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 - 2021 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 Mailing address Spouse’s Social Security number type _________________________________________________________________________________________ ( ) City State ZIP Daytime phone number Step 2: Complete information from tax return 1 Net income from Form IL-1040, Line 11 1 2 Tax from Form IL-1040, Line 14 2 3 Illinois Income Tax withheld from Form IL-1040, Line 25 only (enter “0” if none) 3 4 Overpayment from Form IL-1040, Line 36 4 DO NOT MAIL 5 Total amount due from Form IL-1040, Line 40 5 6 Filing status: ___ Single ___ Married filing jointly ___ Married filing separately ___ Widowed ___ Head of household 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___ ___ ___ ___ ___ ___ ___ ___ 9 Type of account: ___ Checking ___ Savings 10 Date the payment is to be electronically withdrawn: ___/___/______ 11 Electronic funds withdrawal amount: 12 Name on account: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 2021 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. Printed by authority of the State of Illinois, web only, 1. This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of *67412211W* IL‑8453 (R‑12/21) this information is required. Failure to provide information could result in a penalty. RESET PRINT |
Enlarge image | Form IL-8453 Instructions General Information Illinois does not support international ACH transactions. IDOR will only perform direct transactions (e.g. , debit, deposit) with financial Form IL-8453 is for electronic return originators' (EROs) use institutions located within the United States or those not funded by only. Taxpayers who file Form IL-1040, Illinois Individual Income international funds. Electronic payments will not be accepted and Tax Return, using the Tax-Prep Software method must not use Form IL-8453. refunds will be via paper check. EROs are required to retain all original IL-8453 forms and supporting IDOR is not responsible if a financial institution rejects a direct documents at their site for a three-year period. These records may be deposit or electronic funds withdrawal transaction. maintained electronically. The Illinois Department of Revenue (IDOR) Some financial institutions will request selected IL-8453 forms for inspection.Do not send any •may not allow a refund to be deposited into an account if IL-8453 forms unless requested. the names on the account are not the same names that appear on the refund. If a direct deposit fails, a paper Where do I mail Form IL-8453 if requested for review? check will be automatically issued. If we send you a letter requesting Form IL-8453 and any supporting documentation, we will provide our mailing address on the letter. •do not allow electronic funds withdrawals from some types of savings accounts. If an electronic funds withdrawal fails, the What if I have questions? taxpayer will receive a notice from IDOR that may include If you have questions, call us weekdays at 217 524-4767 between penalty and interest. 8 a.m. and 4 p.m. Step 4: Taxpayer declaration and signature Step -by-Step Instructions The taxpayer must check one of the boxes in Step 4, and sign Submission ID Form IL-8453. The submission ID is a 20-character number assigned to each If the ERO changes the electronic Form IL-1040 after the taxpayer electronic return by the software. If we request the Form IL-8453, you has signed Form IL-8453, and the electronic Form IL-1040 has not must enter the submission ID at the top of the form. been transmitted, the taxpayer must sign a corrected Form IL-8453 if Step 1: Provide taxpayer information either of the following applies: Print or type the taxpayer's name, mailing address, Social Security • the net income on Form IL-8453, Step 2, Line 1, differs more number (SSN) and daytime telephone number. Also, include the than $50 from the amount on the electronic Form IL-1040, or spouse's information (if applicable). Enter the SSN(s) in the same • the tax on Form IL-8453, Step 2, Line 2, the tax withheld order as on the transmitted electronic Form IL-1040. on Step 2, Line 3, the overpayment on Step 2, Line 4, or the Note: All information on Form IL-8453 must be identical to the total amount due on Step 2, Line 5, differ from the corresponding information on the transmitted electronic Form IL-1040. amount on the electronic Form IL-1040 by more than $14. Step 2: Complete information from tax return Step 5: Electronic return originator (ERO) and paid (whole dollars only) preparer declaration and signature 1 Net income – Amount from Form IL-1040, Line 11. Form IL-8453 must be completed and signed by the ERO. If the 2 Tax – Amount from Form IL-1040, Line 14. ERO and the paid preparer are the same entity, the paid preparer 3 Illinois Income Tax withheld – Amount from Form IL-1040, box must be checked. When the ERO and paid preparer are different, Line 25. If the amount is zero or blank, enter zero.Do not a copy of Form IL-1040 must be signed by the preparer and attached include amounts from Lines 15, 16, 17, 26, 27, or 28. to the back of Form IL-8453. 4 Overpayment – Amount from Form IL-1040, Line 35. Collector: If for the purpose of electronic filing, you collected but did 5 Total amount due – Amount from Form IL-1040, Line 39. not prepare the return, sign as the ERO and date the declaration. 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 electronic funds withdrawal information Step 6: Attach required documents The taxpayer can choose to directly deposit a refund or have the Attach to the front of Form IL-8453: amount of tax due automatically withdrawn from their checking or • "Copy 2" of all W-2 and 1099 forms (W-2, W-2G, 1099-DIV, savings account. 1099-G, 1099-INT, 1099-K, 1099-MISC, 1099-OID, 1099-NEC, 7 The routing number (RN) must be nine digits. The first two numbers and 1099-R). must be 01 through 12 or 21 through 32. Attach to the back of Form IL-8453: 8 The account number (AN) may contain up to 17 alphanumeric • Form IL-1310, Statement of Person Claiming Refund Due a characters. Include hyphens, but omit spaces and special Deceased Taxpayer, if filing a Form IL-1040 on behalf of a symbols. Write the AN from the left, leaving any blank spaces at deceased taxpayer. the right end. 9 Check the type of account. Note: Substitute wage and tax statement forms (federal Form 4852 10 Date the taxpayer authorizes the payment to be electronically or Illinois Form IL-4852) cannot be attached to Form IL-8453 or withdrawn. submitted later instead of W-2, W-2G, 1099-G, and 1099-R forms. 11 Amount of payment the taxpayer authorizes to be Form IL-1040 returns that include 4852 forms must be filed on a electronically withdrawn. paper Form IL-1040. 12 Name on the checking or savings account. Note: To initiate a payment or refund transaction, the information in this Step must be included within the electronic transmission. *ZZZZZZZZZ* IL‑8453 (R‑12/21) |