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| "No" means that you cannot use a filing option if the statement applies. | ||||
| Step 1: | Personnel Information | E-File | Free WebFile | Tax-Prep Software |
| Fiscal Filer | No |
No |
No |
|
| Filing return for a previous year | No |
No |
No |
|
| Name different than last year | Yes |
Yes |
Yes |
|
| Address different than last year | Yes |
Yes |
Yes |
|
| Filing status has changed from last year | Yes |
Yes |
Yes |
|
| Filing for a deceased taxpayer | Yes |
No |
No |
|
| Step 2: | Income | E-File | Free WebFile | Tax-Prep Software |
| Line 1 | Negative adjusted gross income | Yes |
Yes |
Yes |
| Line 2 | Federally tax-exempt interest and dividend income | Yes |
Yes |
Yes |
| Line 3 | Other additions Note: Other addtions to income on Schedule M, Line 11cannot be claimed on WebFile returns. |
Yes |
Yes
|
Yes |
| Step 3 : | Base Income | E-File | Free WebFile | Tax-Prep Software |
| Line 5 | Social Security and retirement income | Yes |
Yes |
Yes |
| Line 6 | Illinois Income Tax overpayment | Yes |
Yes |
Yes |
| Line 7 | Other subtractions Note: See Schedule M below for any restrictions. |
Yes |
Yes |
Yes |
| Step 4 : | Exemptions | E-File | Free WebFile | Tax-Prep Software |
| Line 10a | Exemptions | Yes |
Yes |
Yes |
| Line 10b | Claimed on someone else's return | Yes |
Yes |
Yes |
| Line 10c | 65 or older | Yes |
Yes |
Yes |
| Line 10d | Legally blind | Yes |
Yes |
Yes |
| Step 5: | Net Income | E-File | Free WebFile | Tax-Prep Software |
| Line 12 | Non-resident and part-year resident | Yes |
No |
Yes |
| Step 6: | Tax | E-File | Free WebFile | Tax-Prep Software |
| Line 14 | Recapture of investment tax credits | No |
No |
No |
| Step 7: | Nonrefundable Credits | E-File | Free WebFile | Tax-Prep Software |
| Line 17 | Income tax paid to another state (Schedule CR) Note: Only full-year Illinois resident. |
Yes |
No |
Yes |
| Line 18 | Property tax and K-12 education expenses from Schedule ICR | Yes |
Yes |
Yes |
| Line 19 | Schedule 1299-C credits | No |
No |
No |
| Step 8: | Payments and refundable Credit | E-File | Free WebFile | Tax-Prep Software |
| Line 22 | Illinois tax withholding from From W2s and 1099s | Yes |
Yes |
Yes |
| Line 23 | Estimated payments (Form IL-1040-ES, Form IL-505-I, credit carry forward from the prior year return) | Yes |
Yes |
Yes |
| Line 24 | Pass-through entity tax payments | Yes |
No |
Yes |
| Line 25 | Earned Income Credit from Schedule ICR | Yes |
Yes |
Yes |
| Step 10: | Underpayment of Estimated Tax Penalty and Donations | E-File | Free WebFile | Tax-Prep Software |
| Line 29 | Late-payment penalty for underpayment of estimated tax | Yes |
No |
Yes |
| Line 29a | At least 2/3 of federal gross income from farming | Yes |
Yes |
Yes |
| Line 29b | Over 65 and permanently living in a nursing home | Yes |
Yes |
Yes |
| Line 29c | Annualized income on IL-2210 | Yes |
No |
Yes |
| Line 30 | Voluntary contributions from Schedule G | Yes |
Yes |
Yes |
| Step 11: | Refund or Amount You Owe | E-File | Free WebFile | Tax-Prep Software |
| Line 33 | Refund | Yes |
Yes |
Yes |
| Line 34 | Direct deposit option | Yes |
Yes |
Yes |
| Line 35 | Amount applied to next tax year's estimated tax | Yes |
Yes |
Yes |
| Line 36 | Payment due | Yes |
Yes |
