Form IL-1040 2018 Individual Income Tax Return - Illinois

Form IL-1040 is a Illinois Department of Revenue form also known as the "Individual Income Tax Return". The latest edition of the form was released in December 1, 2018 and is available for digital filing.

Download an up-to-date Form IL-1040 in PDF-format down below or look it up on the Illinois Department of Revenue Forms website.

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Illinois Department of Revenue
2018 Form IL-1040
Individual Income Tax Return
/
or for fiscal year ending
Over 80% of taxpayers file electronically. It is easy and you will get your refund faster. Visit tax.illinois.gov.
Step 1: Personal Information
A
Enter personal information and Social Security numbers. You must provide the entire Social Security number for you and your spouse.
Do not provide a partial Social Security number.
-
-
Your first name and initial
Your last name
Your Social Security number
-
-
Spouse’s first name and initial
Spouse’s last name
Spouse’s Social Security number
Mailing address (See instructions if foreign address)
Apartment number
City
State
ZIP or Postal Code
Foreign Nation, if not United States (do not abbreviate)
B
Filing status:
Single or head of household
Married filing jointly
Married filing separately
Widowed
C
Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions.
You
Spouse
D
Check the box if this applies to you during 2018:
Nonresident - Attach Sch. NR
Part-year resident - Attach Sch. NR
Step 2: Income
(Whole dollars only)
1
1
Federal adjusted gross income from your federal Form 1040, Line 7.
.00
2
2
Federally tax-exempt interest and dividend income from your federal Form 1040, Line 2a.
.00
3
3
Other additions. Attach Schedule M.
.00
4
4
Total income. Add Lines 1 through 3.
.00
Step 3: Base Income
5
Social Security benefits and certain retirement plan income
5
received if included in Line 1. Attach Page 2 of federal return.
.00
6
6
Illinois Income Tax overpayment included in federal Form 1040, Schedule 1, Ln. 10.
.00
7
7
Other subtractions. Attach Schedule M.
.00
Check if Line 7 includes any amount from Schedule 1299-C.
8
8
Add Lines 5, 6, and 7. This is the total of your subtractions.
.00
9
9
Illinois base income. Subtract Line 8 from Line 4.
.00
Step 4: Exemptions
10
a Enter the exemption amount for yourself and your spouse. See instructions.
a
.00
+
x
=
b Check if 65 or older:
You
Spouse
# of checkboxes
$1,000
b
.00
+
x
=
c Check if legally blind:
You
Spouse
# of checkboxes
$1,000
c
.00
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
10
Exemption allowance. Add Lines a through d.
.00
Step 5: Net Income and Tax
11
Residents: Net income. Subtract Line 10 from Line 9.
11
Nonresidents and part-year residents: Enter the Illinois net income from Schedule NR. Attach Schedule NR.
.00
12
Residents: Multiply Line 11 by 4.95% (.0495). Cannot be less than zero.
12
Nonresidents and part-year residents: Enter the tax from Schedule NR.
.00
13
13
Recapture of investment tax credits. Attach Schedule 4255.
`
.00
14
14
Income tax. Add Lines 12 and 13. Cannot be less than zero.
.00
Step 6: Tax After Nonrefundable Credits
15
15
Income tax paid to another state while an Illinois resident. Attach Schedule CR.
.00
16
Property tax and K-12 education expense credit amount from Schedule ICR.
16
Attach Schedule ICR.
.00
17
17
Credit amount from Schedule 1299-C. Attach Schedule 1299-C.
.00
18
18
Add Lines 15, 16, and 17. This is the total of your credits. Cannot exceed the tax amount on Line 14.
.00
19
19
Tax after nonrefundable credits. Subtract Line 18 from Line 14.
.00
Step 7: Other Taxes
20
20
Household employment tax. See instructions.
.00
21
Use tax on internet, mail order, or other out-of-state purchases from UT Worksheet or UT Table
21
in the instructions. Do not leave blank.
.00
22
22
Compassionate Use of Medical Cannabis Pilot Program Act Surcharge.
.00
23
23
Total Tax. Add Lines 19, 20, 21, and 22.
.00
IL-1040 Front (R-12/18)
This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of
Printed by authority of the State of Illinois, 1.
*60012181W*
this information is required. Failure to provide information could result in a penalty.
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
2018 Form IL-1040
Individual Income Tax Return
/
or for fiscal year ending
Over 80% of taxpayers file electronically. It is easy and you will get your refund faster. Visit tax.illinois.gov.
Step 1: Personal Information
A
Enter personal information and Social Security numbers. You must provide the entire Social Security number for you and your spouse.
Do not provide a partial Social Security number.
-
-
Your first name and initial
Your last name
Your Social Security number
-
-
Spouse’s first name and initial
Spouse’s last name
Spouse’s Social Security number
Mailing address (See instructions if foreign address)
Apartment number
City
State
ZIP or Postal Code
Foreign Nation, if not United States (do not abbreviate)
B
Filing status:
Single or head of household
Married filing jointly
Married filing separately
Widowed
C
Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions.
You
Spouse
D
Check the box if this applies to you during 2018:
Nonresident - Attach Sch. NR
Part-year resident - Attach Sch. NR
Step 2: Income
(Whole dollars only)
1
1
Federal adjusted gross income from your federal Form 1040, Line 7.
.00
2
2
