Article: 50357

Overview

The IL – Individual Income Tax Return (IL – 1040) screen contains general information entry points and taxpayer-specific checkboxes for veterans, household employment tax, medical surcharge calculations, and donation eligibility, among other options.

This screen appears on the General tab when Illinois is selected as a state return.

Fields and Checkboxes

• Military Veteran / Spouse is a Military Veteran
  • If either the taxpayer or spouse is a military veteran and consents to share information with the Illinois Department of Veterans’ Affairs, select the appropriate checkbox.
• Household Employment Tax
  • Enter any applicable household employment tax.
• Cannabis Program Surcharge Worksheet
  • Enter the federal income tax liability as if transactions subject to the cannabis surcharge had not occurred during the year.
• Estimated Tax Penalty / Exemption Boxes

Check any of the following if applicable:

• At least 2/3 of income is from farming.
• Taxpayer/spouse lived permanently in a nursing home.
• Income was not received evenly (annualized on IL-2210)
• No IL return was required in the prior year.
• Taxpayer authorizes the Department of Revenue to share income information with other Illinois agencies for insurance benefit eligibility.

Navigation Instructions

To access this screen:

1. Click on the State Taxes section on the left-hand side of the screen.
2. Click the link “I’d like to see the forms I’ve filled out or search for a form.”
3. Use the drop list to select Illinois.
4. Under the General tab, select IL – Individual Income Tax Return (IL – 1040).
5. Complete the screen.
6. Click Save.

Further Information

For additional guidance on Illinois individual income taxes, visit the Illinois Department of Revenue – Individuals page: https://tax.illinois.gov/individuals.html