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IL-1040 Alternate Filing Methods

2017 Qualifications

"No" means you cannot use a filing option if the statement applies.

Step 1: Personal Information E-File MyTax Illinois Tax-Prep
Software
Fiscal Filer
No
No
No
Filing return for a previous year
Yes
Yes
Yes
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 civil union return
No
No
No
Filing for a deceased taxpayer
Yes
Yes
No
Step 2: Income E-File MTI Tax-Prep
Software
Line 1Negative adjusted gross income
Yes
Yes
Yes
Line 2Federally tax-exempt interest and dividend income
Yes
Yes
Yes
Line 3 Other additions
Yes
Yes
Yes
Step 3 : Base Income E-File MTI Tax-Prep
Software
Line 5 Social Security and retirement income
Yes
Yes
Yes
Line 6Illinois 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 MTI Tax-Prep
Software
Line 10aExemptions
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 MTI Tax-Prep
Software
Line 12 Non-resident and part-year resident
Yes
Yes
Yes
Step 6: Tax E-File MTI Tax-Prep
Software
Line 13 Schedule SA tax calculation
Yes
Yes
Yes
Line 14 Recapture of investment tax credits
No
Yes
No
Step 7: Tax After Nonrefundable Credits E-File MTI Tax-Prep
Software
Line 16 Income tax paid to another state (Schedule CR)
Note: Only full-year Illinois resident for E-File and Tax Prep Software.
Yes
Yes
Yes
Line 17Property tax and K-12 education expenses from Schedule ICR
Yes
Yes
Yes
Line 18 Schedule 1299-C credits
Yes
Yes
Yes
Step 8: Other Taxes E-File MTI Tax-Prep
Software
Line 22Household employment tax
Yes
Yes
Yes
Line 23 Use Tax on internet, mail order, or other out-of-state purchases
Yes
Yes
Yes
Line 24Compassionate Use of Medical Cannabis Pilot Program Act Surcharge
Yes
Yes
Yes
Step 9: Payments and Refundable Credit E-File MTI Tax-Prep
Software
Line 26 Illinois tax withholding from Form W2s and 1099s
Yes
Yes
Yes
Line 27 Estimated payments (Form IL-1040-ES, Form IL-505-I, overpayment applied from a prior year return)
Yes
Yes
Yes
Line 28 Pass-through withholding tax payments
Yes
Yes
Yes
Line 29 Earned Income Credit from Schedule IL-EIC
Yes
Yes
Yes
Step 11: Underpayment of Estimated Tax Penalty and Donations E-File MTI Tax-Prep
Software
Line 33 Late-payment penalty for underpayment of estimated tax
Yes
Yes
Yes
Line 33a At least 2/3 of federal gross income from farming
Yes
Yes
Yes
Line 33b Over 65 and permanently living in a nursing home
Yes
Yes
Yes
Line 33c Annualized income on IL-2210
Yes
Yes
Yes
Line 33d Not required to file IL-1040 in previous year
Yes
Yes
Yes
Line 34 Voluntary contributions from Schedule G
Yes
Yes
Yes
Step 12: Refund E-File MTI Tax-Prep
Software
Line 37 Refund
Yes
Yes
Yes
Line 38a Direct deposit option
Yes
Yes
Yes
Line 38bDebit card option
Yes
Yes
Yes
Line 38cPaper check option
Yes
Yes
Yes
Line 39 Amount applied to next tax year's estimated tax
Yes
Yes
Yes
Step 13: Amount You Owe E-File MTI Tax-Prep
Software
Line 40 Payment due
Yes
Yes
Yes
 Electronic Funds Withdrawal Option
Yes
Yes
Yes

Schedule M, Other Additions and Subtractions for Form IL-1040, Lines 3 and 7

"No" means you cannot use a filing option if the statement applies.

Step 2: Additions E-File MTI 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 Lloyd's plan of operations loss reported on Form IL-1065
Yes
Yes
Yes
Line 4 Earnings from college savings and tuition programs
Yes
Yes
Yes
Line 5 Illinois special depreciation addition amount from Form IL-4562
Yes
Yes
Yes
Line 6 Business expense recapture (non-residents)
Yes
Yes
Yes
Line 7 Recapture for contributions transferred to an out-of-state plan
Yes
Yes
Yes
Line 8Credit taken on Schedule 1299-C for student-assistance contributions you made as an employer
Yes
Yes
Yes
Line 9Recapture for contributions withdrawn for non qualified expenses or refunded
Yes
Yes
Yes
Line 10Income attributable to domestic production activities under IRC Section 199
Yes
Yes
Yes
Line 11Other income
Yes
Yes
Yes
Step 3: Subtractions E-File MTI 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
Yes
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 20 Military pay earned
Yes
Yes
Yes
Line 21 U.S. Treasury bonds, bills, notes, savings bonds and U.S. agency interest
Yes
Yes
Yes
Line 22 August 1, 1969, valuation limitation amount from Schedule F
No
Yes
No
Line 23 River edge redevelopment zone, and high impact business dividends from Schedule 1299-C
Yes
Yes
Yes
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 Lloyd's plan of operation income reported on Form IL-1065
Yes
Yes
Yes
Line 30 Illinois Pre-Need Cemetery Sales Act or the Illinois Funeral or Burial Funds Act
Yes
Yes
Yes
Line 31 Education loan repayment under the Family Practice Residency Act
Yes
Yes
Yes
Line 32 Reparations victim - Nazi Germany
Yes
Yes
Yes
Line 33 Interest on tax exempt obligations (a through x)
Yes
Yes
Yes
Line 34 Interest on non-U.S. government bonds (a through f)
Yes
Yes
Yes
Line 35 Child’s interest from U.S. Treasury and U.S. agency obligations
Yes
Yes
Yes
Line 36 Railroad sick pay and unemployment income
Yes
Yes
Yes
Line 37 Unjust imprisonment compensation awarded by Illinois Court of Claims
Yes
Yes
Yes
Line 38 Distributions from college savings plans because a federal American Opportunity or Lifetime Learning Credit was claimed
Yes
Yes
Yes