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Illinois Department of Revenue
*63612231W*
2023 Form IL-1041
Fiduciary Income and Replacement Tax Return
Due on or before the 15th day of the 4th month following the close of the tax year.
If this return is not for calendar year 2023, enter your fiscal tax year here. Enter the amount you are paying.
Tax year beginning 20 , ending 20
month day year month day year
This form is for tax year ending on or after December 31, 2023, and before December 31, 2024. $
For all other situations, see instructions to determine the correct form to use.
Step 1: Identify your fiduciary G Enter your federal employer identification number
A Enter your complete legal business name. (FEIN).
If you have a name change, check this box.
Name: H Check this box if you completed federal
B Enter your mailing address. Form 8886 and attach a copy to this return.
C/O: I Check this box if your residency is not in
Illinois and you attached Illinois Schedule NR.
Mailing address:
J Check this box if you attached Illinois
City: State: ZIP: Schedule 1299-D.
C Check the box that identifies your fiduciary. Trust Estate K Check this box if you attached Form IL-4562.
D Check the box if any of the following apply. (You may check multiple boxes.) L Check this box if you attached Illinois
Electing small business trust (ESBT) Individual bankruptcy estate Schedule M (for businesses).
Complex trust or estate w/o distributions Grantor trust M Check this box if you attached Schedule 80/20.
E If this is the first or final return, check the applicable box(es). N If you are making a discharge of indebtedness
First return adjustment on Schedule NLD or Form IL-1041,
Line 28, check this box, and attach federal
Final return (Enter the date of termination. )
mm dd yyyy Form 982.
F Check your method of accounting. O Check this box if you are a 52/53 week filer.
Cash Accrual Other
Step 2: Figure your income or loss A B
Beneficiaries Fiduciary
(Whole dollars only) (Whole dollars only)
1 Federal taxable income from U.S. Form 1041, Line 23. 1 00
2 Federal net operating loss deduction from
U.S. Form 1041, Line 15b. This amount cannot be negative. 2 00
3 Taxable income of ESBT, if required. See instructions. 3 00
4 Exemption claimed on U.S. Form 1041, Line 21. 4 00
5 Illinois income and replacement tax and surcharge deducted in
arriving at Line 1. 5a 00 5b 00
6 State, municipal, and other interest income excluded from Line 1. 6a 00 6b 00
7 Illinois Special Depreciation addition. Attach Form IL-4562. 7a 00 7b 00
8 Related-Party Expenses addition. Attach Schedule 80/20. 8a 00 8b 00
9 Distributive share of additions. Attach Schedule(s) K-1-P or K-1-T. 9a 00 9b 00
10 Other additions. Attach Illinois Schedule M (for businesses). 10a 00 10b 00
11 Add Column B, Lines 1 through 10b. This amount is your income or loss. 11 00
Report Column A, Lines 5a through 10a, on Schedule K-1-T, Step 5.
Attach your payment and Form IL-1041-V here .
IR NS DR
This form is authorized as outlined by the Illinois Income Tax Act. Disclosure of this
IL-1041 (R-12/23) information is REQUIRED. Failure to provide information could result in a penalty. Page 1 of 5
