Illinois Individual Income Tax Return

Individual Income Tax Return
2023 IL-1040, Individual Income Tax Return
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Illinois Department of Revenue

2023 Form IL-1040

Individual Income Tax Return
	

Step 1: Personal Information

	
A Your first name and middle initial
				

*60012231W*
or for fiscal year ending

/

Enter personal information and Social Security numbers (SSN). You must provide the entire SSN(s) - no partial SSN.
Your last name

				

Spouse’s first name and middle initial

		

Year of birth

	

Spouse’s last name

Mailing address (See inst. if foreign address)

Apartment number

Foreign nation if not US (do not abbreviate)

County (Illinois only)

Your social security number

			

		 		

Spouse’s year of birth Spouse’s social security number
State

City

Zip or postal code

	

	
	

B Filing status:

Single

Married filing jointly  

Email address

Married filing separately  

Widowed

C Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions.
D Check the box if this applies to you during 2023:

Nonresident - Attach Sch. NR

Head of household
You

Spouse

Part-year resident - Attach Sch. NR

Staple W-2 and 1099 forms here

(Whole dollars only)
	 Step 2: Income
	 1	 Federal adjusted gross income from your federal Form 1040 or 1040-SR, Line 11. 												
	 1	
	 2	 Federally tax-exempt interest and dividend income from your federal Form 1040 or 1040-SR, Line 2a.	
		2	
	 3	 Other additions. Attach Schedule M. 																				 3	
	 4	 Total income. Add Lines 1 through 3. 	
																		 4	
	 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		
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	6	 Illinois 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
	8	 Add Lines 5, 6, and 7. This is the total of your subtractions.																	 8	
	9	 Illinois base income. Subtract Line 8 from Line 4. 																			9	
	 Step 4: Exemptions - See instructions for income limitations
	 10	a	 Enter the exemption amount for yourself and your spouse. See instructions. 	 						 a
.00
	 	
b C
	 heck 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

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

Staple your check and IL-1040-V

	 	
	 12	
		
	 13	
	 14	

	
Nonresidents and part-year residents: Enter the Illinois net income from Schedule NR. Attach Schedule NR.	11		
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	
	
Recapture of investment tax credits. Attach Schedule 4255. 			
`				 13		
Income tax. Add Lines 12 and 13. Cannot be less than zero. 		
					 14		

	 Step 6: Tax After Nonrefundable Credits
	 15	 Income tax paid to another state while an Illinois resident. Attach Schedule CR. 								15	
.00
	 16	 Property tax, K-12 education expense, and volunteer emergency worker 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		
	 19	 Tax after nonrefundable credits. Subtract Line 18 from Line 14. 																 19		
	 Step 7: Other Taxes
	 20 	 Household employment tax. See instructions. 																			 20	
	 21	 Use 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		
	 22	 Compassionate Use of Medical Cannabis Program Act and sale of assets by gaming licensee surcharges.		 22	
	23	Total Tax. Add Lines 19, 20, 21, and 22. 																			 23	
	
IL-1040 Front (R-12/23) Printed by authority of the state
of Illinois. Electronic only, one copy.

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.

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*60012232W*

24 Total tax from Page 1, Line 23.																		
Step 8: Payments and Refundable Credit
25	 Illinois Income Tax withheld. Attach Schedule IL-WIT.						 25	
26	 Estimated payments from Forms IL-1040-ES and IL-505-I,
including
			
any overpayment applied from a prior year return.
					 26	
27	 Pass-through withholding. Attach Schedule K-1-P or K-1-T.						 27	
28	 Pass-through entity tax credit. Attach Schedule K-1-P or K-1-T.						28	
29 	 Earned Income Credit from Schedule IL-E/EIC, Step 4, Line 9. Attach Schedule IL-E/EIC.			29	
30	 Total payments and refundable credit. Add Lines 25 through 29. 										

24	

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30

Step 9: Total
31	 If Line 30 is greater than Line 24, subtract Line 24 from Line 30. 									
		
31
32	 If Line 24 is greater than Line 30, subtract Line 30 from Line 24.
32
	Step 10: Underpayment of Estimated Tax Penalty and Donations
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.

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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
Step 11: Refund or Amount you owe	
36	 If 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
37	 Amount from Line 36 you want refunded to you. Check one box on Line 38. See instructions.			37

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38	 I choose to receive my refund by
a	 direct deposit - Complete the information below if you check this box.
You may also contribute
						
to college savings funds
here. See						
instructions!

Routing number

Checking or

Savings

Account number

b	 paper check.
39	 Amount to be credited forward. Subtract Line 37 from Line 36. See instructions.								
	

39

.00

40	 If you have an amount on Line 32, add Lines 32 and 35. If you have an amount on Line 31, and this amount
is less than Line 35, subtract Line 31 from Line 35. If Lines 31 and 32 are blank (zero), enter the amount
from Line 35. This is the amount you owe. See instructions.											 40

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Step 12: Health Insurance Checkbox and Signature
41
Check this box and include your email address in Step 1 if IDOR may share your income information with other Illinois state
	

agencies in order to determine your eligibility for health insurance benefits. See instructions for more information.

Signature - Note: 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
Paid
Preparer
Use Only
Third
Party
Designee

Date (mm/dd/yyyy) Spouse’s signature

Your signature

Date (mm/dd/yyyy)

Daytime phone number

(
Print/Type paid preparer’s name

Paid preparer’s signature

Date (mm/dd/yyyy)

Firm’s name

Firm’s FEIN

Firm’s address

Firm’s phone

Designee’s name (please print)

Check if Paid Preparer’s PTIN
	self-employed

(

)

Check if the Department may
discuss this return with the third
party designee shown in this step.

Designee’s phone number

(

)

)

Refer to the 2023 IL-1040 Instructions for the address to mail your return.
.

IL-1040 Back (R-12/23)

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