Yes |
| Electronic Funds Withdrawal Option | Yes |
Yes |
Yes |
|
| "No" means you cannot use a filing option if the statement applies. | ||||
| Step 2: | Additions | E-File | Free WebFile | Tax-Prep Software |
| Line 1 | Child's federally tax-exempt interest and dividends from US 8814 | Yes |
Yes |
Yes |
| Line 2 | Distributive share of additions from Schedule K-1-P or Schedule K-1-T | Yes |
Yes |
Yes |
| Line 3 | Withdrawals from Medical Care Savings | Yes |
Yes |
Yes |
| Line 4 | Lloyd's plan of operations loss reported on Form IL-1023-C | Yes |
Yes |
Yes |
| Line 5 | Earnings from college savings and tuition programs | Yes |
Yes |
Yes |
| Line 6 | Illinois special depreciation addition amount from Form IL-4562 | Yes |
Yes |
Yes |
| Line 7 | Business expense recapture (non-residents) | Yes |
No |
Yes |
| Line 8 | Recapture for contributions transferred to an out-of-state plan | Yes |
Yes |
Yes |
| Line 9 | Credit taken on Schedule 1299-C for student-assistance contributions you made as an employer | Yes |
Yes |
Yes |
| Line 10 | Recapture of deductions for contributions to college savings plans withdrawn for nonqualifi ed expenses or refunded | Yes |
Yes |
Yes |
| Line 11 | Other income | Yes |
No |
Yes |
| Step 3: | Subtractions | E-File | Free WebFile | Tax-Prep Software |
| Line 13 | Contributions to Bright Start, College Illinois, and Bright Directions (a through c) | Yes |
Yes |
Yes |
| Line 14 | Distributive share from Schedule K-1-P or Schedule K-1-T | Yes |
No |
Yes |
| Line 15 | Restoration of amounts held under claim of right | Yes |
Yes |
Yes |
| Line 16 | Contributions to a job training project | Yes |
Yes |
Yes |
| Line 17 | Expenses related to federal credits or federally tax-exempt income | Yes |
Yes |
Yes |
| Line 18 | Interest earned on investments through the Home Ownership Made Easy Program | Yes |
Yes |
Yes |
| Line 19 | Illinois special depreciation subtraction amount from Form IL-4562 | Yes |
Yes |
Yes |
| Line 22 | Military pay earned | Yes |
Yes |
Yes |
| Line 23 | U.S. Treasury bonds, bills, notes, savings bonds and U.S. agency interest | Yes |
Yes |
Yes |
| Line 24 | August 1, 1969, valuation limitation amount from Schedule F | No |
No |
No |
| Line 25 | Enterprise or river edge redevelopment zone, and high impact business dividends from Schedule 1299-C | No |
No |
No |
| Line 26 | Recovery of itemized deductions | Yes |
Yes |
Yes |
| Line 27 | Ridesharing money | Yes |
Yes |
Yes |
| Line 28 | Payment of life insurance | Yes |
Yes |
Yes |
| Line 29 | Employer’s contributions made on your behalf to an Medical Care Savings Account Act and interest earned | Yes |
Yes |
Yes |
| Line 30 | Lloyd's plan of operation income reported on Form IL-1023-C | Yes |
Yes |
Yes |
| Line 31 | Illinois Pre-Need Cemetery Sales Act | Yes |
Yes |
Yes |
| Line 32 | Education loan repayment under the Family Practice Residency Act | Yes |
Yes |
Yes |
| Line 33 | Reparations victim - Nazi Germany | Yes |
Yes |
Yes |
| Line 34 | Interest on tax exempt obligations (a through m) | Yes |
Yes |
Yes |
| Line 35 | Interest on non-U.S. government bonds (a through f) | Yes |
Yes |
Yes |
| Line 36 | Child’s interest from U.S. Treasury and U.S. agency obligations | Yes |
Yes |
Yes |
| Line 37 | Railroad unemployment income | Yes |
Yes |
Yes |