Enlarge image | Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes. Illinois Department of Revenue *61512231W* 2023 Form IL-1040-X Amended Individual Income Tax Return REV 12 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 initial 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 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 Head of household D Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions. You Spouse E Check the box if this applies to you during 2023. Nonresident - Attach Schedule NR Part-year resident - Attach Schedule NR 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 Corrected figures 1 Federal adjusted gross income 1 .00 2 Federally tax-exempt interest and dividend income 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. Attach federal Form 1040 or 1040-SR, Page 1. 5 .00 6 Illinois Income Tax overpayment included in federal Form 1040 or 1040-SR, Schedule 1, Line 1. Attach federal Form 1040 or 1040-SR, Schedule 1. 6 .00 Staple W-2 and 1099 forms here. 7 Other subtractions. Attach Schedule M. 7 .00 8 Total subtractions. Add Lines 5 through 7. 8 .00 9 Illinois base income. Subtract Line 8 from Line 4. 9 .00 Step 4: Exemptions - See instructions before completing Step 4. 10 a Enter the exemption amount for yourself and your spouse. See Instructions. 10a .00 b Check if 65 or older: You + Spouse # of checkboxes x $1,000 = 10b .00 c Check if legally blind: You + Spouse # of checkboxes x $1,000 = 10c .00 d If you are claiming dependents, enter the amount from Sch. IL-E/EIC, Step 2, Line 1. Attach Sch. IL-E/EIC. 10d .00 Exemption allowance. Add Lines 10a through 10d. 10 .00 Step 5:Net Income and tax 11 Residents only: Net income. Subtract Line 10 from Line 9. Nonresidents and part-year residents only: Enter your Illinois net income from Schedule NR. Attach Schedule NR. 11 .00 12 Residents: Multiply Line 11 by 4.95% (.0495). Staple your check and IL-1040-X-V here. 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 Credit from Schedule CR. Attach Schedule CR. 15 .00 16 Property tax, K-12 education expense, and volunteer emergency worker credit from Schedule ICR. Attach Schedule ICR. 16 .00 17 Credit from Schedule 1299-C. Attach Schedule 1299-C. 17 .00 18 Nonrefundable credits. Add Lines 15, 16, and 17. 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 20 .00 21 Use tax reported on your original return. You cannot change the use tax from what you originally reported. See instructions. 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-X Front (R-12/23) Printed by authority of the This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of Official Use state of Illinois. Electronic only, one copy. this information is required. Failure to provide information could result in a penalty. |
Enlarge image | *61512232W* 24 Total tax. Enter the amount from Line 23. 24 .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 9. Attach Schedule IL-E/EIC. 29 .00 30 Total amount paid with original return and additional tax paid after return filed. See instructions. 30 .00 31 Total payments and refundable credit. Add Lines 25 through 30. 31 .00 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. 32 .00 33 If Line 24 is greater than Line 31, subtract Line 31 from Line 24. This is your adjusted underpayment. 33 .00 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 .00 35 Overpayment. If Line 32 is greater than Line 34, subtract Line 34 from Line 32. 35 .00 36 Amount from Line 35 you want refunded to you. I choose to receive my refund by 36 .00 a direct deposit - Complete the information below if you check this box. Routing number Checking or Savings Account number b paper check. 37 Subtract Line 36 from Line 35. This amount will be applied to your estimated tax. See instructions. 37 .00 38 Amount you owe. If you have an amount on Line 32 and this amount is less than Line 34, subtract 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 .00 Step 11: Amended Information 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 ____ ____ ____ State change 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? ______/______/______ Month Day Year C Did you file a federal Form 1040X or Form 1045? If “Yes,” you must attach a copy to this form. See instructions. Yes No D Explain, in detail, the reason(s) for filing this amended return. Attach a separate sheet if needed. 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 Your signature Date (mm/dd/yyyy) Spouse’s signature Date (mm/dd/yyyy) Daytime phone number Here ( ) Print/Type paid preparer’s name Paid preparer’s signature Date (mm/dd/yyyy) Check if Paid Preparer’s PTIN Paid 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 2023 IL-1040-X Instructions for required attachments and the address to mail your return. IL-1040-X Back (R-12/23) DR ID X3 IR Reset Print |