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2023 Fiduciary Income and Replacement Tax Forms

 

Name Description
IL-1041

Instructions

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

Instructions

Special Depreciation
IL-4644 Instructions Gains from Sales of Employer’s Securities Received from a Qualified Employee Benefit Plan
Schedule CR Instructions
Credit for Tax Paid to Other States
Schedule F Instructions Gains from Sales or Exchanges of Property Acquired Before August 1, 1969
 
  Beneficiary's Share of Income and Deductions
  Schedule K-1-T(1)

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

Instructions

07/10/24 – Updated to include new Quantum Computing Campuses tax credit.

Income Tax Credits (for corporations and fiduciaries)

Schedule 1299-I

07/10/24 – Updated to include new Quantum Computing Campuses tax credit and to extend expiration dates for credits affected by recently passed legislation.

  ​Income Tax Credits Information and Worksheets
Schedule 4255

Instructions

Recapture of Investment Credits