Federally tax-exempt interest and dividend income from your federal Form 1040, Line 2a.
.00
3
3
Other additions. Attach Schedule M.
.00
4
4
Total income. Add Lines 1 through 3.
.00
Step 3: Base Income
5
Social Security benefits and certain retirement plan income
5
received if included in Line 1. Attach Page 2 of federal return.
.00
6
6
Illinois Income Tax overpayment included in federal Form 1040, Schedule 1, Ln. 10.
.00
7
7
Other subtractions. Attach Schedule M.
.00
Check if Line 7 includes any amount from Schedule 1299-C.
8
8
Add Lines 5, 6, and 7. This is the total of your subtractions.
.00
9
9
Illinois base income. Subtract Line 8 from Line 4.
.00
Step 4: Exemptions
10
a Enter the exemption amount for yourself and your spouse. See instructions.
a
.00
+
x
=
b Check if 65 or older:
You
Spouse
# of checkboxes
$1,000
b
.00
+
x
=
c Check if legally blind:
You
Spouse
# of checkboxes
$1,000
c
.00
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
10
Exemption allowance. Add Lines a through d.
.00
Step 5: Net Income and Tax
11
Residents: Net income. Subtract Line 10 from Line 9.
11
Nonresidents and part-year residents: Enter the Illinois net income from Schedule NR. Attach Schedule NR.
.00
12
Residents: Multiply Line 11 by 4.95% (.0495). Cannot be less than zero.
12
Nonresidents and part-year residents: Enter the tax from Schedule NR.
.00
13
13
Recapture of investment tax credits. Attach Schedule 4255.
`
.00
14
14
Income tax. Add Lines 12 and 13. Cannot be less than zero.
.00
Step 6: Tax After Nonrefundable Credits
15
15
Income tax paid to another state while an Illinois resident. Attach Schedule CR.
.00
16
Property tax and K-12 education expense credit amount from Schedule ICR.
16
Attach Schedule ICR.
.00
17
17
Credit amount from Schedule 1299-C. Attach Schedule 1299-C.
.00
18
18
Add Lines 15, 16, and 17. This is the total of your credits. Cannot exceed the tax amount on Line 14.
.00
19
19
Tax after nonrefundable credits. Subtract Line 18 from Line 14.
.00
Step 7: Other Taxes
20
20
Household employment tax. See instructions.
.00
21
Use tax on internet, mail order, or other out-of-state purchases from UT Worksheet or UT Table
21
in the instructions. Do not leave blank.
.00
22
22
Compassionate Use of Medical Cannabis Pilot Program Act Surcharge.
.00
23
23
Total Tax. Add Lines 19, 20, 21, and 22.
.00
IL-1040 Front (R-12/18)
This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of
Printed by authority of the State of Illinois, 1.
*60012181W*
this information is required. Failure to provide information could result in a penalty.
24
24
Total tax from Page 1, Line 23.
.00
Step 8: Payments and Refundable Credit
25
25
Illinois Income Tax withheld. Attach Schedule IL-WIT.
.00
26
Estimated payments from Forms IL-1040-ES and IL-505-I,
26
including any overpayment applied from a prior year return.
.00
27
27
Pass-through withholding. Attach Schedule K-1-P or K-1-T.
.00
28
28
Earned Income Credit from Schedule IL-E/EIC, Step 4, Line 8. Attach Schedule IL-E/EIC.
.00
29
29
Total payments and refundable credit. Add Lines 25 through 28.
.00
Step 9: Total
30
30
If Line 29 is greater than Line 24, subtract Line 24 from Line 29.
.00
31
31
If Line 24 is greater than Line 29, subtract Line 29 from Line 24.
.00
Step 10: Underpayment of Estimated Tax Penalty and Donations - Only complete Step 10 for late-payment penalty
for underpayment of estimated tax or to make a voluntary charitable donation.
32
32
Late-payment penalty for underpayment of estimated tax.
.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.
Attach Form IL-2210.
d
Check if you were not required to file an Illinois Individual Income Tax return in the previous tax year.
33
33
Voluntary charitable donations. Attach Schedule G.
.00
34
34
Total penalty and donations. Add Lines 32 and 33.
.00
Step 11: Refund
35
If you have an amount on Line 30 and this amount is greater than Line 34, subtract Line 34 from Line 30.
35
This is your overpayment.
.00
36
36
Amount from Line 35 you want refunded to you. Check one box on Line 37. See instructions.
.00
37
I choose to receive my refund by
a
direct deposit - Complete the information below if you check this box.
Routing number
Checking or
Savings
Account number
b
Illinois Individual Income Tax refund debit card.
c
paper check.
38
38
Amount to be credited forward. Subtract Line 36 from Line 35. See instructions.
.00
Step 12: Amount You Owe
39
If you have an amount on Line 31, add Lines 31 and 34. - or -
If you have an amount on Line 30 and this amount is less than Line 34,
39
subtract Line 30 from Line 34. This is the amount you owe. See instructions.
.00
Step 13:
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
Spouse’s signature
(mm/dd/yyyy)
Date
Daytime phone number
(mm/dd/yyyy)
Check if
Paid
self-employed
Print/Type paid preparer’s name
Paid preparer’s signature
Date
Paid Preparer’s PTIN
(mm/dd/yyyy)
Preparer
Firm’s name
Firm’s FEIN
Use Only
(
)
Firm’s address
Firm’s phone
Third
Check if the Department may
(
)
Party
discuss this return with the third
Designee
Designee’s name (please print)
Designee’s phone number
party designee shown in this step.
If no payment enclosed, mail to:
If payment enclosed, mail to:
ILLINOIS DEPARTMENT OF REVENUE
ILLINOIS DEPARTMENT OF REVENUE
SPRINGFIELD IL 62719-0001
SPRINGFIELD IL 62726-0001
*60012182W*
DR
AP
RR
DC
IR
ID
IL-1040 Back (R-12/18)
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