Illinois Amended Individual Income Tax Return

Amended Individual Income Tax Return
2023 Form IL-1040-X Amended Individual Income Tax Return
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Illinois Department of Revenue

2023 Form IL-1040-X

Amended Individual Income Tax Return

*61512231W*

Step 1: Personal Information - Enter personal information and Social Security numbers (SSN).
A 	 Your first name and middle initial
Spouse’s first name and middle initial
				

REV 12

You must provide the entire SSN(s) - no partial SSN.

Your last name

Year of birth

Spouse’s last name

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

Mailing address (See inst. if foreign address)

Apartment number

Foreign nation if not US (do not abbreviate)

County (Illinois only)

Your social security number

State

City

Zip or postal code

Email address

B Check the box if your Social Security number(s), name(s), or address listed above are different from your previously filed return.
C Filing status:
Single
Married filing jointly
Married filing separately
Widowed
D Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions.
E Check the box if this applies to you during 2023.

Nonresident - Attach Schedule NR

Head of household
You

Spouse

Part-year resident - Attach Schedule NR

Staple your check and IL-1040-X-V here.

Staple W-2 and 1099 forms here.

	If you are changing your Illinois return due to a change to your federal return that resulted in an overpayment, do not file this form until you receive
notification the Internal Revenue Service (IRS) accepted the changes.

Step 2: Income
1 	Federal adjusted gross income
2	 Federally tax-exempt interest and dividend income		
3	 Other additions. Attach Schedule M.	
4	 Total income. Add Lines 1 through 3.
Step
	 3: Base Income
5 	Social Security benefits and certain retirement plan income.
A
	 ttach federal Form 1040 or 1040-SR, Page 1. 	

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2	
3	
4	

Corrected figures
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6 	Illinois Income Tax overpayment included in federal Form 1040 or 1040-SR, Schedule 1, Line 1.

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A
	 ttach federal Form 1040 or 1040-SR, Schedule 1.	
6	
7 	Other subtractions. Attach Schedule M.	
7	
8 	Total subtractions. Add Lines 5 through 7.
8	
9 	Illinois base income. Subtract Line 8 from Line 4.
9	
Step
	 4: Exemptions - See instructions before completing Step 4.
10	 a Enter the exemption amount for yourself and your spouse. See Instructions.	
	 10a	
b Check if 65 or older: 	
You +
Spouse # of checkboxes x $1,000 =
	10b	
c Check if legally blind: 	 You +
Spouse # of checkboxes x $1,000 =
	 10c	
d If you are claiming dependents, enter the amount from Sch. IL-E/EIC, Step 2, Line 1. Attach Sch. IL-E/EIC.		10d	
Exemption allowance. Add Lines 10a through 10d.
10	
Step
	 5: Net Income and tax
11 	 Residents only: Net income. Subtract Line 10 from Line 9.	

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11	

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14	

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Step 6: Tax After Nonrefundable Credits
15	 Credit from Schedule CR. Attach Schedule CR.	
16	 Property tax, K-12 education expense, and volunteer emergency worker credit from Schedule ICR.

15	

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19	

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Step 7: Other Taxes
20	 Household employment tax				
21	 Use tax reported on your original return. You cannot change the use tax

20

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

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

from what you originally reported. See instructions.
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‑X 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.

Official Use

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*61512232W*

24	 Total tax. Enter the amount from Line 23.	

			 24	 	

Step 8: Payments and Refundable Credit
25	 Illinois Income Tax withheld. Attach Schedule IL-WIT. 	
		
26	 Estimated payments from Forms IL-1040-ES and IL-505-I, including any overpayment applied from a

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	 25	 	

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		 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 amount paid with original return and additional tax paid after return filed. See instructions.		30		
31	 Total payments and refundable credit. Add Lines 25 through 30.				 31		

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Step 9: Corrected Total Overpayment or Underpayment
32	If Line 31 is greater than Line 24, subtract Line 24 from Line 31. This is your adjusted overpayment.		
33	If Line 24 is greater than Line 31, subtract Line 31 from Line 24. This is your adjusted underpayment.		

32 	
33 	

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Step 10: Adjusted Refund or Amount You Owe
34	 Overpayment, if any, as shown on your original Form IL-1040, Line 31, or as adjusted by the
		 Department. Do not include interest you received. See instructions. 		 		 34	 	
35	 Overpayment. If Line 32 is greater than Line 34, subtract Line 34 from Line 32.				 35	 	
36	 Amount from Line 35 you want refunded to you. I choose to receive my refund by		 		36		
		 a	
direct deposit - Complete the information below if you check this box.
			Routing number
			Account number

Checking or

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Savings

	
b	 paper check.
37	 Subtract Line 36 from Line 35. This amount will be applied to your estimated tax. See instructions.		
37	 	
38	 Amount you owe. If you have an amount on Line 32 and this amount is less than Line 34, subtract
	

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		 Line 32 from Line 34. If you have an amount on Line 33, add Lines 33 and 34. If Lines 32 and 33 are
		 blank (zero),	enter the amount from Line 34.				 38		

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	 	11: Amended Information 	
Step
A Check the box that identifies why you are making this change. ** Attach a copy of your federal finalization. See instructions. 	
		 **Federal change accepted on ____ ___ ____	
**NOL accepted on ____ ____ ____
	
Month Day Year 		
Month Day Year
B On what date did you file your original Form IL-1040 or your latest Form IL-1040-X?	

State change

______/______/______

													

Month

Day

C Did you file a federal Form 1040X or Form 1045? If “Yes,” you must attach a copy to this form. See instructions.			
D Explain, in detail, the reason(s) for filing this amended return. Attach a separate sheet if needed.

Year

Yes

No

Step 12: Signature
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)

Date (mm/dd/yyyy) Spouse’s signature

Daytime phone number

(

Paid
Preparer
Use Only
Third
Party
Designee

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)

Designee’s phone number

(

)

)

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.

Refer to the 2023 IL-1040-X Instructions for required attachments and the address to mail your return.
IL-1040-X Back (R-12/23)

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