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IL-1040 Alternate Filing Methods

2020 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 - If you are required to file Form IL-1310, you must file a paper return and include the proper supporting documentation.
Yes
Yes
No
​Claimed as a dependent on someone else's return
​     Yes
​     Yes
        Yes​
​Non-resident and part-year resident
​     Yes
​     Yes
​        Yes
Step 2: Income E-File MyTax Illinois 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 MyTax Illinois 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 MyTax Illinois Tax-Prep
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Line 10aExemptions
Yes
Yes
Yes
Line 10b 65 or older
Yes
Yes
Yes
Line 10c Legally blind
Yes
Yes
Yes
Line 10d Dependent exemptions
Yes
Yes
Yes
Step 5: Net Income and Tax E-File MyTax Illinois Tax-Prep
Software
Line 13
Recapture of investment tax credit
No
No
No
Step 6: Tax After Nonrefundable Credits
 E-File MyTax Illinois Tax-Prep
Software
Line 15
Income tax paid to another state (Schedule CR)
Yes
Yes
Yes
Line 16
Property tax and K-12 education expenses from Schedule ICR
Yes
Yes
Yes
​Line 17
​Schedule 1299-C credits
​  Yes
​   Yes
​     Yes
Step 7: Other Taxes E-File MyTax Illinois Tax-Prep
Software
Line 20
Household employment tax
Yes
Yes
Yes
Line 21
Use Tax on internet, mail order, or other out-of-state purchases
Yes
Yes
Yes
Line 22
Compassionate Use of Medical Cannabis Program Act and sale of assets by gaming licensee surcharges
Yes
Yes
Yes
Step 8: Payments and Refundable Credit E-File MyTax Illinois Tax-Prep
Software
Line 25
Illinois tax withholding from Form W2s and 1099s
Yes
Yes
Yes
Line 26
Estimated payments (Form IL-1040-ES, Form IL-505-I, overpayment applied from a prior year return)
Yes
Yes
Yes
Line 27
Pass-through withholding 
Yes
Yes
Yes
Line 28
Earned Income Credit from Schedule IL-E/EIC
Yes
Yes
Yes
Step 10: Underpayment of Estimated Tax Penalty and Donations E-File MyTax Illinois Tax-Prep
Software
Line 32
Late-payment penalty for underpayment of estimated tax
Yes
Yes
Yes
Line 32a At least 2/3 of federal gross income from farming
Yes
Yes
Yes
Line 32b Over 65 and permanently living in a nursing home
Yes
Yes
Yes
Line 32c Annualized income on IL-2210
Yes
Yes
Yes
Line 32d Not required to file IL-1040 in previous year
Yes
Yes
Yes
Line 33
Voluntary contributions from Schedule G
Yes
Yes
Yes
Step 11: Refund E-File MyTax Illinois Tax-Prep
Software
Line 36
Refund
Yes
Yes
Yes
Line 37a Direct deposit option
Yes
Yes
Yes
Line 37bDebit card option
Yes
Yes
Yes
Line 37cPaper check option
Yes
Yes
Yes
Line 38
Amount applied to next tax year's estimated tax
Yes
Yes
Yes
Step 12: Amount You Owe E-File MyTax Illinois Tax-Prep
Software
Line 39
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 MyTax Illinois 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, tuition, and ABLE 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 10RESERVED
N/A
N/A
N/A
Line 11Other income
Yes
Yes
Yes
Step 3: Subtractions E-File MyTax Illinois Tax-Prep
Software
Line 13 Contributions to Bright Start, College Illinois, and Bright Directions 
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 19 Illinois special depreciation subtraction amount from Form IL-4562
Yes
Yes
Yes
​Line 20
​Contributions to qualified Illinois ABLE account
​      Yes
​     Yes 
​         Yes 
Line 21
Military pay earned
Yes
Yes
Yes
Line 22
U.S. Treasury bonds, bills, notes, savings bonds and U.S. agency interest
Yes
Yes
Yes
Line 23
August 1, 1969, valuation limitation amount from Schedule F
No
No
No
Line 24
River edge redevelopment zone, and high impact business dividends from Schedule 1299-C
Yes
Yes
Yes
Line 25
Recovery of itemized deductions
Yes
Yes
Yes
Line 26
Ridesharing money
Yes
Yes
Yes
Line 27
Payment of life insurance
Yes
Yes
Yes
Line 28
Lloyd's plan of operation income reported on Form IL-1065
Yes
Yes
Yes
Line 29
Illinois Pre-Need Cemetery Sales Act or the Illinois Funeral or Burial Funds Act
Yes
Yes
Yes
Line 30
Education loan repayment under the Family Practice Residency Act
Yes
Yes
Yes
Line 31
Reparations victim - Nazi Germany
Yes
Yes
Yes
Line 34
Interest on tax exempt obligations (a through z)
Yes
Yes
Yes
Line 35
Interest on non-U.S. government bonds (a through f)
Yes
Yes
Yes
Line 36
Child’s interest from U.S. Treasury and U.S. agency obligations
Yes
Yes
Yes
Line 37
Railroad sick pay and unemployment income
Yes
Yes
Yes
Line 38
Unjust imprisonment compensation awarded by Illinois Court of Claims
Yes
Yes
Yes
Line 39
Distributions from college savings plans because a federal American Opportunity or Lifetime Learning Credit was claimed
Yes
Yes
Yes