Fiduciary Income and Replacement Tax Draft Forms
| Status |
Post Date |
Form |
Title |
Instructions |
|---|---|---|---|---|
| Tent. Final | 09/14/23 | IL-1041-V specs IL-1041-V |
Payment Voucher for Fiduciary Income and Replacement Tax | N/A |
| Tent. Final | 09/14/23 | IL-1041-X-V specs IL-1041-X-V |
Payment Voucher for Amended Fiduciary Income and Replacement Tax | N/A |
| Tent. Final | 09/14/23 | 2023 IL-1041 |
Fiduciary Income and Replacement Tax Return (includes Schedule D) | Instructions-Coming soon |
| Tent. Final | 09/14/23 | 2023 IL-1041-X | Amended Fiduciary Income and Replacement Tax Return (includes Schedule D) | Instructions (posted 11/13/23) |
| No change | 09/14/23 | IL-56 | Notice of Fiduciary Relationship | Instructions (posted 10/27/23) |
| No change | 09/14/23 | IL-477 | Replacement Tax Investment Credits | Instructions (posted 10/27/23) |
| No change | 09/14/23 | IL-1000-E | Certificate of Exemption for Pass-through Withholding Payments | N/A |
| Tent. Final | 09/14/23 | IL-4562 | Special Depreciation | Instructions (posted 09/29/23) |
| No change | 09/14/23 | IL-4644 | Gains from Sales of Employer’s Securities Received from a Qualified Employee Benefit Plan | Instructions (posted 09/29/23) |
| Tent. Final | 09/14/23 | Schedule CR | Credit for Tax Paid to Other States | Instructions (posted 10/27/23) |
| No change | 09/14/23 | Schedule F | Gains from Sales or Exchanges of Property Acquired Before August 1, 1969 | Instructions (posted 10/27/23) |
| No change | 09/14/23 | Schedule K-1-T | Beneficiary's Share of Income and Deductions | N/A |
| Coming soon | Schedule K-1-T(1) | Instructions for Trusts and Estates Completing Schedule K-1-T and Schedule K-1-T(3) | N/A | |
| Coming soon | Schedule K-1-T(2) | Beneficiary's Instructions | N/A | |
| Tent. Final | 09/14/23 | Schedule K-1-T(3) | Pass-through Withholding Calculation for Nonresident Members | N/A |
| Tent. Final | 09/14/23 | Schedule M | Other Additions and Subtractions (for businesses) | Instructions (posted 10/25/23) |
| Tent. Final | 09/14/23 | Schedule NLD | Illinois Net Loss Deduction | Instructions (posted 10/25/23) |
| Tent. Final | 09/14/23 | Schedule NR | Nonresident Computation of Fiduciary Income | Instructions (posted 10/25/23) |
| Tent. Final | 09/14/23 | Schedule 80/20 | Related-Party Expenses | Instructions (posted 10/27/23) |
| No change | 09/14/23 | Schedule 1299-B | River Edge Redevelopment Zone or Foreign Trade Zone (or sub-zone) Subtractions (for corporations and fiduciaries) | Instructions (posted 10/27/23) |
| Tent. Final | 09/14/23 | Schedule 1299-D | Income Tax Credits (for corporations and fiduciaries) | Instructions (posted 10/27/23) |
| Tent. Final | 09/29/23 | Schedule 1299-I | Income Tax Credits Information and Worksheets | N/A |
| No change | 09/14/23 | Schedule 4255 | Recapture of Investment Credits | Instructions (posted 09/29/23) |