Enlarge image | Use your 'Mouse' or the 'Tab' key to move through the fields. Use your 'Mouse' or 'Space Bar' to activate Check Boxes. - - Illinois Department of Revenue Submission ID 2017 IL-8453 Illinois Individual Income Tax Electronic Filing Declaration (Do not mail Form IL-8453 to the Illinois Department of Revenue unless it is requested for review.) Step 1: Provide taxpayer information _________________________________________________________________________________________ ____ ____ ____ –____ ____ –____ ____ ____ ____ First name and middle initial Spouse’s first name (and last name if different) Last name Social Security number Print _________________________________________________________________________________________ ____ ____ ____ –____ ____ –____ ____ ____ ____ or type Mailing address Spouse’s Social Security number _________________________________________________________________________________________ ( ) City State ZIP Daytime phone number Step 2: Complete information from tax return 1 Net income from Form IL-1040, Line 11, or Schedule NR, Step 5, Line 51 1 2 Tax from Form IL-1040, Line 13 2 3 Illinois Income Tax withheld from Form IL-1040, Line 26 only (enter “0” if none) 3 4 Overpayment from Form IL-1040, Line 36 4 5 Total amount due from Form IL-1040, Line 40 5 6 Filing status: ___ Single/head of household ___ Married filing jointly ___ Married filing separately ___ Widowed Step 3: Complete direct deposit of refund or electronic funds withdrawal information (Optional) To initiate a payment or refund transaction, the information in this Step must be included within the electronic transmission. Illinois does not support international ACH transactions. IDOR will only perform direct transactions (e.g., debit, deposit) with financial institutions located within the United States or those not funded by international funds. Electronic payments will not be accepted and refunds will be via paper check. 7 Routing no. (RN): ___ ___ ___ ___ ___ ___ ___ ___ ___ 8 Account no. (AN): ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ 9 Type of account: ___ Checking ___ Savings 10 Date the payment is to be electronically withdrawn: ___/___/______ 11 Electronic funds withdrawal amount: 12 Name on account: ____________________________________________________________________________________________ Step 4: Taxpayer declaration and signature(Sign only after completing Step 2 and, if applicable, Step 3.) I consent that my refund may be directly deposited as designated in Step 3 and declare the information on Lines 7 through 9 is correct. If I have filed a joint return, this is an irrevocable appointment of the other spouse as an agent to receive the refund. I authorize the Illinois Department of Revenue (IDOR) and its designated financial agent to initiate an ACH electronic funds withdrawal as designated in the electronic portion of my 2017 Illinois Individual Income Tax return. I authorize the financial institutions involved in the processing of an electronic overpayment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I do not want direct deposit of my refund, or an electronic funds withdrawal (direct debit) of my balance due. Under penalties of perjury, I declare the information on my electronic Form IL-1040 and the information I provided to my electronic return originator (ERO) are identical. To the best of my knowledge, my return is true, correct, and complete. I consent that my return, this declaration, and accompanying information may be sent to IDOR by my ERO. I authorize IDOR to inform my ERO and/or the transmitter when my return has been accepted or rejected. If rejected, I authorize IDOR to identify the reason(s) so the return may be corrected and retransmitted if possible. Sign _____________________________________________________________________ __________________________________________________________________ here Your signature Date Spouse’s signature (if joint return,both must sign) Date Step 5: Electronic return originator (ERO) and paid preparer declaration and signature I declare that I have examined this taxpayer’s electronic Form IL-1040, the information on this Form IL-8453, and accompanying information. I have followed all requirements of this program and declare, under penalties of perjury, that to the best of my knowledge the taxpayer’s return and accompanying information are true, correct, and complete. Check if paid preparer: (See instructions.) ERO’s signature Date ____ ____ ____ ____ ____ ____ ____ ____ ____ ERO Firm’s name or your name if self-employed Your PTIN use only ____ ____ – ____ ____ ____ ____ ____ ____ ____ Mailing address Federal employer identification number (FEIN) ( ) City State ZIP Daytime phone number Step 6: Attach required documents (e.g., W-2 forms, 1099 forms, IL-1310). Do not mail Form IL-8453 and these documents unless requested for review. *176740001* IL‑8453 (R‑12/17) Printed by authority of the State of Illinois ‑ Web only RESET PRINT |
