Enlarge image | Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes. *61812191W* Illinois Department of Revenue Gains from Sales of Employer’s Securities IL-4644 Received from a Qualified Employee Benefit Plan Attach this form and a copy of your federal Schedule D to your Form IL-1040 or Form IL-1041. IL Attachment No. 20 Step 1: Provide the following information 1 This form is for calendar year or other taxable year beginning / and ending / . Year Month Year Month Year 2 Enter your name as shown on your Form IL-1040 or Form IL-1041. 3 Enter your Social Security number (SSN) or federal employer identification number (FEIN). 4 Check one Individual Estate or trust Step 2: Provide general security information Column A Column B Column C Column D Description of security Date distributed Date sold Federal gain (List each sale separately) (month, year) (month, year) on disposition 5 00 6 00 7 00 8 00 Step 3: Calculate net unrealized appreciation Column E Column F Column G Column H Market value of stock Federal tax basis of stock Column E minus Column F Lesser of Columns G or D on date of distribution. on date of distribution. (If Column F is greater than See instructions. See instructions. Column E, enter zero.) 9 00 00 00 00 10 00 00 00 00 11 00 00 00 00 12 00 00 00 00 13 Enter the total here and on Form IL-1040, Line 5 or Form IL-1041, Line 14. 13 00 If you must file a Schedule F (because Line 18 below is a gain), also enter this amount on Form IL-1040, Schedule F, Line 13, or Form IL-1041, Schedule F, Line 14. Step 4: Identify securities received in a distribution prior to August 1, 1969 Column I Column J Column K Column L Column M August 1, 1969, value Federal tax basis Column I minus Column J The greater of Columns H or K Subtract Column H or applicable fraction. August 1, 1969. or fraction in Column I times but not greater than Column D from Column L See instructions. See instructions. Column D. See instructions. 14 _________________ 00 00 00 00 15 _________________ 00 00 00 00 16 _________________ 00 00 00 00 17_________________ 00 00 00 00 18 Total 18 00 If this amount is a gain, you must complete Schedule F. Enter this amount on Form IL-1040, Schedule F, Line 3 or Form IL-1041, Schedule F, Line 3. This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of Printed by the authority of the State IL-4644 (R-12/19) this information is required. Failure to provide information could result in a penalty. of Illinois - web only - one copy. Reset Print |