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2024 Fiduciary Income and Replacement Tax Forms

 

Name Instructions Description
IL-1041

PDF

Fiduciary Income and Replacement Tax Return (includes Schedule D)
IL-1041-V  

Payment Voucher for Fiduciary Income and Replacement Tax 

To make a return or extension payment, use this voucher and Appendix A of Form IL-1041 Instructions.
To make a voluntary prepayment, use this voucher and Appendix B of Form IL-1041 Instructions.

Important: Ensure the proper month and year of the filing period you wish to make a payment for is entered on the "Tax year ending" lines of the voucher.

IL-1041-X
PDF ​Amended Fiduciary Income and Replacement Tax Return (includes Schedule D)
IL-1041-X-V  

Payment Voucher for Amended Fiduciary Income and Replacement Tax

Important: Ensure the proper month and year of the filing period you wish to make a payment for is entered on the "Tax year ending" lines of the voucher.

IL-56 PDF Notice of Fiduciary Relationship
IL-477 PDF Replacement Tax Investment Credits
IL-1000-E   Certificate of Exemption for Pass-through Withholding Payments
IL-4562

HTML

PDF

Special Depreciation
IL-4644

HTML

PDF

Gains from Sales of Employer’s Securities Received from a Qualified Employee Benefit Plan
Schedule CR PDF
Credit for Tax Paid to Other States
Schedule F PDF Gains from Sales or Exchanges of Property Acquired Before August 1, 1969
 
  Beneficiary's Share of Income and Deductions
Schedule K-1-T(1) PDF

Instructions for Trusts and Estates Completing Schedule K-1-T and Schedule K-1-T(3)
Schedule K-1-T(2) PDF Beneficiary's Instructions
Schedule K-1-T(3)   Pass-through Withholding Calculation for Nonresident Members
Schedule M PDF Other Additions and Subtractions (for businesses) 
Schedule NLD PDF Illinois Net Loss Deduction
Schedule NR PDF Nonresident Computation of Fiduciary Income
Schedule 80/20 PDF Related-Party Expenses
Schedule 1299-B PDF River Edge Redevelopment Zone or Foreign Trade Zone (or sub-zone) Subtractions (for corporations and fiduciaries)
Schedule 1299-D

PDF

Income Tax Credits (for corporations and fiduciaries)
Schedule 1299-I  

​Income Tax Credits Information and Worksheets

Updated 03/25/2025 - Taxpayers claiming the REV Illinois Investment Credit or MICRO Investment Credit are now required to attach a copy of their worksheet rather than a DCEO certificate.

Schedule 4255

HTML

PDF

Recapture of Investment Credits