Enlarge image | Form IL-8453 Instructions Note: To initiate a payment or refund transaction, the information in General Information this Step must be included within the electronic transmission. Form IL-8453 is for electronic return originators' (EROs) use Illinois does not support international ACH transactions. IDOR will only. Taxpayers who file Form IL-1040, Illinois Individual Income only perform direct transactions (e.g. , debit, deposit) with financial Tax Return, using the Tax-Prep Software method must not use institutions located within the United States or those not funded by Form IL-8453. international funds. Electronic payments will not be accepted and EROs are required to retain all original IL-8453 forms and supporting refunds will be via paper check. documents at their site for a three-year period. These records may be maintained electronically. The Illinois Department of Revenue (IDOR) IDOR is not responsible if a financial institution rejects a direct will request selected IL-8453 forms for inspection. Do not send any deposit or electronic funds withdrawal transaction. IL-8453 forms unless requested. Some financial institutions •may not allow a refund to be deposited into an account if Where do I mail Form IL-8453 if requested for review? the names on the account are not the same names that If we send you a letter requesting Form IL-8453 and any supporting appear on the refund. If a direct deposit fails, a paper documentation, we will provide our mailing address on the letter. check will be automatically issued. What if I have questions? •do not allow electronic funds withdrawals from some types of If you have questions, call us weekdays at 217 524-4767 between savings accounts. If an electronic funds withdrawal fails, the 8 a.m. and 4 p.m. taxpayer will receive a notice from IDOR that may include penalty and interest. Step -by-Step Instructions Step 4: Taxpayer declaration and signature Submission ID The taxpayer must check one of the boxes in Step 4, and sign The submission ID is a 20-character number assigned to each Form IL-8453. electronic return by the software. If we request the Form IL-8453, you must enter the submission ID at the top of the form. If the ERO changes the electronic Form IL-1040 after the taxpayer has signed Form IL-8453, and the electronic Form IL-1040 has not Step 1: Provide taxpayer information been transmitted, the taxpayer must sign a corrected Form IL-8453 if Print or type the taxpayer's name, mailing address, Social Security either of the following applies: number (SSN) and daytime telephone number. Also, include the • the net income on Form IL-8453, Step 2, Line 1, differs more spouse's information (if applicable). Enter the SSN(s) in the same order as on the transmitted electronic Form IL-1040. than $50 from the amount on the electronic Form IL-1040, or Note: All information on Form IL-8453 must be identical to the • the tax on Form IL-8453, Step 2, Line 2, the tax withheld information on the transmitted electronic Form IL-1040. on Step 2, Line 3, the overpayment on Step 2, Line 4, or the total amount due on Step 2, Line 5, differ from the corresponding Step 2: Complete information from tax return amount on the electronic Form IL-1040 by more than $14. (whole dollars only) 1 Net income – Amount from Form IL-1040, Line 11, or Step 5: Electronic return originator (ERO) and paid Schedule NR, Nonresident and Part-Year Resident preparer declaration and signature Computation of Illinois Tax, Step 5, Line 51. Form IL-8453 must be completed and signed by the ERO. If the ERO and the paid preparer are the same entity, the paid preparer 2 Tax – Amount from Form IL-1040, Line 13. box must be checked. When the ERO and paid preparer are different, 3 Illinois Income Tax withheld – Amount from Form IL-1040, a copy of Form IL-1040 must be signed by the preparer and attached Line 26. If the amount is zero or blank, enter zero.Do not to the back of Form IL-8453. include amounts from Lines 16, 17, 18, 27, 28, or 29. Collector: If for the purpose of electronic filing, you collected but did 4 Overpayment – Amount from Form IL-1040, Line 36. not prepare the return, sign as the ERO and date the declaration. 5 Total amount due – Amount from Form IL-1040, Line 40. Complete the business’ information, including the FEIN and 6 Filing status – Indicate the same filing status as transmitted on telephone number. In this case, no Preparer Tax Identification the electronic Form IL-1040. Number (PTIN) is required. Step 3: Complete direct deposit of refund or Step 6: Attach required documents electronic funds withdrawal information Attach to the front of Form IL-8453: The taxpayer can choose to directly deposit a refund or have the • "Copy 2" of all W-2 and 1099 forms (W-2, W-2G, 1099-DIV, amount of tax due automatically withdrawn from their checking or 1099-G, 1099-INT, 1099-K, 1099-MISC, 1099-OID, and 1099-R). savings account. 7 The routing number (RN) must be nine digits. The first two numbers Attach to the back of Form IL-8453: must be 01 through 12 or 21 through 32. • Form IL-1310, Statement of Person Claiming Refund Due a 8 The account number (AN) may contain up to 17 alphanumeric Deceased Taxpayer, if filing a Form IL-1040 on behalf of a characters. Include hyphens, but omit spaces and special deceased taxpayer. symbols. Write the AN from the left, leaving any blank spaces at Note: Substitute wage and tax statement forms (federal Form 4852 the right end. 9 Check the type of account. or Illinois Form IL-4852) cannot be attached to Form IL-8453 or 10 Date the taxpayer authorizes the payment to be electronically submitted later instead of W-2, W-2G, 1099-G, and 1099-R forms. withdrawn. Form IL-1040 returns that include 4852 forms must be filed on a 11 Amount of payment the taxpayer authorizes to be paper Form IL-1040. electronically withdrawn. 12 Name on the checking or savings account. *ZZZZZZZZZ* This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of IL‑8453 (R‑12/17) this information is required. Failure to provide information could result in a penalty. |