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2022 Fiduciary Income and Replacement Tax Forms

 

Name Description
IL-1041

Instructions

02/14/2023 - Updated to reflect the credit changes adopted by PA 102-1125

Fiduciary Income and Replacement Tax Return (includes Schedule D)
2022-IL-1041-V  
Payment Voucher for 2022 Fiduciary Income and Replacement Tax (Use this voucher and Appendix A of Form IL-1041 Instructions to make a 2022 return or extension payment)
2023-IL-1041-V

​Payment Voucher for 2023 Fiduciary Income and Replacement Tax (Use this voucher and Appendix B of Form IL-1041 Instructions to make voluntary prepayment(s) of 2023 tax due) 
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
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

07/21/2023 - Updated to clarify Line 10 instructions for filers with tax years on or after 12/31/2021.

03/13/2023 - Updated to clarify how bonus depreciation on luxury automobiles is handled for Illinois filing.

02/17/2023 - Updated to add date references on the Line 10 specific 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

05/02/2023 – Updated to correct the Federal
Form 8993 line reference for Line 9

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

02/14/2023 - Updated to reflect the credit changes adopted by PA 102-1125

Income Tax Credits (for corporations and fiduciaries)

Schedule 1299-I

02/14/2023 - Updated to reflect the credit changes adopted by PA 102-1125

  ​Income Tax Credits Information and Worksheets
Schedule 4255

Instructions

02/14/2023 - Updated to reflect the credit changes adopted by PA 102-1125

Recapture of Investment Credits