some people think they can submit the form without necessary attachments. However, failing to attach required schedules can lead to processing delays or penalties.
  • Refunds are always issued as checks. Taxpayers often assume refunds will be sent as paper checks. In fact, you can choose to receive refunds via direct deposit, which is faster and more secure.
  • Only residents need to file. There is a misconception that only full-year residents of Illinois must file. Nonresidents and part-year residents are also required to file if they meet certain income thresholds.

Key takeaways

  • Personal Information is Crucial: When filling out the Illinois Tax form, ensure that you provide complete personal information, including full Social Security numbers for both you and your spouse. Incomplete information can lead to delays or complications in processing your return.
  • Filing Status Matters: Choose the correct filing status—whether single, married filing jointly, married filing separately, widowed, or head of household. This choice impacts your tax rate and potential deductions.
  • Income Reporting: Report your income accurately. Make sure to include your federal adjusted gross income and any other additions or subtractions as specified in the form. Misreporting income can result in penalties or additional taxes owed.
  • Exemptions Can Reduce Taxable Income: Take advantage of exemptions for yourself, your spouse, and any dependents. This can significantly lower your taxable income and, consequently, your tax liability.
  • Refunds and Payments: Be mindful of how you want to receive any potential refund. You can opt for direct deposit or a paper check. Additionally, ensure that you accurately calculate any amounts owed to avoid penalties.